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Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Lead daily operational execution, team performance, and automation initiatives for the Sales Support team
- Report to the Sr. Director of Sales Operations
- Manage workforce scheduling and drive team accountability using key operational metrics
- Resolve complex sales escalations
- Own the Megan Bot automation platform and drive continuous enhancements
- Identify, design, and implement automation initiatives and team processes
- Direct daily queue workflows, SLA adherence, and workforce scheduling
- Track case metrics and execute proactive volume reduction plans
- Oversee Call Pilot Verification and licensing processes for HIS, Solicitor, and Terros
- Manage cross-functional IT issues via BrightPath and Splat
- Conduct weekly 1:1s with team leads and onshore agents
- Drive performance reviews, skill development, and team syncs
- Maintain alignment with offshore partner operations
- Collaborate with Sales, Underwriting, Install Pipeline, Customer Care, and IT on escalations
- Maintain resolution SLAs for sales support tickets and cases
- Drive bot adoption to reduce manual case volume
- Ensure compliance standards across licensing, verification, and escalations while managing coverage
Requirements
What you’ll need- High School Diploma or equivalent required
- Bachelor’s degree in Business, Operations, or a related field preferred
- 6+ years of professional experience in sales support, operations, or customer support environments
- Strong background in solar operations, customer support, or sales operations leadership
- Advanced proficiency in Salesforce (SFDC) reporting, Excel, and Google Workspace (G-Suite)
- Hands-on experience managing workflow or bot automation platforms (e.g., Megan Bot)
- Proven structured problem-solving skills with the ability to manage shifting priorities effectively
- Track record of leveraging team metrics to optimize performance and drive operational efficiencies
- Ability to travel to corporate offices 3–5 times per year
Benefits
Comp & perks- Employee development and career growth opportunities
- Employee well-being and safety-focused culture
- Top-of-the-line tools and AI-driven support
- Meaningful incentive programs
- Resources to grow a career in the clean energy industry
- Remote work arrangement
- Travel to corporate offices 3–5 times per year