Sales and Operations Coordinator

Envelop Group; Indianapolis (IN); On-site; USD 42,000 - 65,000; Full time

Job summary

Envelop Group, including PSG Energy Group, is seeking a Sales and Operations Coordinator to provide administrative and project support in our Indianapolis office. You will help prepare presentations, manage travel, record project meetings, and maintain project docs while building strong client relationships.

Ideal candidates have 5+ years in an office setting, strong MS Office and CRM skills, and a collaborative, adaptable mindset to support sales and operations in a fast-paced environment.

Qualifications

• High school diploma or equivalent is required
• Associate's Degree preferred

Responsibilities

• Perform administrative and office coordination tasks such as preparing presentations, proposals, and meeting documentation, ordering project-related office supplies, managing travel, creating agendas, and maintaining accurate records.
• Attend and record project meetings and follow-up with appropriate departments with up-to-date, project related documentation and requirements.
• Assist with compiling project closeout documentation including data sheets, warranty information, etc. in a timely manner.
• Assist with monitoring, tracking, and obtaining ongoing subcontractor executions, pay applications, proper supporting documentation, and completion certifications.
• Provide support with filing and maintaining renewals of annual software licenses, memberships, state contractor business applications and annual reports.
• Build and maintain positive relationships with existing and prospective clients (via email, phone, and in-person correspondence) to gain intelligence for leads.
• Monitor news/publications for business development purposes.
• Assist with tracking opportunities through business development pipeline, and update business development tracking applications (CRM) and reports.
• Assist with preparation of award nominations, grant opportunities or other incentive documentation applicable to existing or prospective clients.
• Assist with new client vetting including checking for available state/federal incentives, utility bill analysis, etc.
• Other duties as assigned.

Skills

Attention to detail

Time management

Written communication

Verbal communication

Team player

Adaptability

Education

High school diploma or equivalent

Associate's Degree preferred

Tools

Acumatica

MS Office

CRM software

Project management tools

Job description

As part of the Envelop Group family of companies, PSG Energy Group makes it easy for customers to explore and implement energy savings and sustainability measures. We take a comprehensive look at our client's energy usage to identify savings and renewable solution opportunities. We manage the entire process from concept through engineering through installation and provide ongoing O&M support.

The Sales and Operations Coordinator will provide administrative and project support to ensure that all operations are running smoothly. The successful candidate is a team player who is confident, adaptable, and responsive.

This role will be primarily on-site in our downtown Indianapolis office.

What you'll do:

• Perform administrative and office coordination tasks such as preparing presentations, proposals, and meeting documentation, ordering project-related office supplies, managing travel, creating agendas, and maintaining accurate records.
• Attend and record project meetings and follow-up with appropriate departments with up-to-date, project related documentation and requirements.
• Assist with compiling project closeout documentation including data sheets, warranty information, etc. in a timely manner.
• Assist with monitoring, tracking, and obtaining ongoing subcontractor executions, pay applications, proper supporting documentation, and completion certifications.
• Provide support with filing and maintaining renewals of annual software licenses, memberships, state contractor business applications and annual reports.
• Build and maintain positive relationships with existing and prospective clients (via email, phone, and in-person correspondence) to gain intelligence for leads.
• Monitor news/publications for business development purposes.
• Assist with tracking opportunities through business development pipeline, and update business development tracking applications (CRM) and reports.
• Assist with preparation of award nominations, grant opportunities or other incentive documentation applicable to existing or prospective clients.
• Assist with new client vetting including checking for available state/federal incentives, utility bill analysis, etc.
• Other duties as assigned.

Who you are:

• You have a love for order and organization.
• Working in a fast-paced environment is familiar, and you are flexible and able to adjust to changing situations.
• You are a natural when it comes to communication and can be seen as \"the glue that holds a project together\".
• Most of all, you're passionate about learning relevant aspects of the business, being an asset to your team, and providing renewable energy to create a more sustainable future.

Required skills, knowledge, and experience:

• High school diploma or equivalent is required, Associate's Degree preferred.
• 5+ years of professional experience in an office setting.
• 2+ years of experience supporting sales and operations.
• Strong follow-through, attention to detail, and time management skills.
• Confident, clear, and timely written and verbal communication skills.
• Resilience to change, comfort with ambiguity and changing priorities.
• Demonstrated experience influencing and collaborating cross-functionally.
• An inquisitive mindset and comfort with business operations.
• Familiarity with office management procedures and basic project and accounting principles.
• Excellent knowledge of MS Office (including Teams), office management software (Acumatica, etc.), and CRM software, sales tools, and other relevant technology.

Physical Demands:

• Work is performed in an office environment and requires the ability to operate standard office equipment and keyboards. Must have the ability to lift and carry parcels, packages and other items, to walk short distances, and drive a vehicle to deliver and pick up materials.
• Specific vision abilities required include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• Must be able to maintain a professional appearance.
• May be required to satisfy requirements imposed by specific projects, customers, or company needs including to be vaccinated for the flu and/or Covid-19, and subject to all applicable laws.
• Must be able to use hand tools, laptop, email, smartphone, and tablet.
• May be required to travel occasionally.

Qualified applicants must be legally authorized for employment in the United States without the need for employer-based sponsorship currently or in the future.

Pre-hire requirements include a drug test and a background check.