Sales Coordinator

Vital Energy; Sebastopol (CA); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Paid Holidays

PTO

Mileage reimbursements

Professional development assistance

Employee discounts

Referral and bonus programs

Company laptop

Job summary

Vital Energy in Sebastopol, CA seeks a detailed, organized Sales Coordinator to support residential and commercial solar, storage, and generator projects. You will keep leads moving, manage records, and prep sold projects for handoff to Project Management.

You will collaborate with Energy Consultants, handle scheduling, and ensure accurate data while maintaining professional customer communication. This role offers room for growth within a values-driven team.

Qualifications

• At least two years of experience in sales coordination, customer service, or related roles.
• Excellent organization, follow-through, written communication, and attention to detail.
• Comfort managing multiple customers, deadlines, calendars, and priorities.

Responsibilities

• Respond to incoming leads and qualify initial customers.
• Schedule consultations, site surveys, proposals, and follow-ups.
• Maintain accurate CRM data, activity, and status information.
• Coordinate proposals, estimates, revisions, and e-signature requests.
• Monitor overdue follow-ups and unsigned agreements.
• Prepare sold-project files and hand off to PM/operations.
• Support Energy Consultants with calendars, pipelines, reports, and templates.
• Communicate clearly with customers to avoid unauthorized commitments.
• Help improve sales processes and cross-department coordination.

Skills

CRM experience

Scheduling software

Google Workspace

Solar design software

Proposal software

Data accuracy

Attention to detail

Customer service

Tools

JobNimbus

SunBase

ProCore

Helioscope

DocuSign

Google Workspace

Job description

SALES COORDINATOR

Vital Energy is seeking a highly organized, customer-focused Sales Coordinator to support our residential and commercial solar, battery storage, generator and microgrid sales team. You will help keep processes moving, customers informed, sales records accurate, and sold projects ready for a smooth handoff to Project Management.

This is a strong fit for someone who enjoys bringing order to a fast-moving environment, communicates warmly and professionally, and takes pride in catching details before they become problems.

CORE RESPONSIBILITIES

• Respond to incoming leads and complete initial customer intake and qualification.
• Schedule consultations, site surveys, proposal reviews, and follow-up appointments.
• Maintain accurate lead, activity, status, source, value, and next-step information in CRM, sales trackers and related systems.
• Collect utility info, property details, financing documents, and other project information.
• Coordinate proposal, estimate, revision, and electronic-signature requests.
• Monitor overdue follow-up, missing documentation, inactive opportunities, and unsigned agreements.
• Prepare sold-project files and verify required documents and data before handoff to project management and operations.
• Support Energy Consultants with calendars, task lists, pipeline reviews, reports, templates, and approved sales resources.
• Communicate clearly with customers without making unauthorized pricing, schedule, performance, financing, or incentive commitments.
• Help improve sales processes, data accuracy, customer responsiveness, and cross-department coordination.

WHAT YOU BRING

• At least two years of experience in sales coordination, customer service, project administration, office administration, or a related role.
• Excellent organization, follow-through, written communication, and attention to detail.
• Comfort managing multiple customers, deadlines, calendars, and priorities at the same time.
• Experience with CRMs, scheduling, electronic-signature, project-management, Google Workspace, and solar design and proposal software.
• Good judgment when handling confidential information and escalating issues.
• A collaborative, accountable approach and willingness to learn technical products and processes.

STRONG PLUS

• Solar, battery, generator, construction, electrical, home-improvement, financing, or technical-industry experience.
• Experience with JobNimbus, SunBase, ProCore, SolarGraf, ETB, Helioscope, DocuSign, and/or Google Workspace.
• Familiarity with residential and commercial sales processes.

WHAT WE OFFER

• Competitive wage and bonuses, dependent on experience and performance.
• Benefits include Medical, Dental, Vision, PTO, Paid Holidays, sick leave, mileage reimbursements, stipends, professional development assistance, employee discounts, referral and bonus programs.
• Provide all technology and equipment as needed, including company laptop, cell phone, etc.
• Fully stocked kitchen with unlimited snacks, treats, and drinks.
• Great opportunity for growth and advancement. We believe in nurturing and promoting from within, whenever possible.
• Friendly, down to earth and collaborative work environment in our beautiful offices in central Sebastopol.
• Employee meditation room and beautiful private outdoor lounge break area, BBQ and fire pit surrounded by oak studded open space and views.
• Full-Time Position (8am-5pm).

ABOUT US

Vital Energy is an award winning family owned, third generation, residential and commercial solar, battery and generator installation and service provider located in beautiful Sonoma County. We are a licensed electrical and gas contractor, since 1971.

We value integrity, collaboration, accountability, practical problem-solving, and respectful communication. We believe in serving, supporting and empowering our team, our customers, and our community with a focus on providing holistic and sustainable energy solutions for all. We look forward to hearing from you!

AWARDS & ACCOLADES

• Best of the Bay - SF Gate
• Best of North Bay - Bohemian
• Best Place to Work - North Bay Business Journal
• Our Mission: https://youtu.be/I_J8GQB22fw?si=Kuuiz6BjQsjezLro
• One of our beautiful partnerships: https://www.youtube.com/watch?v=Q5tM2069zzE

We are an equal opportunity employer. We consider qualified applicants without unlawful discrimination based on any status protected by federal, state, or local law. Reasonable accommodation is available to qualified individuals with disabilities.