Sales Operations & CRM Coordinator

South Shore Generator Service INC; Wareham (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

South Shore Generator Service INC is seeking a Sales Operations Administrator to coordinate customer opportunities through the early sales process, ensuring leads are captured in the CRM, records are complete, and communications are consistent.

The role supports the sales team by managing workflows, scheduling site assessments, and maintaining proposal and financing information, helping to reduce cancellations and keep deals moving forward in a fast-paced environment.

Qualifications

• Strong process discipline and the ability to follow defined workflows.
• Clear, professional communication for customer conversations and internal follow-up.
• Ability to manage multiple active opportunities with accuracy and timely response.
• Comfort working in a structured CRM environment with data integrity.

Responsibilities

• Enter all incoming sales inquiries into the CRM with complete information.
• Maintain opportunity records, stages, notes, activities, and customer communication.
• Oversee automated email and text workflows and follow up when needed.
• Schedule site assessments and document project details for qualified opportunities.
• Prepare records before appointments for effective consultations with the sales team.
• Support proposal preparation and customer presentation workflows within CRM.

Skills

Process discipline

Clear communication

Multitasking

CRM data integrity

Attention to detail

Prioritization

Tools

MyGenPlan CRM

Job description

South Shore Generator Service INC is seeking a Sales Operations Administrator to coordinate customer opportunities through the early sales process, ensuring leads are captured in the CRM, records are complete, and communications are consistent.

The role supports the sales team by managing workflows, scheduling site assessments, and maintaining proposal and financing information, helping to reduce cancellations and keep deals moving forward in a fast-paced environment.