Solar Lead & Appointment Specialist

Solar Optimum, Inc.; Indiana (PA); On-site; USD 42,000 - 62,000; Full time

Job summary

Solar Optimum, Inc. is seeking a motivated sales support specialist to help guide customers through the solar selection process. You will quote leads, follow up, and coordinate with energy consultants via the Energy Sage platform, ensuring smooth scheduling and documentation.

Proactive communication, Salesforce proficiency, and a genuine interest in solar will help you thrive in a collaborative team focused on delivering simple, reliable solar solutions to customers.

Qualifications

• Excellent analytical skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to work independently as well as part of a team.
• Positive attitude and ability to build and cultivate relationships.
• Strong interest in the solar industry.
• Sales or customer service experience.
• Salesforce experience required.
• Creative problem solver.

Responsibilities

• Submit quotes to assigned leads in a timely manner.
• Send a sequence of follow up messages.
• Respond and answer questions from leads via the Energy Sage platform.
• Assign appointments to available energy consultants for leads that request a phone consultation.
• Book appointments using the sales calendar.
• Send appointment confirmation via email and request any necessary documents needed such as utility bills.
• Convert leads to accounts via Salesforce.

Skills

Analytical skills

Written & verbal communication

Independent / self-motivated

Relationship building

Interest in solar industry

Sales or customer service

Salesforce experience

Creative problem solving

Tools

Salesforce

Job description

Solar Optimum, Inc. is seeking a motivated sales support specialist to help guide customers through the solar selection process. You will quote leads, follow up, and coordinate with energy consultants via the Energy Sage platform, ensuring smooth scheduling and documentation.

Proactive communication, Salesforce proficiency, and a genuine interest in solar will help you thrive in a collaborative team focused on delivering simple, reliable solar solutions to customers.