The Sales Ops Admin supports the sales team in delivering a world-class experience to our customers, while interfacing with Finance and Accounting to ensure complete and accurate record keeping of deals throughout the process, from pipeline through invoicing and installation.
This position requires strong analytical skills, the ability to effectively collaborate across departments and an extreme attention to detail. Excellent Customer services and inside sales skills.
Finance and Accounting
● Ensure accurate and timely data entry and maintenance of opportunities in Sales Opportunities in Hubspot.
● Create, update and audit various ad-hoc sales reports in Hubspot for Finance and Sales teams upon request, identifying and addressing discrepancies proactively.
● Act as liaison between Accounting and Sales to answer any questions on the booking process or way data has been entered.
● Work with Sales Reps to prepare Estimates for customers for sales opportunities in Hubspot that adhere to Company’s internal financial and deal guidelines.
● Prepare Purchase Orders to manufacturing vendors that match Estimates
● Prepare accurate and timely invoices in QuickBooks Online (QBO) that adhere to guidelines established by Accounting and send them to customers upon the closing deals.
● Analyze transaction records (e.g. Estimates, POs and Invoices) to comply with financial policies and procedures
● Maintain an organized database of all supporting sales documents (Estimates, POs, Invoices).
● Maintain product skus, price and customer lists in QBO and ensure parallel accuracy of such lists in Hubspot.
● Provide customer service to customers regarding invoicing and billing
● Play a critical role helping bring Vendors, Customers, Sales and Finance together to help them reconcile any booking related inquiries.
● Manage customer expectations and ensure that expectations set are reasonable and can be /are met
● Assist with new Customer onboarding, ensuring they comply with our onboarding requirements.
● Remind clients to make timely payments. AR collections calls and emails when needed.
● Ensure compliance with and timely competition of month-end routines.
Required Skills
● Strong Microsoft Excel Skills
● Proficiency in Quick Books Online (QBO) and Hubspot preferred
● Extreme attention to detail and ability to follow detailed processes 100% accurately the first time
● Experience and or understanding in the wholesale utility supply industry. Water, Gas Electric Utilities.
● Experience raising and resolving transactional disputes and an aptitude for identifying and resolving the root causes.
● Confident and comfortable communicator, in person, via telephone or email.
● A team player with a can-do attitude and a passion for accuracy and integrity.
● Comfortable working in a fast-paced environment.
● A natural curiosity and desire to problem solve; taking professional pride and pleasure in efficiently processing disparate data to deliver uniform results.
Compensation
We offer a competitive base salary tailored to your experience and market, an uncapped commission structure with high earning potential, and a full benefits package including medical, dental, vision, 401(k), and paid time off. For the right candidate, a signing bonus may also be available. This is a full-time, high-impact role with strong growth opportunities for candidates who are self-starting, strategic, and ready to lead in a rapidly evolving market.
Why FENIX?
We are not another utility vendor. FENIX is shaking up the AMI space with fresh tech, faster deployment, and fewer barriers to utility adoption. We win when others stall — and we’re building a team of aggressive, knowledgeable, and motivated sales leaders to keep it that way.
Please note: We are not seeking assistance from recruiters or third-party staffing agencies at this time.