Sales Operations Specialist

Responsibilities

• Audit incoming sales contracts for pricing, scope, accuracy, and margin compliance
• Accurately enter and maintain contract and project data in internal systems
• Maintain required documentation across CRM and project management systems
• Serve as a point of contact for onboarding-related documentation and process support
• Collect, review, and verify required partner documents for completeness and accuracy
• Track onboarding progress and provide monthly onboarding summaries
• Assist with the communication and tracking of projects placed On Hold
• Help identify documentation or process gaps impacting project progression
• Provide weekly project hold summaries to internal stakeholders
• Prepare and communicate recurring business reports and KPI updates, including: Contract accuracy, Project hold status, Partner onboarding progress
• Maintain accurate operational records and support internal reporting needs
• Partner with the Axia Sales Training Team to support training initiatives for new product launches and updates
• Help ensure external partners receive timely communication and education on new programs, tools, or offerings

Requirements

• 1–2 years of experience in the residential solar industry
• Bachelor’s degree in Engineering, Business, Operations, or a related field preferred
• Proven ability to manage multiple projects, priorities, and deadlines effectively
• Strong attention to detail with a high level of accuracy
• Strong analytical and reporting skills, including proficiency in Excel and PowerPoint
• Excellent organizational, problem-solving, and time management skills
• Strong written and verbal communication skills
• Ability to work cross-functionally and support both internal teams and external partners