Sales Operations Specialist

OUR MISSION SPAN IS ENABLING ELECTRIFICATION FOR ALL ⚡ WE ARE A MISSION-DRIVEN COMPANY DESIGNING, BUILDING, AND DEPLOYING PRODUCTS THAT ELECTRIFY THE BUILT ENVIRONMENT, REDUCE CARBON EMISSIONS, AND SLOW THE EFFECTS OF CLIMATE CHANGE. - Decarbonization is the process to reduce or remove greenhouse gas emissions, especially carbon dioxide, from entering our atmosphere. - Electrification is the process of replacing fossil fuel appliances that run on gas or oil with all-electric upgrades for a cleaner way to power our lives. AT SPAN, WE BELIEVE IN: - Enabling homes and vehicles powered by clean energy - Making electrification upgrades possible - Building more resilient homes with reliable backup - Designing a flexible and distributed electrical grid Candidates must be available to work US Eastern Standard Time hours (9 AM – 6 PM) THE ROLE SPAN’s Sales Operations team is responsible for driving efficiency, accuracy, and scalability across the company’s sales channels and partner network. We are seeking a Sales Operations Specialist to join this team and ensure seamless execution of order management, channel programs, account onboarding, and marketing events. This role is highly cross-functional, requiring close collaboration with Sales, Finance, Marketing, and Channel Partners. The ideal candidate is organized, detail-oriented, and proactive in managing processes that directly impact the success of SPAN’s commercial organization. RESPONSIBILITIES - Order Management – Process incoming orders, manage changes through delivery, monitor shipment tracking, and provide timely updates to customers. - Financial Collaboration & Rebates – Track marketing fund usage, support quarterly rebate processing, and prepare/submission of credit memos for partner incentives and events. - Marketing Event Coordination – Plan and execute partner-facing events, manage RSVPs, campaigns, and logistics (e.g., venues, catering, swag, flyers). - Tech Portal Support – Provide access and troubleshooting support for SPAN’s installer Tech Portal, resolving issues efficiently. - Account Onboarding & Data Hygiene – Manage execution of sales agreements and partner onboarding, maintain structured account records, and ensure incentive program data accuracy. - Quarterly Business Review (QBR) Support – Prepare data and reports (e.g., lead pass metrics, installer activations) and support sales enablement during QBRs. POTENTIAL PROJECTS - Streamlining the order-to-delivery process to improve turnaround times and customer communication. - Enhancing data quality and account hierarchy structures in Salesforce for improved partner visibility. - Supporting rollout of new partner incentive programs by aligning systems, reporting, and enablement materials. - Driving improvements in event logistics, partner engagement, and ROI tracking for marketing events. ABOUT YOU Required Qualifications - 3+ years of experience in Sales Operations, Order Management, or Channel Programs. - Strong organizational skills and exceptional attention to detail. - Ability to manage multiple priorities and meet deadlines in a fast-paced environment. - Proficiency with Excel/Google Sheets. - Excellent written and verbal communication skills. Bonus Qualifications - Experience with Salesforce CRM. - Familiarity with Mixmax, marketing automation tools, or event management platforms. - Experience supporting channel partners or installer networks. - Prior experience preparing data for business reviews or financial reporting. LIFE AT SPAN Our Bengaluru team plays a pivotal role in SPAN’s continued growth and expansion. Together, we’re driving engineering, product development, and operational excellence to shape the future of home energy solutions. As part of our team in India, you’ll have the opportunity to collaborate closely with our teams in the US and across the globe. This international collaboration fosters innovation, learning, and growth, while helping us achieve our bold mission of electrifying homes an