Sales Operations Specialist

A Different Kind of Company

Energy Circle is the marketing and communications pioneer at the forefront of the built environment transition. For over 15 years, we’ve been on a mission to accelerate the transformation of homes and buildings towards reduced carbon, renewable generation, greater energy efficiency, health and comfort. We are proud to be a Certified B Corp. Our unique expertise is in growth support and lead generation for high performance contractors committed to a building science approach as well as manufacturers launching cutting edge building products. We also serve nonprofits and associations on the front lines of solving the climate change impact of buildings. 

Since late 2023, Energy Circle has been a member of the global B Corp community. We’re proud to be part of a movement that celebrates and promotes an inclusive, equitable, and regenerative economic system. As a culture, we’re an anti-agency agency: a small, flat organization where you’ll be encouraged to maintain work-life balance and have fun along the way. You will report directly to our Director of Business Development, with whom you’ll collaborate daily and with the broader team on a regular basis. We strive with verve and enthusiasm to apply best-in-class, innovative digital marketing strategies and tactics to move the needle on big picture sustainability efforts.

Role Overview

The Sales Operations Specialist is a pivotal role that bridges our marketing, sales, and business development efforts. This position requires a data-driven individual with an enthusiasm for sales and a strong foundation in digital marketing. The ideal candidate will support lead generation and qualification efforts, manage our marketing operations, and have the potential to grow into a business development representative.

Sales Support

• Qualify and manage inbound leads
• Conduct research to identify and qualify outbound leads
• Reach out to prospects via phone, email, and social media
• Set up evaluations with the sales team for qualified leads
• Support the sales team with administrative tasks (e.g., reporting, presentations, scheduling)

Data Analysis and Reporting

• Analyze marketing and sales data to identify trends and opportunities
• Prepare regular reports on marketing performance, lead generation, and sales pipeline
• Develop and maintain spreadsheets for tracking various metrics
• Provide data-driven insights to inform marketing and sales strategies

Marketing Operations

• Manage and optimize our HubSpot CRM database
• Create and manage email drip campaigns using MailChimp
• Develop and execute organic social media strategies across platforms (e.g., LinkedIn, Twitter, Facebook)
• Assist in planning and implementing paid social media campaigns
• Create content for company blog posts on platforms like Substack and Medium
• Track and report on key marketing KPIs

Requirements

Skills and Experience

• Bachelor's degree in Marketing, Business, or related field (or equivalent experience)
• 2-3 years of experience in sales, sales support, and/or marketing operations
• Proficiency in CRM systems, particularly HubSpot
• Strong data analysis skills and experience with Google Sheets, Excel, or similar
• Experience with email marketing platforms (e.g., MailChimp)
• Familiarity with social media management and analytics tools
• Understanding of digital marketing principles
• Excellent written and verbal communication skills

Abilities and Attributes

• Detail-oriented with a data-driven mindset
• Self-motivated, proactive, and able to work independently
• Ability to collaborate within the Sales team to assist with and meet the needs of the Director of Business Development and CEO/Founder
• Enthusiastic and positive attitude towards sales and customer interactions
• Curiosity and interest in understanding client needs and market trends
• Resilient and persistent in the face of rejection, with a positive attitude towards overcoming obstacles
• Willingness to seek out information and support of greater team when needed
• Strong organizational and time management skills
• Eye for detail and precision
• Adaptable, agile, and eager to learn new technologies and strategies
• Interest in growing into a business development role
• Critical thinking capabilities and good judgment 
• Adaptable and open to feedback, with a growth mindset

Nice-to-Haves

• Experience in the digital marketing or marketing agency environment
• Knowledge of the energy efficiency, building decarbonization, or renewable energy sectors
• Familiarity with marketing automation tools
• Understanding of web analytics (e.g., Google Analytics)

Benefits

• A competitive salary and benefits package including base salary and performance-based commission
• Company-wide profit sharing bonuses 
• On-the-job training and mentoring 
• Unlimited “Take What You Need” model PTO
• Paid holidays, including 1 week off during the winter holiday season
• Early release Summer Fridays
• Hybrid work options
• 401(k) with employer matching contribution
• Health insurance with an option for dental and vision coverage
• Downtown Portland, dog-friendly office with parking included
• Zero tolerance for assholes!

Growth Opportunities

• Potential to grow into a Business Development role
• Opportunity to specialize in various aspects of digital marketing
• Chance to work in alignment  with company leaders and contribute to strategic initiatives