Sales Operations Specialist

Job description

**About Moment Energy** Independent energy is here. Help us deploy it. Energy should be free. Free from aging grids, fragile supply chains, and unnecessary extraction. At Moment Energy, we’re building a world where clean power is abundant, affordable, and uninterrupted for everyone. The world doesn’t need another promise about energy; it needs proof that a freer future is possible. Moment Energy is the pragmatic liberator of power, the only company certified to turn the largest untapped energy supply into independent energy. Now is the moment. While the industry scraps millions of batteries with decades of life left, we put them to work by repurposing large-format batteries into advanced battery energy storage systems that deliver real-world impact. We were told second-life batteries would never be safe enough or scalable enough. We didn’t argue, we engineered the solution. Today, Moment Energy delivers 5x the energy density and holds the certifications required to deploy energy independence at scale. **Now is the moment. Join us.** ### **The Opportunity** The **Sales Operations Specialist** plays a key role to support the effectiveness and growth of our Business Development team. This role sits at the center of our commercial organization, working closely with Account Managers, Application Engineers, and Leadership to improve sales processes, manage our CRM systems, track performance metrics, and ensure smooth coordination across the sales funnel. The Sales Operations Specialist will play a key role in building scalable systems and processes as Moment Energy expands its clean energy storage solutions across North America. **Responsibilities** ### **Sales Process & Pipeline Management** - Manage, maintain and implement improvements into the company’s CRM system to ensure accurate pipeline tracking, robust data hygiene, and clear tracking and reporting of essential pipeline performance metrics. - Support Account Managers in managing opportunities, updating deal stages, and maintaining customer records. - Prepare guides and training materials on usage of the CRM and SOPs for effective funnel management; coach team members on proper usage to ensure CRM data hygiene. - Monitor sales pipeline health and provide regular reporting on deal progression, conversion rates, and revenue forecasting. - Identify inefficiencies in the sales process and opportunities for improvement in our CRM system’s implementation; implement improvements to increase team productivity. ### **Reporting & Analytics** - Develop dashboards and reports to track sales performance, pipeline metrics, and key KPIs. - Support leadership with forecasting, pipeline analysis, and strategic insights. - Track lead sources and campaign effectiveness to inform business development strategy. - Identify and report on other insights provided by our CRM data with recommendations on potential improvements to our processes. ### **Cross-Functional Coordination** - Facilitate and support coordination between Business Development, Application Engineering, Marketing, and Operations. - Help ensure customer opportunities move smoothly from early engagement through technical evaluation and contracting. - Support proposal development by organizing documentation, tracking deliverables, and coordinating internal inputs. ### **CRM & Systems Management** - Own CRM administration, including data structure, workflow automation, and reporting tools. - Maintain documentation of sales processes and internal playbooks. - Evaluate and implement tools that improve sales productivity and visibility. ### **Operational Support** - Assist with contract tracking, customer documentation, and deal records. - Support on-boarding and enablement of new sales team members. - Maintain sales collateral libraries, templates, and standardized documentation. **The Candidate** **We’re looking for individuals with the following traits, skills, and experiences:** - Bachelors degree in related field is desired. - Experience managing CRM platforms (e.g., Salesforce, HubSpot, or similar). - Strong analytical skills and ability to translate data into actionable insights. - Highly organized with strong attention to detail. - Ability to coordinate across multiple teams and manage competing priorities. - Experience in the cleantech or renewable energy industry is required. **Why join us?** - Today, we’re delivering 5x the energy density and have all the certifications needed to ship energy independence to the world. - Be part of a mission-driven company focused on creating sustainable energy solutions and making a positive impact on the world. - Collaborate closely with passionate co-founders and a team committed to innovation and excellence. - Contribute to building and scaling a company from the ground up, where your work will have a direct and meaningful impact. - Thrive in a workplace that values collaboration, wellness, and celebrating successes, with regular company socials, fitness sessions, and more. **We're a fast-paced and dynamic team.** Every day you'll be taking on a new challenge and learning something new. You'll take on a wide breadth of tasks and contribute to disrupting the battery industry. You'll be part of a tight-knit team that is working together to save the planet! Fun, health, and wellness are incorporated into our daily schedule and we encourage all our team members to bring innovative ideas to the table to create an interactive workplace. **Moment Energy Benefits Highlights** *(full time, permanent employees only)* **Financial Growth: Employee equity and a robust RRSP matching program.** **Comprehensive Health Coverage:** Extended health, dental, and vision benefits for you and your dependents through Manulife. **Generous Time Off & Flexibility:** Paid time off plus a paid company closure between Christmas and New Year's, with a generous paid sick leave. **Vibrant Culture & Perks:**Open and collaborative office culture, frequent company socials and wellness programs (weekly yoga/fitness), and free EV charging on-site. **Company Dinner:**Weekly Tuesday dinner provided by Moment Energy. We also have a generous supply of coffee and snacks for the office! **Our Commitments** Moment Energy is an equal-opportunity employer. We are committed to inclusive, barrier-free recruitment and selection processes, including our work environment. We especially welcome applications from Indigenous peoples, members of racialized communities, persons with disabilities, women, and persons who identify as 2SLGBTQ+. —--- **Our Values** Our values are key to how we show up every day at Moment Energy! We keep them in the forefront of what we do, and they’re used everywhere. We refer to them when we have tough decisions to make, we give shoutouts based on living out these values, and we include them as part of our performance reviews. We have 5 core values and 1 foundational pillar (Safety is our Foundation) which lays the groundwork for everything we do. **Safety is our Foundation** We prioritize the safety of our products, customers, employees, and the general public above all else. From the workshop to the field, we maintain the highest standards for our batteries in testing manufacturing and deployment, and daily operations. Safety is not only about procedures—it is about vigilance, responsibility, and speaking up when something does not feel right. Safety is everyone's responsibility. We follow safety protocols, use proper equipment, and continuously improve our systems to prevent risks before they occur. If something is unsafe, we stop work and address it. Safety also means protecting our colleagues, customers, and communities by designing reliable products, maintaining safe workspaces, and ensuring our work is done carefully and responsibly. **We’re Building a Greener Future Together:** We infuse passion for our cleantech mission into every aspect of our work and incorporate fun into the workplace. We motivate one another, celebrate our successes and embrace eco-friendly practices to reduce our carbon footprint. **We Prioritize our Customer’s Needs:** We place our customers at the core of everything we do, ensuring that every decision considers their needs and aims to provide increased value to them. We provide reliable support for our customers, every step of the way. **We’re Open, Honest and Accountable:** We prioritize open and honest communication to foster mutual understanding, strengthen knowledge sharing, and reduce miscommunication within the team. We admit when we’ve made a mistake, and remedy our actions. We transparently communicate outcomes whether good, bad, or unexpected. **We Think and Act like Owners:** We’re self-starters that proactively embrace new challenges along with personal and collective ownership of responsibilities in the organization. We focus on growth, not titles, and we do what needs to be done. **We Treat Everyone with Respect:** We actively listen, share openly, and work together towards common goals. We treat one another with mutual respect to cultivate an inclusive environment where everyone feels accepted, supported, and heard. We keep an open mind and are willing to learn.