Sales Analyst – Robotics

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Ensure precise documentation of customer, project, and opportunity details within Salesforce and other relevant CRM or ERP platforms.

• Create accurate quotations and detailed customer proposals that align with technical specifications, project scope, and client requirements.

• Assist in sales initiatives related to robotic inspection and cleaning, AI site monitoring, tools and services, and analytic solutions for solar and battery storage projects.

• Gather and coordinate input from Engineering, Logistics, Operations, Finance, and other stakeholders to verify pricing, costs, margins, schedules, and project scopes.

• Evaluate pricing, costs, and margins to facilitate competitive proposals and drive profitable growth.

• Engage with customers to collect project details, clarify needs, and progress proposal development.

• Collaborate with external contractors to acquire information, pricing, and deliverables for customer proposals.

• Assist Account Managers and Sales Directors with pipeline reporting, customer presentations, sales reports, and commercial analysis.

• Take part in bid strategy discussions and manage opportunities from customer requests through to proposals, contract execution, and transition to Operations.

• Prepare precise handoff documentation and relay customer commitments to Operations.

• Foster cross-departmental relationships and enhance proposal materials, reporting, and sales processes.

• Enhance knowledge of robotics, AI, automation, and analytics technologies utilized in solar and battery storage operations.

• Perform additional related tasks as assigned.

⛳️ Requirements

• Bachelor’s degree in business or a technical discipline or equivalent professional experience.

• Minimum of 5 years’ experience in B2B sales support.

• Background in sales analysis, financial analysis, business development, and/or program management.

• Proficient in Microsoft Excel, Word, and PowerPoint.

• Familiarity with CRM and ERP systems; experience with Salesforce and NetSuite is preferred.

• Strong analytical capabilities and a keen attention to detail in a dynamic work environment.

• Exceptional written and verbal communication skills, with the ability to collaborate across teams and engage with customers.

• Capability to manage multiple priorities, work autonomously, and uphold commitments.

• Willingness to travel up to 20% for customer meetings.

• Experience in the solar, battery storage, robotics, automation, or AI technology fields.

🏝️ Benefits

• Health care coverage.

• Dental and vision coverage.

• 401(K) participation with company matching.

• Company-paid holidays.

• Unlimited paid time off.

• Generous discretionary company bonuses.

• Life and disability protection.

• Stock compensation may be available for employees in certain positions.