Sales Operations Specialist

This is a fully remote position, open to applicants in Kenya, +5 more countries.

📋 Description

• Manage speed-to-lead and follow-up processes for all incoming leads and estimate requests.

• Reach out to inbound leads within minutes and conduct outbound calls, callbacks, and follow-ups.

• Document every lead interaction until closure.

• Create precise estimate packets, proposals, job notes, and pipeline updates.

• Dispatch proposals in a timely manner and track them until signed.

• Identify and correct errors in scope, pricing, and customer details prior to sending.

• Keep templates and pricing references up-to-date.

• Organize and confirm appointments, site visits, estimate reminders, and proposal distributions.

• Reschedule appointments and inform customers of any changes.

• Follow up on unsigned proposals until they are signed or confirmed as inactive.

• Re-engage inactive leads through structured outreach efforts.

• Provide accurate reports on active, declining, and inactive opportunities.

• Maintain precise CRM/job-management statuses, including notes, next steps, ownership, and due dates.

• Ensure pipeline reports are reliable and that information is documented within the system.

• Assist in enhancing follow-up cadences, CRM configurations, and estimate templates.

• Support U.S.-based contractors and operators so that sales representatives and estimators can concentrate on closing deals.

⛳️ Requirements

• A minimum of 2 years in inside sales, service coordination, dispatch, estimating support, or contractor office support.

• Proven track record of handling a sustained volume: over 50 lead follow-ups per week or 20+ proposals/quotes per month.

• At least 2 years of hands-on experience with ServiceTitan, Jobber, Housecall Pro, Buildertrend, HubSpot, or similar CRM/job-management platforms.

• Managed $100k+ per month in pipeline activities related to quoting or bidding.

• Proficient in written and spoken English at a professional, customer-facing level.

• Must successfully complete a live call simulation and written accuracy assessment with a score of 85% or higher.

• A professional home office setup and reliable internet connection are required.

• Willingness to participate in a training assessment during the recruitment process.

• Availability from Monday to Friday, 9:00 AM to 6:00 PM in PST, CST, or EST time zones.

• Comfortable with technology and quick to learn new tools.

• Preferred: experience in home services, construction, or contractor-based industries.

• Preferred: experience enhancing follow-up cadences or CRM pipeline structures.

• Preferred: experience with U.S.-based clients or organizations.

• Preferred: experience revitalizing dormant pipelines or conducting win-back campaigns.

• Preferred: conversational Spanish skills.

🏝️ Benefits

• Better Role Matching — you are assigned a position where you can truly excel and grow, rather than merely filling a seat.

• Real Upside — high achievers unlock salary increases, long-term stability, and future opportunities.

• Work With U.S. Operators — gain direct exposure to franchise owners focused on growth and execution.

• Real Ownership — your contributions directly influence operations, with less bureaucracy and more responsibility from day one.

• Multi-Location Exposure — collaborate across various franchise locations and learn how scalable operations function.

• Remote work from home.

• Monday to Friday schedule, from 9:00 AM to 6:00 PM in an assigned PST, CST, or EST time zone.

• Salary increase following the first 90 days.