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Sales Operations Specialist
ScaleSourceSales Operations Specialist managing speed-to-lead and pipeline discipline for U.S.-based contractors. Ensuring leads and proposals are addressed promptly and accurately in a remote role.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing inbound and outbound lead follow-ups, ensuring timely responses and accurate proposal generation. Proficient in utilizing CRM systems to maintain data integrity and support high-volume sales activities.
Highest-signal resume keywords
Lead Follow-Up ManagementProposal GenerationCRM ProficiencyHigh-Volume Sales ExperienceFluent English Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lead TrackingProposal AccuracyData ManagementSales Pipeline ManagementError Checking
Soft Skills
Organizational SkillsAttention to DetailCustomer EngagementEffective Communication
Tools & Technologies
ServiceTitanJobberHousecall ProBuildertrendHubSpot
Industry Keywords
Inside SalesService CoordinationEstimating SupportContractor Office SupportPipeline Activity
About the role
Key responsibilities & impact- Contacting every inbound lead within the target response window — minutes, not hours
- Making outbound calls, callbacks, and follow-ups without being chased to do it
- Responding fast enough that the business wins the job before a competitor even calls back
- Tracking every touchpoint so no lead falls through the cracks between first contact and close
- Working the follow-up cadence every day, not when you get around to it
- Building estimate packets, proposals, job notes, and pipeline updates
- Keeping estimates accurate and consistent so the sales team and the customer both trust the number
- Sending proposals promptly and tracking them through to signature
- Catching errors before they go out — wrong scope, wrong price, wrong customer details
- Keeping templates and pricing references current so accuracy scales
- Locking in appointments, site visits, estimate reminders, and proposal send-outs
- Confirming appointments before they happen so crews and estimators don't drive to no-shows
- Rescheduling cleanly when plans change — and making sure the customer knows
- Chasing unsigned proposals until they are signed or confirmed dead
- Re-engaging dormant leads with structured outreach, not one half-hearted email
- Keeping CRM / job-management statuses, notes, and next steps accurate and current
- Logging every meaningful contact so the next person is not starting from zero
- Creating follow-up tasks with owners and due dates
- Making sure pipeline reports are trustworthy because the data underneath them is
Requirements
What you’ll need- 2+ years in inside sales, service coordination, dispatch, estimating support, or contractor office support
- Sustained volume experience: 50+ lead follow-ups per week or 20+ proposals/quotes per month — this must be demonstrable, not estimated
- 2+ years hands-on with ServiceTitan, Jobber, Housecall Pro, Buildertrend, HubSpot, or a similar CRM / job-management platform
- Supported $100k+/month in pipeline activity tied to quoting or bidding
- Fluent written and spoken English at a professional, customer-facing level
- Must pass a live call simulation and written accuracy exercise at 85%+
- Professional home office setup and reliable internet
- Willing to undergo the required training assessment as part of the recruitment process
- Must be available Monday–Friday, 9:00 AM–6:00 PM in PST, CST, or EST
Benefits
Comp & perks- Better Role Matching — you are placed where you can actually perform and grow, not just fill a seat
- Real Upside — strong performers unlock raises, long-term stability, and future opportunities
- Work With U.S. Operators — direct exposure to franchise owners focused on growth and execution
- Real Ownership — your work directly impacts operations. Less bureaucracy, more responsibility from day one
- Multi-Location Exposure — work across multiple franchise locations and learn how scalable operations actually run