Sales Operations Associate
Job Details
Headquarters (Vancouver WA) - , WA
Full Time
2 Year Degree


This position is responsible for researching, coordinating, and processing incentives offered by regional electrical utilities and efficiency programs for commercial lighting, HVAC, and electrical vehicle chargers, supporting lighting design requests for Sales team, and assisting with proposals and project site auditing by performing the following duties.

Essential Duties

  • Research utility incentives, provides incentive estimates, submits incentive documents for projects, and coordinates full incentive lifecycle through to payment.
  • Supports Sales team with lighting design request intake and coordination, prepares project site auditing documents, and provides general support for the sales proposal process.

Roles and Responsibilities

  • Assists Sales team to research and scope available incentives and understand policies and procedures of programs in new territories.
  • Works with Sales team to verify qualification of proposed equipment.
  • Compiles application materials, Excel-based incentive calculators, and supporting documentation based upon PEC project information to prepare for submittal.
  • Works with Sales and Project Management teams to coordinate required site inspections.
  • Tracks project statuses and coordinates with Sales and Project Management teams, customer stakeholders, and incentive program contacts to move applications forward.
  • Monitors incentive communications and responds promptly to program requests for additional project information.
  • Prepares project invoices and final documentation upon project completion.
  • Works with Accounting team to forecast and track incentive payments.
  • Prepares and distributes weekly incentive reporting to PEC team.
  • Prepares AGI lighting design requests for submission to Fiverr designers.
  • Supports Sales Engineers with preparation of audit notes and documentation as required.
  • Assists with occasional project site visits.
  • Maintains punctual, regular and predictable attendance.  
  • Works collaboratively in a team environment with a spirit of cooperation.
  • Respectfully takes direction from manager.
  • Other duties as assigned.

Required Skills and Experience

  • Prior experience with commercial lighting, HVAC, or other commercial energy efficiency technologies a bonus.
  • Interest in learning commercial lighting design software.
  • Moderate Excel proficiency, including comfort with basic formulas and lookups.
  • Demonstrated ability to comprehend technical material, including product specifications and designs, or equivalent technical proficiency.
  • Experience with cross-collaboration between multiple internal teams and external stakeholders, including customer interaction.
  • High attention to detail.
  • Track record of proactive and self-directed learning.
  • Ability to effectively multitask and prioritize, often with minimal supervision.
  • Consistently positive attitude with ability to approach difficult or complex situations constructively, voice relevant concerns or ideas in a thoughtful manner, and proactively craft solutions.
  • Willingness to shift between high volume data entry and document management, and complex problem solving depending on project volume and team needs.
  • Great attitude and a sense of humor.
  • Desire to work with a fun, fast-paced team and make an impact in a play-to-win atmosphere.

Supervisory Responsibilities

This position does not have any supervisory responsibilities.


Ability to perform essential job duties with or without reasonable accommodation and without posing a direct threat to safety or health of employee or others. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

Education & Experience

Associate's degree (A. A.) or equivalent from two-year college or technical school; or two to four years’ related experience and/or training; or equivalent combination of education and experience. Experience processing energy efficiency incentives or working with energy efficiency programs, preferably with a focus on commercial incentives, or demonstrated commensurate experience.

Certificates, Licenses and/or Registrations

This position requires a valid insurable Driver’s License.

Language Skills

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Computer Skills

Has advanced basic computer job skills including logging on to systems, ability to communicate by email, ability to compose documents, enter database information, create presentations, download forms, and preserve/backup important data.

Reasoning Ability

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Physical Demands & Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

The employee must occasionally lift and/or move up to ten pounds. While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or feel. The employee is frequently required to talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms. The noise level in the work environment is usually moderate.