Meghna S.
Sales Operations Analyst- Solar Energy
- Role
- Sales Operations Analyst at Actalent
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
About Meghna S.
I’m a Sales Operations Analyst focused on helping sales teams thrive by handling the…
Experience
Sales Operations Analyst
Feb 2023 — Present · Mumbai, IN
Monitor Opportunities: Check Salesforce (SFDC)/Hubspot daily for new opportunities/Leads, assess client needs, and determine appropriate actions such as creating new designs, quotes, or scheduling tasks in Wrike.2. Lead Generation: Conduct targeted lead searches to identify suitable rooftops for solar installations and generate SkyQuote proposals accordingly.3. Decision-Maker Identification: Research and identify key contacts and decision-makers within target companies to support outreach and proposal efforts.4. Data Cleaning & Maintenance: Regularly clean, de-duplicate, and maintain accurate data in Salesforce (SFDC) and HubSpot to ensure high-quality information.5. Client Reporting: Analyze energy and electricity usage data to produce detailed client reports for system sizing and proposal development.6. Shadow Analysis: Use software such as Helioscope/PVSketch/Solesca to perform shading studies and support optimal solar system designs.7. Financial Analysis: Create cash flow models for prospective customers, and prepare project summaries to estimate initial costs for indicative quotes.8. Quote Management: Manage inclusions and exclusions in quotes to align with customer expectations and assumed project costs.9. Task Management: Set up quote-related tasks, assign them to team members, and follow up on overdue tasks to ensure project schedules are up to date.10. Process Improvement: Collaborate with internal teams to recommend, develop, and implement process enhancements for improved workflow efficiency.11. Sales Handoff Accuracy: Ensure all contracted sales handoff packages are accurate and complete for a smooth transition to Project Execution teams.12. ETB Analysis: Perform energy and financial analysis using Energy Toolbase software to support project viability assessments.
Education
University of Pune
Bachelor of Engineering - BE
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