Sales Operations Specialist

Job Description

Requisition ID:  60939 


NextEra Analytics is the optimization and analytics team for the world’s largest renewable energy generator. We thrive on solving the toughest problems facing the energy industry and creating innovative forecasting and optimization solutions that lead the way into the next era of energy.


Position Specific Description

The Sales Operations Specialist will be an integral member of a new business within NextEra focused on providing innovative, energy SaaS solutions to C&I customers and utilities, starting with Optos, NextEra’s SaaS platform. NextEra manages $130B+ worth of renewable assets and Optos was created almost 10 years ago to improve NextEra's own asset performance. Today we’re bringing Optos to the market as an end-to-end energy management solution to help our customers unlock the potential to efficiently accelerate their decarbonization journey.


The Sales Operations Specialist will be key to driving the NextEra SaaS team’s success and will play a pivotal role in daily sales team operations.  This position works closely with the Strategy and Sales Operations Director and the larger SaaS sales team to enhance sales effectiveness and productivity.  Duties include managing customer and sales data, as well as technological tools and platforms to assist in managing that data, drafting and tracking Statements of Work, organizing sales collateral, defining and refining structured sales processes for efficiency, and high level training of staff and other business units on the product, market, and processes. We are looking for a self starter with a bias for action, contagious enthusiasm for the product, and a commitment to excellence in creating processes and using data to drive long-term value. The ideal candidate will bring competencies in communication, organization, and efficiency.


Key Responsibilities

  • Gather and analyze sales and customer data; work with Sales Operations team to define and create key metrics and actionable plans for the Sales team
  • Lead documentation and optimization of sales processes (workflows, sales activities, lead generation, conversation rates, email automation)
  • Manage and own the technologies and services used by the Sales Team (for example, customer relationship management platforms) – review services regularly, suggest new tools, provide training when needed, maintain communication and collaboration channels
  • Become an expert on NextEra’s Optos platform and NextEra’s customers to develop and execute high level training of new sales team members and other business units
  • Create an organized system for tracking of Statements of Work and contracts; assist with drafting Statements of Work
  • Collaborate with the Sales Operations Strategy Lead and finance teams to ensure all financial data is tracked
  • Research and introduce new sales methodologies as applicable


Preferred Qualifications

3+ years experience in some combination of Business Analytics & Reporting, Project Management, Operations, Process Management, and/or Training Management

Job Overview

The job is responsible for supporting the Origination Team with pre and/or post technical consulting activities, including gaining an understanding of customer needs, identifying new customers, researching and analyzing public information, and applying current business strategies to help the origination Team with strategic decisions. Employees in this role the “back office” support to the “front office” to develop presentation materials for potential customers, work on market intelligence materials to support the origination group, and maintain Origination reporting needs.

Job Duties & Responsibilities

•   Conducts conference calls with potential customers and front line originators to understand their needs
•   Researches public information about potential customers and/or competitors, analyzes data, and formulates a summary and/or recommendation to present to the Origination team
•   Produces origination CRM reports and performs overall CRM maintenance
•   Prepares customer presentation materials
•   Manages origination reporting needs to upper management
•   Assists in the preparation of presentations to support approval of proposed transactions and obtain transaction approvals on a timely basis
•   Coordinates efforts between several different groups within the organization such as Communications, IT, and Investor Relations
•   Performs other job-related duties as assigned

Required Qualifications

•  High School Grad / GED
•  Bachelor's or Equivalent Experience
•  Experience:5+ years

Preferred Qualifications

•  Master's Degree


Employee Group:  Exempt
Employee Type:  Full Time
Job Category:  Energy Trading
Organization:  NextEra Analytics Inc 
Relocation Provided:  Yes, if applicable


Where permitted by applicable law, NextEra Energy requires all employees and new hires to be fully vaccinated for COVID-19 or be willing to receive the COVID-19 vaccination on or before the first day of employment.


NextEra Energy is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to race, color, age, national origin, religion, marital status, sex, sexual orientation, gender identity, gender expression, genetics, disability, protected veteran status or any other basis prohibited by law. We are committed to a diverse and inclusive workplace.


NextEra Energy provides reasonable accommodation in its application and selection process for qualified individuals, including accommodations related to compliance with conditional job offer requirements, consistent with federal, state, and local laws. Supporting medical or religious documentation will be required where applicable and permitted by applicable law. To request a reasonable accommodation, please send an e-mail to, providing your name, telephone number and the best time for us to reach you. Alternatively, you may call 1-844-694-4748. Please do not use this line to inquire about your application status.


NextEra Energy will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.


NextEra Energy does not accept any unsolicited resumes or referrals from any third-party recruiting firms or agencies. Please see our policy for more information.