Solutions Coordinator at Insite Energy | GB | Rezi

Solutions Coordinator at Insite Energy

Solutions Coordinator

Insite Energy · GB

1 weeks ago

Solutions Coordinator

Insite Energy · GB

9 days ago
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About the Role

We are looking for an organised, proactive and commercially minded Solutions Coordinator to join our growing Solutions team. This role provides the structure, coordination and oversight needed to keep opportunities moving from initial enquiry through to signed contract, playing a vital role in driving operational excellence across the sales process.

Responsibilities

  • Manage and maintain opportunities within our Monday.com sales pipeline, ensuring records are accurate and up to date.
  • Coordinate opportunities throughout the sales lifecycle, from enquiry to contract signature.
  • Schedule and manage customer follow-ups, internal reviews and opportunity update meetings.
  • Support Solutions Managers to maintain momentum across active opportunities and prevent opportunities from becoming dormant.
  • Coordinate key stages of the sales process, including engineer surveys, pricing requests, commercial reviews, proposal preparation and contract administration.
  • Monitor deadlines, milestones and outstanding actions, escalating risks where appropriate.
  • Maintain accurate records of customer interactions, proposals and opportunity documentation.
  • Coordinate the preparation and submission of bids, tenders and proposals.
  • Ensure all submissions are professional, accurate and delivered within agreed deadlines.
  • Organise information gathering and input from key stakeholders to support successful submissions.
  • Research prospective customers, market opportunities and industry developments.
  • Support lead generation activities through email, telephone and LinkedIn outreach.
  • Maintain prospect databases and arrange introductory meetings for Solutions Managers.
  • Produce regular pipeline reports and performance updates for the Head of Solutions.
  • Support sales forecasting, reporting and commercial planning activities.
  • Track service level targets and identify areas where opportunities are delayed or stalled.
  • Measure and report on opportunity progression from initial enquiry through to contract award.
  • Help map and continually improve sales processes across different service lines.
  • Identify bottlenecks and recommend practical solutions to improve efficiency.
  • Support the development of Monday.com through alerts, workflows and automated reporting.
  • Explore opportunities to use automation and AI tools to reduce administration and improve performance.
  • Assist in implementing agreed process improvements across the business.

Requirements

  • Highly organised, proactive and confident in coordinating multiple activities at the same time.
  • Enjoys creating structure, ensuring accountability and working collaboratively with a wide range of stakeholders.
  • Comfortable managing deadlines, chasing actions and maintaining attention to detail while supporting a fast-paced commercial environment.
  • Excellent verbal and written communication skills.
  • Strong organisational and planning abilities.
  • Ability to manage multiple priorities and deadlines effectively.
  • Excellent administrative and project coordination skills.
  • Confidence in following up actions and holding stakeholders accountable.
  • Strong Microsoft Office skills.
  • Experience using CRM systems and reporting tools.
  • Experience in sales support, sales operations or bid coordination.
  • Experience preparing tenders, proposals or bid submissions.
  • Understanding of the energy, utilities, housing or HVAC sectors.
  • Experience using Monday.com or similar CRM/project management platforms.

Skills

  • Microsoft Office
  • CRM systems
  • Reporting tools
  • Monday.com
  • Sales support
  • Sales operations
  • Bid coordination
  • Tender preparation
  • Proposal preparation
  • Bid submission
  • Energy sector understanding
  • Utilities sector understanding
  • Housing sector understanding
  • HVAC sector understanding

Location

  • London (EC2Y 9DT)

Work Type

  • Hybrid Working
  • Full-time

Experience Level

  • Mid-level

Benefits

  • 25 days annual leave, plus bank and public holidays
  • Employer pension contribution matched up to 4%
  • Employee Assistance Programme (EAP)
  • Up to 2 paid volunteering days per year
  • Regular company social events
  • Hybrid working opportunities
  • Business travel expenses paid where applicable

About the Company

  • This role offers a unique opportunity to become a key member of a growing Solutions team, gaining valuable exposure to business development strategy, sales operations, bid management and commercial planning. If you are looking for a role where you can make a real impact, improve processes and contribute directly to business growth, we'd love to hear from you.