An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
Sales Admin Zero Impact Solutions Huntington Beach, CA Job Details Full-time $23 - $28 an hour 1 day ago Benefits Health insurance Dental insurance Paid time off Qualifications Optimizing workflow processes Project team coordination Operational analysis Sales support Google Sheets Microsoft Outlook Financial model construction Pricing analysis Startup experience Slack Mid-level Revenue forecasting Analysis skills Continuous improvement Cost analysis Data reporting support Financial projection model development Managing projects CRM system proficiency 1 year Zoho Financial forecasting analysis AI-driven automation Cash flow budgeting Communication skills Quality data entry Progress tracking (project management tasks) Excel data analysis
Full Job Description Benefits:
Health insurance Paid time off Training & development Company parties Dental insurance Who we are: As the use of electric vehicles continues to grow, and as they are expected to be nearly 30% of new vehicle sales by 2025 and more than 50% by 2040, electric mobility is becoming a reality. We here at Zero impact Solutions are passionate about driving this revolution, and building the infrastructure powering California's EV charging networks. Zero Impact Solutions continues to build relationships with reputable companies through our dedication and quality. We're bringing together stakeholders to make e-mobility a reality for our Golden State. Since our founding in 2018, Zero Impact Solutions has focused solely on making the transition to electric easy for businesses, fleets, and drivers. Zero Impact Solutions offers an opportunity to be a part of a new and thriving industry and the opportunity to create an all-electric future for generations to come. Be a part of the groundbreaking team, that's building the EV charging industry and make your mark on how people and goods will be transported. Join us in our mission to accelerate the transition to electric transportation and create a better world for future generations.
JOB SUMMARY
The Sales Admin partners with departments across the organization to facilitate data entry, create financial documentation, and ensure accuracy while maintaining processes to keep teams on track of project caseload.
JOB RESPONSIBILITIES
Project Management (50%), Data Entry (50%), and Continuous Process Improvement. Utilize Artificial Intelligence (AI) to improve efficiency in documentation, data management, and reporting. Build and maintain financial models and multi-year revenue projections, including cost analysis, pricing, and cashflow forecasting. Constructively participate in developing and optimizing operational procedures and technical solutions. Serve as the go-to resource for sales reps: field questions, troubleshoot issues, and provide guidance on future deals. Ideal candidates should have Project Management skills to manage assigned projects. Meet with various teams to review project milestones, deadlines, and general status updates. Support business functions daily for communication, updates, and facilitating submission of rebate applications and documents. Develop a strong understanding of the EV charging industry and the corresponding rebate programs. Maintain and create documentation on business processes. Other duties as assigned.
JOB QUALIFICATIONS/SKILLS
1-3 years of related experience and/or training or equivalent combination of education and experience. Project Management Professional (PMP) Certification from the Project Management Institute (PMI) or industry equivalent from an accredited school is a plus. Experience supporting a sales team. Strong Excel/Google Sheets experience (pivot tables, look-ups, advanced formulas,, macros, etc.) CRM experience (Zoho, Slack, etc.) Excellent analytical skills. Excellent listening, interpersonal, written(email), and oral communication skills. Advanced skills in Microsoft Office applications, specifically Excel, Outlook, and Word. Confident in their ability to handle assigned projects and show performance in their work. Solution-Oriented, capable of problem-solving high-stakes cases with short notice. Experience working in a start-up company is a plus. Zero Impact Solutions is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity or expression, age, national origin, veteran status, genetic information, union status and/or beliefs, or any other characteristic protected by federal, state, or local law.
Compensation:
$23.00 - $28.00 per hour We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
