I will provide solar sales ops support, proposals, admin, and lender

I am a detail focused Virtual Assistant supporting solar installers and solar companies. My work centers on proposal and design assistance, CRM management, and lender coordination, ensuring sales teams, surveyors, and homeowners progress smoothly from early stages through contract signing and PTO. I help maintain accurate pipelines, clear communication, and timely project movement.

I have hands on experience working with widely used solar platforms including Aurora, Solargraf, OpenSolar, Solo, SubcontractorHub, and Aerialytic, along with solar focused CRM systems to keep operations organized and on track.

Services Provided:

• Solar proposal creation, updates, and revisions across major design platforms
• CRM administration and pipeline tracking using Coperniq, GoHighLevel, HubSpot, AccuLynx, and JobNimbus
• Lender coordination for loan, lease, and PPA processes including follow ups and status tracking
• Permit documentation preparation and inspection coordination
• Homeowner and subcontractor communication with a professional concierge approach
• Executive and meeting support including reporting for senior leadership