I will assist solar sales ops with proposals, CRM admin and lender support

Usama A.

Pakistan

I speak Urdu, Punjabi, English

1 order completed

Accuracy That Pays

I deliver accurate, insurance-ready estimates and smooth solar operations that move projects faster and maximize results. From Xactimate roofing estimates to solar proposals, CRM management, and lend...
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About this Gig

I am a detail-first Virtual Assistant for solar companies and installers. I specialize in proposal & design support, CRM administration, and lender coordination helping sales teams, surveyors and homeowners move deals to signed contract and PTO smoothly. I work across common solar platforms (Aurora, Solargraf, OpenSolar, Solo, SubcontractorHub, Aerialytic) and solar-specific CRMs to keep pipelines accurate and projects on schedule.


Services I offer:


  • Solar proposals & revisions (Aurora / Solargraf / OpenSolar / Solo / Aerialytic)
  • CRM administration & pipeline management (Coperniq, GoHighLevel + HubSpot/AccuLynx/JobNimbus)
  • Lender coordination: loan, lease & PPA follow-up (GoodLeap, Sunlight, LightReach, EnFin, Almika, Concert, Skylight)
  • Permit & documentation prep; inspection follow-up
  • Client & subcontractor concierge: fast, professional homeowner communication
  • Meeting & exec support (CEO/senior stakeholder reporting)


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assist solar sales ops with proposals, CRM admin and lender support
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assist solar sales ops with proposals, CRM admin and lender support

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