Katalina O.

I help solar and roofing companies streamline operations, manage sales pipelines, and keep projects moving efficiently from lead to installation. With hands-on experience supporting high-volume solar teams, I specialize in coordinating the operational side of the sales process — from lead intake and CRM organization to project tracking and installation scheduling. I have supported solar teams handling 100+ active projects, coordinating workflows between sales, operations, and project management teams to ensure deals move smoothly from contract to installation. Working in fast-paced remote environments has allowed me to develop strong systems for project tracking, CRM organization, and team coordination, helping companies maintain clear visibility across their operations. How I support solar companies: • Solar sales operations and pipeline coordination • CRM management and workflow optimization • Jobber management for solar and roofing companies • Project tracking from lead to installation • Operational reporting and data tracking • Research, documentation, and administrative support • Remote team coordination and communication Tools & Platforms Jobber, CRM systems, Slack, Excel, Google Workspace, and other operational tools used by remote teams. If you’re looking for someone who understands the operational demands of solar companies and remote teams, I can help keep your pipeline organized, your projects on track, and your operations running smoothly.