• Design, build, and maintain Power BI dashboards and reports used by sales leadership, regional managers, and operations stakeholders • Translate business questions into analytical solutions — defining data models, DAX measures, and visual layouts that surface actionable insight • Own the full lifecycle of each BI deliverable: requirements gathering, development, QA, stakeholder review, and ongoing maintenance • Proactively identify opportunities to consolidate, retire, or automate legacy reports that no longer serve a decision-making function • Maintain a data quality scorecard tracking duplicate rates, missing fields, and stale records across key data sources, with periodic reporting to leadership • Produce and distribute routine sales reports — pipeline views, territory summaries, account lists, order recaps — so reps and managers have reliable, consistent data without building it themselves • Support ad hoc analytical requests from sales leadership, providing clean, well-documented outputs with appropriate context and caveats • Identify, propose, and help implement process improvements for manual or inefficient workflows within the sales operations function • Own and maintain sales-related email distribution lists and the external-facing salesperson locator, keeping them accurate as the team evolves • Maintain the Sales Operations SOP library, managing version control and ensuring materials reflect current processes • Administer the Sales Ops SharePoint environment including content organization and permissions management • Administer the CRM platform (Microsoft Dynamics) including user onboarding and offboarding, account setup, permissions, and configuration • Create and maintain customer account records with a focus on deduplication, field completeness, and data accuracy • Conduct routine data audits to identify and resolve quality issues before they surface in reporting or commission calculations • Serve as a cross-functional liaison between Sales Operations, IT, Finance, and HR for CRM and systems-related requests • Administer and maintain rep records in the commission platform, ensuring accurate setup ahead of each compensation cycle • Partner with Sales Operations leadership to flag data discrepancies or configuration issues that could affect payout accuracy.

Sales Operations Coordinator Location: Salt Lake City, Utah Remote Full-time Job Description: About HDM Capital Founded in 2017, HDM Capital is a leader in solar finance, built by seasoned professionals with deep expertise in solar sales and renewable energy lending. HDM’s mission is to provide homeowners and EPC partners with the most seamless, affordable, and accessible path to solar adoption—combining best-in-class customer service with trusted financing solutions. With a track record of innovation and reliability, HDM is poised for continued growth in a fast-evolving energy landscape. Key Responsibilities: - Plan, organize, and coordinate daily operational activities to meet business goals. - Communicate with various departments to improve efficiency and workflow. - Support projects within Operations and Asset Management - Assist in investor relationships. - Provide administrative support, including generating reports and managing correspondence. - Auditing with needed Competencies & Characteristics: - Proven experience in operations, project coordination, or a similar role. - Attention to detail. - Strong problem-solving and organizational skills. - Excellent verbal and written communication abilities. - Proficiency in project management tools and office software (e.g., MS Office, ERP systems). - Ability to multitask and manage time effectively in a fast-paced environment. Qualifications: - 1 year + of experience in underwriting or related fields. - Exposure to renewable energy, infrastructure, or project finance is strongly preferred. - A quiet work-from-home environment. - Ability to synthesize technical, legal, and financial information. - High personal integrity, accountability, and eagerness to learn. Compensation and Work Environment - Full-time, W2 position - Competitive base salary (based on experience) - Bonus potential for top performers - The position will be based in Utah; however, the role is remote. You will have to go into the office an average of one per quarter. - Uncapped PTO after 90 days - High-growth potential for the right candidate Location & Work Authorization This is a U.S.-based remote position. Candidates must physically reside in the United States and be legally authorized to work in the U.S. at the time of application and throughout employment. HDM Capital does not provide visa sponsorship or employment-based immigration support for this role. Equal Employment Opportunity Statement HDM Capital is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are made based on qualifications, merit, and business needs, without regard to race, color, religion, gender, national origin, age, disability, or veteran status. We actively encourage veterans and military spouses to apply.

Role Description We're looking for an entrepreneurial sales professional to help build and scale a new growth channel for our business. This is a true builder role - you'll create opportunities from the ground up by: - Prospecting - Generating pipeline - Closing new business - Managing customer relationships You'll own the entire customer journey—from cold outreach and closing deals to onboarding, implementation, and long-term account growth. What You'll Do - Introduce our free visualizer to independent furniture dealers through heavy outbound phone outreach, turning cold calls into active network members. - Manage the entire relationship lifecycle, handling everything from the first call through onboarding and long-term engagement. - Figure out creative, scalable ways to get these companies on board faster, rather than just relying on one-by-one outreach. - Spend time with our existing team to learn the plays that worked for them, and adapt those motions for the furniture space. - Work closely with marketing to refine our messaging and build better enablement materials based on real market feedback. - Act as the ultimate feedback loop for our product and sales teams, translating your daily conversations into clear insights on the true "voice of the furniture dealer." Qualifications - You are a self-starter who doesn't need a pre-written playbook to get to work. - You enjoy ambiguity and solving new problems. - You have real grit and are completely at home with cold outreach. - You have a high level of practical common sense and can build relationships quickly. - You are highly communicative and can synthesize what you hear on the ground into actionable advice for our internal teams. - You possess a deep sense of professional curiosity. Requirements - Solid background in outbound sales, account management, or market expansion, with a proven comfort level in high-volume cold calling. - A "founder" mentality—you like the idea of working in an early-stage environment where you help build the process as you go. - Strong communication skills and the ability to build rapport quickly over the phone. - Adaptability and a natural curiosity to learn a new industry. - Experience in furniture retail or manufacturing is a great bonus, but not a dealbreaker. Benefits - Remote-first company that encourages employees to work from where they're most productive. - Tight-knit teams to cultivate an ownership mentality. - Encouragement of curiosity and attention to detail. - Work anywhere in the world for up to 3 months! - Parental leave program. - Work-from-home stipend. - Your birthday (and our company's birthday) is a day off! About our hiring process - Now: You upload your resume and complete a brief questionnaire. - Step 1: We arrange a video call with you to assess your abilities. - Step 2: Complete a take-home assessment. - Step 3: You attend the second video interview. - Step 4: You attend the third video interview. - Step 5: You meet one of the founders. AI in Recruitment At Leap Tools, we leverage AI technology to enhance our recruitment process. These tools assist with tasks such as resume screening, sourcing prospective candidates, and supporting administrative tasks for enhanced operational efficiency. Founders and senior leadership are directly involved in our recruitment process, and AI is never used to make the final hiring decision. Company Description Leap Tools is an equal opportunity employer committed to fostering an inclusive, equitable, and accessible environment. Accommodations are available on request for candidates taking part in all aspects of the interview process. If you require any accommodation, please contact us at ta@leaptools.com. Take the Leap. Apply now.

• Spend significant time in the field to identify gaps in our sales skills and performance. • Deliver sales training during onboarding and throughout sellers' development within Alan’s team. • Design impactful training programs across key topics: sales techniques, insurance expertise, legal environment, and product knowledge. • Build training assets in collaboration with internal experts and leadership. • Experiment with engaging formats to maximize sales adoption. • Ensure effective change management as the organization continues to scale (new countries, new products, etc.). • Orchestrate large-scale events for 100+ sales professionals across three countries. • Own our two flagship sales events (Sales Kick-Off and Back to School) that bring together the entire sales organization in France, Belgium, and Spain. • Develop engaging training programs on Alan’s priority business topics.