Operations Support Coordinator

1 week ago


Georgetown, Texas, United States Apex Roofing Full time
Job Overview

The Operations Support Coordinator will manage the administrative functions within the Sales and Project Management Division.

Key Responsibilities:
  • Facilitate the assignment of incoming leads and establish job files in the CRM system.
  • Assist in the review and approval process for all quotes before customer contracts are finalized.
  • Conduct thorough compliance checks on files submitted by Project Managers to ensure all documentation is complete; return incomplete files for correction and assist as necessary.
  • Procure all necessary materials for each project to guarantee availability on-site prior to subcontractor engagement.
  • Coordinate subcontractor schedules to ensure timely completion of work.
  • Support Production Supervisors in managing their schedules, ensuring all projects undergo quality assessments and customer satisfaction is achieved prior to subcontractor payments.
  • Review and adjust subcontractor invoices, granting approval prior to disbursement.
  • Complete Work Orders within the CRM system.
  • Process and record all customer payments, submitting scopes of work to accounting for insurance claims.
  • Serve as the administrator and expert for the CRM utilized by the sales team.
  • Analyze customer preferences to effectively guide sales strategies.
  • Engage with potential clients to ascertain their requirements, recommending suitable equipment, products, or services.
  • Assist in resolving customer complaints and issues that may hinder efficient sales operations.
  • Provide one-on-one support to Project Managers to ensure success for Apex Roofing and deliver exceptional customer service.
  • Perform additional collaborative tasks as assigned.
Required Skills and Qualifications:
  • Strong verbal and written communication abilities.
  • Proficient in sales and customer service.
  • Adept at navigating fast-paced environments with constant changes.
  • Exceptional organizational skills and attention to detail.
  • Ability to maintain a big-picture perspective and solve problems effectively.
  • Familiarity with Google Workspace, Jobnimbus, or similar software.
Education and Experience:
  • Preferred: Bachelor's degree in Business, Business Administration, or a related field.
  • Minimum of three years of experience in sales, customer service, or a relevant field.
Physical Requirements:
  • Ability to sit for extended periods while working at a computer.
  • Capability to lift up to 15 pounds occasionally.

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