Job Description

• Monitor and manage incoming sales inquiries, ensuring prompt tracking from first contact through close
• Generate and assign Project Numbers and maintain an accurate, up-to-date Sales Pipeline/CRM
• Create timely, accurate estimates, invoices, Work Orders, and change orders for the sales team
• Collaborate with Sales Account Managers to assemble Project Briefs and coordinate department communication
• Manage recurring billing cycle orders, open project tracking, and expired estimate follow-ups
• Organize project folders, store signed contracts, and maintain all sales-related documentation
• Generate Purchase Orders for sales department services and keep the PO Registry current
• Support the Project Closure process by collecting debrief reports from all departments
• Provide general administrative support including scheduling and calendar management
• Other duties as assigned

• Bachelor’s degree or equivalent experience
• 1-3 years in customer service or sales
• Proficient in Microsoft Office
• Working knowledge of Quickbooks
• Highly organized with a sharp attention to detail in all correspondence and documentation
• Able to juggle multiple priorities in a deadline-driven environment.
• A self-starter who takes initiative and is eager to grow into higher level responsibilitie
• Comfortable handling confidential information with discretion