The goal is to help us improve documentation, streamline internal communication and ensure the team is hitting key milestones.
Duties
Interact with project managers regarding project status/completion, and resolve conflicts when necessary.
Interact with sales team to assist with data input for our CRM system
Maintains files and logs in accordance with established procedures.
Attend weekly team meeting to review ongoing project schedules & requirements
Upload new sales leads into our online CRM system
Upload clients information including contact info, room dimensions, photos and videos into their CRM file
Create tasks / to do’s in CRM to improve communication and help keep projects on schedule
Assist sales team in creating custom proposals
Create weekly and monthly reports that are internally sent out to the team
Notify team of past due items that could be causing potential project delays
Limited communication with customers
Requirements
High school diploma or general education degree (GED) required
2 years of data entry experience or related office experience
Working knowledge of CRM systems
Strong computer skills
Ability to enter data into a computer quickly and accurately
Comfortable with office equipment including a computer, telephone, scanner, calculator, and photocopier
Strong attention to detail
Highly motivated person who takes initiative and is proactive in addressing issues.
Ability to juggle competing priorities, multi-task and change direction with a variety of workplace tasks.
Ability to work well with project managers and sales team
Strong organizational and time management skills.
Good decision making, analytical, and problem solving abilities.
Strong communication and writing skills with the ability to clearly explain issues.
Must be authorized to work in the United States
Must be able to pass drug and background screening
Must be a dependable self-starter, able to work unsupervised in a fast-paced environment.
Benefits
401(k)
401(k) matching
Dental insurance
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Retirement plan
Vision insurance
Work Remotely
Work remotely temporarily due to COVID-19
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