Job Overview

Our client is seeking a highly organized, proactive Sales Operations Assistant to support daily office operations, customer communication, and sales follow-up efforts. This role is central to keeping the business running smoothly — ensuring customers feel taken care of, the CRM stays accurate, and the team stays aligned.

This person will be customer-facing, handling follow-ups with leads who have not yet closed, identifying what they need to move forward, and communicating updates to the sales and marketing teams. They will also support the Office Manager, Marketing Coordinator, and Ownership with administrative tasks, scheduling, documentation, and operational workflows.

Schedule

• Monday - Friday, 8:00 AM - 5:00 PM Eastern Time (40 work hours per week)

Responsibilities

Customer Follow-Ups & Sales Support (Primary Focus)

• Call, text, and email customers who have received estimates; identify objections, questions, or barriers and provide updated information, next steps, or solutions.
• Document all findings and conversations in the CRM; track follow-up cadence and ensure no lead falls through the cracks.
• Coordinate with the sales team when a lead becomes hot or needs a revised quote.

CRM Management & Marketing Coordination

• Update customer notes, statuses, and communication logs in the CRM; maintain clean, organized customer records.
• Follow direction on tagging, pipeline stages, and follow-up sequences; assist with outbound messaging campaigns, review requests, and customer experience touchpoints.

Administrative, Operations & Office Support

• Assist with administrative tasks, scheduling, documentation, and prepare customer files, job folders, and internal paperwork.
• Answer inbound calls and route appropriately; support material tracking, vendor communication, and job readiness checks.
• Assist with scheduling updates, customer confirmations, pre-installation communication, and notify customers of delays, reschedules, or material changes.
• Coordinate with crews and ensure smooth daily operations; track job progress and update the CRM or internal systems.

Ownership & Leadership Support

• Complete task assignments, provide updates on progress, customer feedback, and operational issues; assist with special projects, reporting, and internal initiatives.

Qualifications

• Prior administrative or customer service experience preferred.
• Strong communication skills — confident, clear, and customer-friendly; comfortable handling follow-ups and customer inquiries.
• Highly organized with strong attention to detail
• Experience with CRM systems (or ability to learn quickly)
• Ability to multitask in a fast-paced environment
• Professional, positive, and solution-oriented mindset
  
  

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note

• Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.