Quick overview
Job description
Core Role Responsibilities
- Reviews sales contracts for accuracy and inputs data into MS Dynamics 365 with high accuracy
- Works directly with Sales Reps, Sales Managers, and customers on contract addenda and other required paperwork items to ensure we have all the needed information to approve a sale
- Manages market specific email inbox and responds in a timely manner
- Validate, enter financing information into MS Dynamics 365 and request modifications based on sale changes
- Enters customer payments and completes daily payment log verifications for all payment methods
- Proactively monitors various reports and actions upon when needed until resolution
- Processes change orders, proactively tracks progress along pipeline and contacts Sales and customers until completed
- Collaborates with Accounting Department during month end processes
- Performs other duties as assigned
Basic Qualifications
- High School Diploma or GED
- 2+ year of similar administrative support experience
Preferred Qualifications
- Proficiency in Microsoft Office Suite
- CRM (Customer Record Management) experience a plus
- Customer-centric mindset
- Demonstrated success in deadline-driven and high-pressure environment
- Home Improvement/Construction industry experience is a plus
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