Operations Assistant

To apply, you will only have to fill a short form on our website that will take you less than 5 minutes.

 

Job Title: Operations Assistant

 

About the Company:

Our client provides home improvement services.

 

Job Description:

As an Operations Assistant, you will support the sales and production teams. You will manage customer information and ensure smooth project flow from sale to completion. You will communicate with customers and internal teams to keep projects on track.

 

Responsibilities of the role:

• Document Design Consultations in One Click and Company Cam.

• Update appointment results in the Resulting Tool and Serviceminder.

• Track sales follow-up appointments and mark tasks as complete.

• Process customer payments, including checks and credit cards.

• Enter deposit information into Serviceminder.

• Send deposit receipts and contract reminders to customers.

• Calculate and send commissions to the salesperson and bookkeeper.

• Assist the Project Manager with measure appointments.

• Move customers to "Need to Order" status in Serviceminder after a measure is complete.

• Email customers updated sales agreements and project change summaries.

• Communicate installation dates to customers.

• Remind the Production Manager to communicate plumbing schedules to Robert (Biggerstaff).

• Remind the Production Manager to connect with other subcontractors.

• Start and finish install appointments in the Serviceminder calendar.

• Create invoices in Serviceminder.

• Record all payments and send final payment receipts to customers.

• Send Maintenance Guides and Warranty copies to customers.

• Call customers to verify proper functioning after installation.

• Walk through close-out checklists with customers.

• Arrange home walk-through appointments for close-outs if requested.

 

Required Experience and Qualifications:

• 1 year of experience in an administrative or operations role.

• Experience with customer communication and support.

• Basic understanding of sales processes.

• Ability to manage multiple tasks and deadlines.

• Strong attention to detail.

• English level C1.

 

Preferred Skills:

• Experience in the construction or home services industry.

• Familiarity with CRM software.

 

Personality:

• Organized and detail-oriented.

• Proactive and able to work independently.

• Excellent communication skills.

• Team player.

 

Software & Tools:

• Serviceminder

• One Click

• Company Cam

• Spreadsheets

 

Schedule:

Monday to Friday

9:00 AM to 5:00 PM EST

 

Salary and Benefits:

• Payment in USD or Local Currency according to candidate's preference.

• Full-time remote opportunity.