Benefits:

401(k)

Bonus based on performance

Company parties

Competitive salary

Employee discounts

Paid time off

Training & development

Position Title: Operations Coordinator Employment Type: 25 hours per week; potential for full time Start Date: July 23, 2024 Salary: $23/hr

Company Description

ClearView Window & Door Company is a locally owned and operated small business based in Parkville, MD. Our purpose is to install high-quality windows, doors, siding, roofing, and deck solutions that enhance the beauty of homes and maximize investment. We take pride in our expert installations and our commitment to overdelivering for our customers and employees.

Role Description

Are you a kind and friendly individual with a passion for helping people make important decisions about their home? If so, we have the perfect position for you! We understand that this might seem geeky, but we genuinely love our products and take pride in their value and quality. As an Operations Coordinator, you are the company's first contact, front-facing, and will play a crucial role in managing the day-to-day operations of sales and installation scheduling. We're looking for someone who not only brings a positive and friendly attitude, but also has a talent for creating efficient and organized installation routes. Experience with Salesforce or Marketsharp is a huge plus. Join our laid-back, fun, and productive office environment, where you can make a real difference every day in the lives of Maryland homeowners, friends, and community.

Scheduling

First touch for incoming calls for new and existing customers

Schedules measures, installations, services, appointments, meetings, and office staff time off

Coordinates time off requests and flags overlaps

Supports sales with quarterly follow up calls

Project Coordination

Processes leads from website, Google, phone calls, etc.

Establishes initial contact record in MarketSharp (MS) and determines salesperson for appointment.

Text or emails appointment reminder day before

Checks MS that lead contact record has been updated by sales person within 24-hours of appointment. Reaches out to salesperson if information is missing.

Updates spreadsheets and maintains accurate records in MS

Inputs Sold jobs into MS including Contract, Addendums, Lead Form, and payment information.

Forwards contract to Operations and Procurement managers for review

Schedules measure appointment within 5 business days or asap

Pushes contracts to Quickbooks

Monitors progress of jobs and resolves issues that may arise during processing.

Creates paperwork for installer (or service technician when needed)

Adds QR code for Google review to install/service paperwork

Assembles customer gift and warranty folder

Digitizes customer files

Reporting

Maintains and emails weekly Lead, Sales, and Installation reports

Marketing

Admin support for creation and updates of contract, forms, letters, templates

Prints and assembles collaterals for tradeshows and proposals

Maintains showroom collateral inventory and brands with CV labels

Super Power

Loves bringing people together and being the hub of communications

Purchases thematic party supplies for birthdays, meetings, and special occasions

Sets up for parties and coordinates card signing, invites, etc.

Requirements: 2+ years scheduling experience and customer service focused Software Knowledge: MS Office (Word and Excel), Google (Sheets and Spreadsheets), Outlook, Marketsharp (CRM)

At ClearView Window & Door Company, we are proud to be an Equal Opportunity Employer. We believe in fostering an inclusive and diverse workplace where all employees are valued and respected. We are committed to providing equal employment opportunities to all individuals, regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, or any other legally protected status. Our dedication to equality and inclusion reflects our belief that a diverse workforce enhances our company culture, drives innovation, and helps us better serve our customers. Join ClearView and be part of a team where everyone has the opportunity to thrive and succeed!