Commercial Roofing Sales & Project Support

Full Time Clerical Appleton, WI, US

30+ days ago Requisition ID: 1064

Salary Range: $18.00 To $25.00 Hourly

Key Duties & Responsibilities

• Assist Commercial Roofing Sales with proposal preparation, bid packages, and customer follow-up as directed.
• Track leads, opportunities, and pending bids within the CRM system.
• Support estimating and pre-construction activities by organizing project information and gathering required documents as requested.

Project Management Support

• Assist Commercial Project Managers with daily project coordination and administrative tasks.
• Work with Expeditor to track project items in CRM as needed
• Help ensure projects are compliant with company processes, safety standards, and documentation requirements.
• Support job costing and project tracking by entering and maintaining accurate information.

CRM & Administrative Responsibilities

• Maintain accurate and up-to-date records in the company CRM system.
• Enter and update customer information, sales activities, project notes, and follow-up tasks.
• Upload contracts, photos, proposals, permits, and project documentation into job files and CRM platforms.
• Organize and maintain electronic filing systems for commercial roofing projects.
• Prepare reports for sales and project management teams as requested.
• Assist with invoice processing, purchase orders, and other administrative functions as needed.
• Ensure all project documentation is complete, accurate, and properly archived.
• Demonstrate strong organizational skills and attention to detail.
• Manage multiple projects and priorities in a fast-paced environment.
• Maintain confidentiality of customer and company information.
• Support continuous improvement of sales, project management, and administrative processes.

Preferred Skills & Qualifications

• Experience in commercial roofing, construction, project coordination, or administrative support preferred.
• Strong proficiency with CRM software, Microsoft Office, and cloud-based file management systems.
• Excellent communication, organizational, and time-management skills.
• Ability to work independently and collaboratively with sales and operations teams.
• Strong attention to detail and ability to prioritize tasks effectively.