Sales & Estimation Sales Operations Coordinator

Job Description: The Sales Operations Administrator is responsible for supporting data entry related to the Home Renovation Savings Program - Attic stream. This role will assist in the valuable collection of customer detail creation of applications collaborating with back-office teams and working closely with the Sales Operations Team on shared Responsibilities:Review customer application filesincluding participation agreements supporting documents invoices and photosand accurately update the program portal and internal CRM according to established customers via phone and email to request missing or clarifying information and update all relevant systems update and submit program applications with a high level of accuracy efficiency and attention to and update files flagged for errors or incomplete information collaborating with internal teams customers and program representatives to advance and maintain daily internal audit reports to track program backlog identify issues and monitor overall incoming call volume by speaking with customers about program requirements gathering necessary information for their applications and pre-qualifying their eligibility for the additional tasks and responsibilities as Competencies: Strong communication and organizational to work individually and with level of productivityStrong attention to customer service experience administrative and office decision making and problem-solving with Office 365 and previous CRM preferred Reports to: Sales Operations Leader