Position Overview:
We are seeking a detail-oriented and proactive Sales & Administrative Coordinator to support our sales process. This position involves managing customer communications, handling CRM data, coordinating proposals and reports, and facilitating the inspection and billing process. The ideal candidate will be highly organized, tech-savvy, and comfortable working in a fast-paced environment.
Key Responsibilities:
- Handle inbound and outbound communications with leads and clients via phone and email
- Follow up with leads and maintain timely correspondence to support deal progression
- Enter and update lead and property management (PM) information in Pipedrive
- CRM
- Schedule property evaluations and inspections using Pipedrive
- Prepare, correct, and finalize proposals; save as PDF and send via email or
- DocuSign for signature
- Upload and organize relevant documents in Pipedrive
- Coordinate and confirm inspection appointments with clients
- Edit, finalize, and publish inspection reports using ScribeWare
- Save finalized reports as PDFs and send to internal and external stakeholders
- Generate and send client invoices using QuickBooks
- Distribute stamped reports and documentation
- Submit estimate requests to AMS as needed
Qualifications:
- Strong communication skills, both written and verbal
- Experience using CRMs (Pipedrive preferred), DocuSign, QuickBooks, and cloud-based
- Proficient in document handling (PDF creation, editing, saving, and email distribution file systems
- Highly organized with attention to detail and ability to manage multiple tasks
- Self-motivated and capable of working independently with minimal supervision
- Prior administrative or sales support experience is a plus
Office Skills:
- Strong written and oral English communication skills
- Strong Excel skills
- Basic accounting understanding
- Knowledge of general office administration
- Intermediate computer skills: Microsoft Word, Outlook, Adobe Acrobat, and Internet
software
Things to know about us:
Vision:
We will work to unify all leadership, every division, and every team in the Good Life family to
work together in love, to serve our clients, and to leverage the unique specialties of each team
to greater benefit our clients, our teams, and the company as a whole.
Mission:
Lead with love. Servant leadership. Invest into leaders. Invest into all teams Accountability Culture.
If you have been looking for an opportunity to be a part of a company that supports and fosters true employee engagement and values its Human Assets (PEOPLE), let’s talk-it will be the best
decision you have made in a long time.
Good Life Group offers a very competitive pay and benefits package including medical, dental, vision, life insurance and 401k. GLG is an Equal Opportunity Employer.
This job description is a general overview and may be subject to change based on the specific requirements and policies of the hiring company.