• Collaborate with sales reps to manage project intake and data entry in Salesforce.
• Verify installation specifications using distance measurement tools to ensure accuracy.
• Coordinate with customers and HOAs to obtain necessary approvals.
• Confirm installation completion and readiness for project closeout.
• Collect customer feedback and reviews post-installation.

Requirements

1–2 years of experience using Salesforce (or similar CRM platforms), including data entry, project tracking, and workflow management.
Strong organizational skills with the ability to manage multiple projects simultaneously in a fast-paced environment.
Excellent attention to detail , especially when entering and verifying project information.
Strong communication skills , both written and verbal, with the ability to coordinate effectively with sales reps, customers, and HOAs.
Ability to use measurement tools (e.g., distance or laser measurement devices) to verify installation specifications.
Customer-service oriented, with the ability to gather feedback and ensure customer satisfaction.
Proficiency in Salesforce for data entry, project tracking, and documentation.
Basic understanding of project workflows and approval processes.
Comfort using productivity tools such as Google Workspace or Microsoft Office (Docs, Sheets, Excel, etc.).
Strong problem-solving and follow-up skills to ensure projects move to completion.
Ability to work independently while collaborating with cross-functional teams.
High reliability and a commitment to accurate project documentation.
Prior experience coordinating with homeowners, HOAs, or customer approval processes is a plus.

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Hard Skills

Salesforce
data entry
project tracking
workflow management
measurement tools
distance measurement devices
project workflows
approval processes

Soft Skills

organizational skills
attention to detail
communication skills
customer-service oriented
problem-solving skills
follow-up skills
ability to work independently
collaboration skills

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