Commercial Roofing Sales & Project Support

Royalty Roofing USA•Appleton, WI

About The Position

Nasi Roofing is seeking a Commercial Roofing Sales & Project Support Coordinator to assist with proposal preparation, bid packages, customer follow-up, lead tracking, and organizing project information. This role also involves supporting project managers with daily coordination and administrative tasks, ensuring project compliance, and assisting with job costing and tracking. Additionally, the coordinator will be responsible for maintaining the company CRM system, uploading project documentation, organizing electronic files, preparing reports, and assisting with invoice processing and purchase orders.

Requirements

Proficiency with CRM software
Proficiency with Microsoft Office
Proficiency with cloud-based file management systems
Excellent communication skills
Excellent organizational skills
Excellent time-management skills
Ability to work independently
Ability to work collaboratively with sales and operations teams
Strong attention to detail
Ability to prioritize tasks effectively

Nice To Haves

Experience in commercial roofing
Experience in construction
Experience in project coordination
Experience in administrative support

Responsibilities

Assist Commercial Roofing Sales with proposal preparation, bid packages, and customer follow-up.
Track leads, opportunities, and pending bids within the CRM system.
Support estimating and pre-construction activities by organizing project information and gathering required documents.
Assist Commercial Project Managers with daily project coordination and administrative tasks.
Work with Expeditor to track project items in CRM.
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.
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.
Assist with invoice processing, purchase orders, and other administrative functions.
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.