Deck & Balcony Administrator

TevisHR•Sacramento, CA

3d•Onsite

About The Position

Good Life Restoration https://www.goodlifefire.com/ is seeking a detail-oriented and proactive Deck & Balcony Administrator to support our sales process. This individual contributor role is an hourly, full-time position located in North Highlands, California. 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.

Requirements

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
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
Must Pass a Criminal History Background Investigation; However, a Conviction of a Crime May Not Disqualify an Individual from This Position

Nice To Haves

Prior administrative or sales support experience is a plus

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