Office Coordinator & CRM Specialist

Clearview Window & Door Company

113d•Onsite

About The Position

ClearView Window & Door is a family-owned, home-improvement company with a fun and upbeat atmosphere where new ideas for growth and improvement are always welcomed! For over 30 years we have served Maryland homeowners with custom, high-quality windows and doors, as well as siding, roofing, decks, and most all other home exterior projects, now with trusted partners. What makes us different? We are committed to providing simplified, expert, and trustworthy guidance that empowers homeowners to make confident decisions about their home improvement investments, property value, and peace of mind. OFFICE COORDINATOR ROLE Your role is the hub of communications and coordination for the office. It is key to excelling our customer’s experience from first touch when someone calls in for an estimate to installation and follow up. Your voice and kindness is key to repeat and referral business that will drive our growth. Your daily goal will be to keep leads moving, projects on track, and confirm and communicate scheduling to our customers. Problem-solving skills are essential to support a solutions-oriented teamwork approach. We track all leads, contracts, and project details in our CRM (MarketSharp) and you will excel by improving scheduling, finding more ways to digitize, automating customer follow-up while keeping key personal-touch customer experience.

Requirements

5+ years scheduling, customer service, or office coordination experience.
Strong organizational and problem-solving skills.
Proficient in MS Office, Google Suite, Outlook, & CRM systems (MarketSharp, SalesForce a plus).
Excellent written and verbal communication.
Tech-savvy, proactive, and process-oriented.
Friendly and professional; thrives in a small, fast-paced, family business.

Nice To Haves

Digital Marketing Experience a Plus
Priority will be given to candidates with significant CRM expertise.
Priority will be given to EXTENSIVE CRM EXPERIENCE.

Responsibilities

Serve as MarketSharp (CRM) power user: workflows, templates, reminders, reports.
Manage digital contracts (fillable PDFs / DocuSign).
Ensure all photos, notes, and documents are stored in MarketSharp.
Input lead sources, contracts, notes, and costs as the customer progresses through their project.
First touch for incoming calls and inquiries.
Manage the MarketSharp calendar for sales, installs, services, and meetings.
Send appointment reminders
Conduct sales/project follow-up calls and customer anniversary reminders.
Coordinate and schedule time-off requests, organize birthdays, meetings, and team events.
Process and assign new leads; create MarketSharp contact records.
Ensure quotes, notes, and coding are entered by sales team.
Input contracts into MarketSharp; push contracts to QuickBooks.
Monitor job progress and proactively resolve issues.
Prepare and upload installer/service paperwork, customer gifts, invoice, and warranty information.
Generating Daily Status Report and updating daily.
Writes and posts Google review responses.
Maintain showroom collaterals
Coordinates trade shows
Coordinates customer events (Pie Day, Free Screen Repair, etc. )