Sales Administrative Assistant

Walton Roofing • Bradenton, FL

398d • $38,480 - $41,600

About The Position

The Sales Administrative Assistant plays a crucial role in supporting the sales department by managing daily administrative tasks and handling incoming customer inquiries. This position ensures that sales representatives have the necessary support to provide exceptional customer service and maintain efficient operations within the sales team.

Requirements

• High school diploma required.
• Associate's degree in Business Administration preferred.
• 3 to 5 years of experience as a Sales Department Assistant preferred.
• 3 years of roofing knowledge preferred.
• 3 years of contract negotiation experience required.
• 3 years of contract bid experience required.
• 3 years of permitting experience required.
• 3 years of experience in insurance claims and payments required.
• 3 years of sales administration experience required.
• Proficient using Microsoft Office.
• Excellent computer skills.
• Excellent communication and customer service skills.
• Excellent clerical skills to provide and update sales and customer records.
• Outstanding organizational and multitasking skills.
• Ability to prioritize work and succeed under deadlines.

Nice To Haves

• Clerical experience: 2 years (Preferred)
• Contract management experience: 2 years (Preferred)
• Data entry experience: 2 years (Required)
• CRM software experience: 2 years (Preferred)
• Driver's License (Preferred)
• Certified Notary Public (Preferred)

Responsibilities

• Provide job numbers for contracts, repairs, and industrial projects and keep job number spreadsheet updated and accurate.
• Prepare and gather all information and paperwork needed for Pre-Qualification packets and Technical Proposals for General Contractors as required.
• Complete qualification packets for all 3 offices.
• Coordinate for the three locations and gather proper paperwork for fully executed contract packages, including Insurance, CIPS, COI's, bonds, and pre-qualification packages, and update SharePoint accordingly.
• Review Contract package and Start-up Master Files with SA and Dallas Admins before job numbers are provided and Contract packets are distributed.
• Serve as backup for processing New Sub-Contractors Master Service Agreements and issuance of insurance packets if needed.
• Create opportunities in SharePoint for bids and move folders through the SharePoint process after contracts are awarded.
• Review and confirm all documents and required information for the 'Start-up' MasterFile for proper set-up.
• Point of contact for Annual Insurance Report updates on all COI's.
• Run BCH report and provide Insurance Renewals annually.
• Back-up to Assistant Sales Admin and assist other team members as needed on a daily basis.
• Distribute daily mail and perform various office duties as needed.
• Assist with downloading and printing bid packages and full-size plotter drawings.
• Maintain spreadsheet with office equipment for all three offices.
• Assist IT with equipment management and desk setup.
• Maintain issuance of company laptops in accordance with company policies and provide signed forms to Human Resources.
• Serve as the point of contact for the sales department by answering incoming calls and email messages.
• Review and modify incoming contracts per previous agreements and/or send to Legal/Risk Management for review.
• Monitor New Customer contracts through in-house Risk Management for modifications and assist with monitoring responses and status updates.
• Maintain records of executed Contracts.
• Maintain Copier Supplies and Readings to BSI.
• Maintain various subscriptions for Sales (EagleView, TX Comptroller, etc.).
• Commitment to meeting deadlines.
• Other duties as assigned.

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Specialty Trade Contractors
• Education Level: High school or GED