Commercial Roofing Sales & Project Support at pmX Group

Appleton, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Aug, 26

Salary

25.0

Posted On

13 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Proposal Preparation, CRM Management, Project Coordination, Job Costing, Administrative Support, Bid Packaging, Electronic Filing, Time Management, Microsoft Office, Cloud-based File Management, Customer Follow-up, Pre-construction Support

Industry

Construction

Description

Commercial Roofing Sales & Project Support Coordinator – Nasi Roofing Key Duties & Responsibilities Sales Support * Assist Commercial Roofing Sales with proposal preparation, bid packages, and customer follow-up as directed. * Track leads, opportunities, and pending bids within the CRM system. * Support estimating and pre-construction activities by organizing project information and gathering required documents as requested. Project Management Support * Assist Commercial Project Managers with daily project coordination and administrative tasks. * Work with Expeditor to track project items in CRM as needed * 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. CRM & Administrative Responsibilities * 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 as requested. * Assist with invoice processing, purchase orders, and other administrative functions as needed. * Ensure all project documentation is complete, accurate, and properly archived. General Expectations * 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. Preferred Skills & Qualifications * Experience in commercial roofing, construction, project coordination, or administrative support preferred. * Strong proficiency with CRM software, Microsoft Office, and cloud-based file management systems. * Excellent communication, organizational, and time-management skills. * Ability to work independently and collaboratively with sales and operations teams. * Strong attention to detail and ability to prioritize tasks effectively.

Responsibilities

Provide comprehensive support to commercial roofing sales and project managers through proposal preparation and administrative coordination. Maintain accurate project records and documentation within the company CRM system.