Teams at Veridian Service Partners

Coordinates the contract-to-production process for home improvement projects, tracking permits, measurements, materials, schedules, documentation, and customer communications. Supports Project Managers by managing administrative setup, maintaining CRM records, coordinating vendors and internal teams, and monitoring project milestones. Also provides office administration, customer service, meeting coordination, supply management, visitor reception, and post-installation follow-up.

Own post-sale cancellation requests, de-escalate customers, identify objections, and develop approved resolution paths to retain projects and revenue. Proactively monitor at-risk projects, coordinate with project managers, process cancellations when necessary, document root causes, and report save rates, retained revenue, and cancellation trends to leadership. Build the company’s initial customer success save playbook and help develop the future team.

Own and administer Veridian’s Salesforce-based i360 CRM, including configuration, user access, lead routing, reporting, data governance, automation, integrations, system reliability, and release management. Provide user support, training, documentation, and cross-functional partnership with sales, analytics, leadership, and vendors to optimize CRM performance and data integrity.