The Role
Supports the sales process from contract completion through project measurement and handoff to product ordering. Reviews contracts, manages sales holds, updates CRM records, tracks KPI metrics, prepares reports, and collaborates with sales and finance teams. Also serves as the Charlotte branch office manager, handling reception, correspondence, supplies, vendors, equipment, administrative support, and office events while maintaining a professional customer and visitor experience.
Summary Generated by Built In
After 36 years of being an industry leader, we continue to grow and serve more customers who are looking for a trusted partner to work with on improving the beauty and value of their homes. We are growing our Sales Operations Team to support our expansion and ensure we continue to provide a 5-star Customer Experience.
We are actively seeking a detail-oriented Sales Administrator to play a vital role in our success by coordinating and overseeing the procedures, tasks and timing of the key aspects of our sales process and serve as an Office Manager in our Charlotte branch office.
Sales Administrator Overview
The Sales Administrator is responsible for supporting new sales efforts by ensuring all required processes are followed and paperwork such as contracts and credit applications are completed. The Sales Administrator collaborates with the Sales Team and various functional areas to ensure a smooth customer experience as their project goes through the contract and finance stages and onto the sold-to-construction feasibility audit and measure phase. This individual oversees the new sale until it's ready to hand off to the Product Ordering Dept.
Additionally, the Sales Administrator will serve as the Office Manager for our Charlotte branch office, serving as the main point of contact for all visitors, deliveries, and administrative support.
Sales Administrator Duties Sales Administration
Office Management
Sales Administrator Qualifications:
We are actively seeking a detail-oriented Sales Administrator to play a vital role in our success by coordinating and overseeing the procedures, tasks and timing of the key aspects of our sales process and serve as an Office Manager in our Charlotte branch office.
Sales Administrator Overview
The Sales Administrator is responsible for supporting new sales efforts by ensuring all required processes are followed and paperwork such as contracts and credit applications are completed. The Sales Administrator collaborates with the Sales Team and various functional areas to ensure a smooth customer experience as their project goes through the contract and finance stages and onto the sold-to-construction feasibility audit and measure phase. This individual oversees the new sale until it's ready to hand off to the Product Ordering Dept.
Additionally, the Sales Administrator will serve as the Office Manager for our Charlotte branch office, serving as the main point of contact for all visitors, deliveries, and administrative support.
Sales Administrator Duties Sales Administration
- Review and process all new contracts
- Manage the administrative process for all sales from sold status to project measure completion
- Manage and provide oversight over all sales holds and tasks requiring action and assist Sales Leadership, Mentors, and Sales Reps in resolving all post-sales issues that may cause delays.
- Create reporting on holds and collaborate with Regional Sales Leaders, Mentors, and Sales Reps to move jobs from sold to net
- Resolve and own Sales Admin holds and collaborate with the Finance Administrator to resolve Finance holds
- Manage appropriate reports and data to ensure company metrics are met
- Maintain IHR KPI metrics for sales and sales administration
- Update our CRM (i360) and other appropriate systems with post-sales issues, comments, and resolutions
- Other duties, as assigned
Office Management
- Act as a key IHR Brand Ambassador, always representing the company positively and professionally, both on the phone and in person
- Manage office entry and respond to all visitors in a timely fashion, according to target response times and security protocols
- Manage incoming and outgoing correspondence, including mail, emails, and miscellaneous inquiries in the Charlotte Office
- Oversee the day-to-day activities of the office as the main point of contact in the reception area, keeping management informed with routine and requested reporting
- Oversee visitors’ experiences and ensure a personal, friendly experience for anyone coming into the Charlotte office
- Maintain an optimal office environment by keeping the appearance of common areas neat and organized and enforcing the required office-related procedures needed to preserve consistency in this area
- Provide direct administrative support to Sales Leadership. This support includes scheduling meetings and events, booking travel, updating documents or lists, creating reports, and updating the CRM
- Oversee and maintain select types of office equipment for uninterrupted function, collaborating with IT as necessary
- Identify and collaborate with the Corporate Office Manager to fulfill supply needs, maintain and manage a variety of office-related vendors, and coordinate food delivery, as needed
- Serve as the branch representative on the Culture Committee, coordinating all events held at the branch.
- Other duties, as assigned
Sales Administrator Qualifications:
- High School Diploma or equivalent
- 2+ years prior experience in sales or administration in home improvements, home services, or related industries
- Tech-savvy
- Sales mindset
- Highly organized
- Process-oriented
- Strong written and verbal communication skills
- Ability to work autonomously
- Ability to problem solve and collaborate with others to reach resolutions
- Attention to detail
- Accurately type 40+ words per minute
- Proficient using Microsoft Office and Online Systems/CRMs (i.e., Salesforce.com)
- Highly competitive compensation package
- Generous time-off benefits, including company Holidays
- Health, Dental, and Life insurance options
- 401K Retirement Savings
- AFLAC Supplemental Insurance
- Professional work environment, brand-new, centrally located offices
- State-of-the-art technology tools and resources
- Backing of 36-year-old proven industry leader
- Collaborative, professional, entrepreneurial environment
- Monthly culture-driven events, featuring contests, learning events, and celebrations
Skills Required
- High school diploma or equivalent
- At least 2 years of experience in sales or administration in home improvements, home services, or related industries
- Technology proficiency and comfort using online systems and CRM platforms
- Sales-oriented mindset
- Highly organized and process-oriented
- Strong written and verbal communication skills
- Ability to work autonomously
- Problem-solving and collaboration skills
- Strong attention to detail
- Typing speed of at least 40 words per minute
- Proficiency with Microsoft Office and CRM systems such as Salesforce
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The Company
What We Do
Founded in 1989, Improveit Home Remodeling specializes in home remodeling products and services, including replacement windows and bathroom remodeling. Their mission is to make continuous improvements in their customers' lives.
