We are seeking an Office Administrator / Proposal Designer to become an integral part of our team at our Pleasantville, NY 10570 location! You will coordinate and oversee the organization's daily operations including proposal generation, CRM upkeep, accounting reports and ensuring procurement is ahead of schedule.

Qualifications:

• Must have excellent organizational skills
• Must be proficient with Google Workspace
• Must be highly proficient with computers
• Must be a self starter

Sales and Client Support 70%

• 50% Proposal creation using company software (liaison with partners / sales agents / reference CRM onsite survey reports)
• 10% Update CRM daily with any relevant edits, conversations with clients, updates from Company Operations Group message threads and Company Sales Group message threads
• 5% schedule sales meetings via Calendly with Leads that reach out to the company via email, website, directly to agents, social media posts or messages, or company phone lines (liaison with partners / sales agents)
• 2.5% Work with marketing firm to boost social media boosts / send email and text campaigns based on certain local events. (liaison with firm / partners)
• 2.5% Use company provided vendor accounts to create, filter and input new leads into company CRM with name, addresses, email and phone numbers and other relevant criteria. (liaison with partners)

Build Operations Support 20%

• 5% Weekly procurement report illustrating current inventory levels, product still in inventory that’s sold, low level inventory needing to be ordered, products ordered, products received into inventory that week (liaison with ops team)
• 5% Order approved purchase orders using existing vendor accounts / approved pricing matrix. (liaison with partners)
• 5% Client scheduling and install / troubleshoot calendar upkeep using Calendly (liaison with ops team)
• 5% Fill out DPNR and interconnection paperwork, Send permitting paperwork to clients for digital signature via adobe sign (reference signed install agreement, liaison with clients and ops team)

Bookkeeping 10%

• 2.5% Double check installer inventory receipt inputs, project material take off inputs for errors (weekly)
• 2.5% Bi-weekly payroll report
• 2.5% Monthly expense report
• 2.5% Quarterly profit / loss report per project & company wide (gross receipts, labor hours to date per project, total material costs to date per project, marketing and overhead)

Benefits:

• Medical Benefits after 6 months
• Paid holidays/time off after 6 months