Demo

Office Administrator

Vision Roof Services, Inc.
Palm Desert, CA Full Time
POSTED ON 3/20/2025
AVAILABLE BEFORE 4/17/2025

POSITION SUMMARY

Vision Roof Services is seeking a detail-oriented and proactive Office Admin to be the first point of contact for clients and partners. As the first point of contact, you'll handle phone and email communications, follow up on proposals, and even close deals over the phone to support business growth.

About the Company:

Vision Roof Services specializes in delivering high-quality roofing services that satisfy our clients beyond expectations. With over 30 years of experience, our team is dedicated to delivering energy-efficient, durable, and fire-resistant roofing services that stand the test of time.

Key Responsibilities:

  • Answer all incoming calls to Vision's main line promptly and professionally.
  • Act as the first point of contact for clients, creating a welcoming and professional experience.
  • Ensure all incoming calls are properly routed or addressed, and document call details as necessary.
  • Serve as the primary administrator for Cardone University, monitoring daily participation and usage of Cardone University by all team members.
  • Conduct follow-up calls with clients regarding proposals, addressing inquiries and ensuring customer satisfaction.
  • Maintain accurate and detailed client communication records within Vision's CRM (Buildertrend).
  • Act as the administrator for JDP relations, ensuring seamless call capturing and scheduling.
  • Collaborate with the General Manager to oversee and improve the JDP client interaction process.
  • Provide comprehensive administrative support to the CEO and General Manager, including scheduling, correspondence, and any other related tasks.
  • Assist in preparing reports, presentations, and other materials using Excel, PowerPoint, and other tools.
  • Manage and maintain an organized and efficient office environment.

Requirements:

  • Ability to handle phone and email interactions with professionalism, clarity, and a customer-first approach.
  • Proficient in Buildertrend CRM, Excel, PowerPoint, and other productivity tools.
  • Ability to multitask and manage multiple responsibilities in a fast-paced environment.
  • Hardworking, self-motivated, and eager to go above and beyond expectations.
  • Highly detail-oriented with the ability to accurately track and manage information.
  • A strong commitment to delivering excellent customer service and building positive relationships.
  • Quick learner with the ability to adapt to changing priorities and technologies.
  • Driven to grow personally, professionally, and financially within Vision Roof Services, aligning with our commitment to excellence and expansion.

Education and Experience:

  • Bachelor's Degree (Preferred)
  • 1-2 years of Office Admin role or equivalent.
  • Must be proficient in Microsoft Office Suite (Excel, Word, PowerPoint), CRM software, and other administrative tools.

Commitment to Diversity:

Vision Roof Services recognizes that a diverse staff is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.

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