Admin & Sales Coordinator

About the Role

The role entails a mix of administrative tasks, sales support, and client communication, making it an exciting opportunity for those who enjoy working in a fast-paced environment and are passionate about delivering exceptional customer service. With a focus on pipeline scrubbing, CRM management, and client-facing interactions, this position is ideal for individuals who are organized, communicative, and genuinely invested in keeping the machine running smoothly.

Remote Raven is committed to providing a supportive and inclusive work environment, where employees can grow and develop their skills. As a remote company, they understand the importance of flexibility, autonomy, and open communication. If you're a highly motivated and detail-oriented individual looking for a challenging and rewarding role, this could be the perfect opportunity for you.

What You Will Do

• Review the sales pipeline daily to assess where each job stands in the process
• Identify jobs that have been stagnant or sitting at a stage longer than expected and flag them for manager review
• Contact sales representatives via text through the Podium phone system or CRM messaging to gather missing information and move jobs forward
• Update job records in the CRM accurately and promptly based on information received from the sales team
• Monitor the pipeline for inconsistencies, missing documentation, or stalled progress and proactively call attention to anything that needs action
• Escalate concerns or unusual patterns to the operations manager rather than letting issues go unaddressed
• Call insurance companies on behalf of active claims to follow up on pending claims, request status updates, verify coverage details, and document outcomes in the CRM
• Communicate clearly and professionally with insurance adjusters and representatives
• Track insurance call activity and flag claims that require escalation or additional attention
• Send professional, template-based emails to clients at key stages of the job process
• Respond to basic client inquiries or route them to the appropriate team member when needed
• Maintain a client-first mindset in all communications, ensuring every interaction represents the company positively
• Create client-facing photo reports using job photos provided by the field team, organizing and formatting reports clearly and professionally for client delivery

What We Are Looking For

• Detail-oriented and proactive individual with excellent communication skills
• Ability to work in a fast-paced environment and prioritize tasks effectively
• Strong organizational skills, with the ability to maintain accurate records and follow established workflows
• Proficiency in CRM platforms, with the ability to learn and adapt to new systems
• Excellent written and verbal communication skills, with the ability to communicate clearly and professionally with clients, sales representatives, and operations managers
• Ability to work independently and as part of a remote team, with a strong focus on teamwork and collaboration
• Strong problem-solving skills, with the ability to identify potential issues and escalate concerns when necessary
• Ability to maintain confidentiality and handle sensitive information with discretion
• Strong follow-through and ability to meet deadlines, with a focus on delivering exceptional customer service

Nice to Have

• Previous experience in a similar administrative or sales support role
• Familiarity with the roofing or construction industry
• Experience with Podium or similar text-based communication systems
• Basic knowledge of estimating processes and project management principles

Benefits and Perks

• Competitive salary and benefits package
• Opportunity to work with a growing and dynamic company
• Collaborative and supportive work environment
• Flexible working hours and remote work arrangements
• Professional development and training opportunities
• Access to cutting-edge technology and tools
• Recognition and reward for outstanding performance
• Comprehensive health and wellness programs
• Generous paid time off and holiday entitlement

• Make sure to highlight your attention to detail and organizational skills in your application, as these are crucial for success in this role.
• Familiarize yourself with CRM platforms and be prepared to learn and adapt to new systems.
• Showcase your excellent communication skills, both written and verbal, and demonstrate your ability to communicate clearly and professionally with clients and team members.
• Emphasize your ability to work independently and as part of a remote team, with a strong focus on teamwork and collaboration.
• Be prepared to provide examples of your problem-solving skills and ability to identify potential issues and escalate concerns when necessary.
• Research the company culture and values to demonstrate your understanding of the company's mission and vision.
• Prepare to ask informed questions during the interview process, such as what a typical day looks like in this role or what opportunities are available for professional development and growth.