About this role

Respond to inbound leads from website forms, email, and phone messages
Gather necessary information from potential customers (service needed, property address, photos if required)
Enter and update customer information in the CRM system
Prepare and send estimates using company pricing guidelines and templates
Look up property information using online tools (Google Maps, Zillow, or county property sites)
Ensure estimates are clear, professional, and sent promptly
Follow up with potential customers regarding estimates
Track proposals sent and maintain follow-up reminders
Help convert leads into scheduled jobs
Maintain accurate records of leads, estimates, and job status
Update spreadsheets and CRM records
Keep sales activity organized for the sales manager
Schedule site visits for the sales manager when needed
Assist with preparing documents for larger commercial bids
Communicate with the internal team via Slack and email

Strong written and spoken English
Previous experience as a Virtual Assistant, Sales Assistant, or Customer Support Representative
Excellent organization and attention to detail
Comfortable working with spreadsheets and CRM systems
Ability to learn estimating templates and follow pricing guidelines
Reliable high-speed internet connection
Ability to work during U.S. Eastern Time business hours

Sales and Lead Management Assistant

Key skills