Key skills
SalesforceCRMSales
About this role
Role Overview
- Monitor incoming sales inbox for new contracts and submissions
- Review contracts to identify issues or reasons for delays
- Flag errors, missing information, or inconsistencies
- Create sales workbooks for each new project (contracts, financing documents)
- Organize and maintain accurate records for all incoming sales
- Ensure all documentation is complete and properly structured
- Create and update work orders within Salesforce CRM
- Accurately input and track project details
- Maintain clean and organized CRM records
- Assist in resolving contracts on hold by identifying root issues
- Support additional tasks such as pricing and financing validation
- Contribute to improving workflow efficiency and processing speed
Requirements
- 1–3+ years experience in administrative support, sales operations, or CRM management
- Experience with Salesforce or similar CRM systems strongly preferred
- Strong attention to detail and organizational skills
- Ability to handle high-volume, fast-paced workflows
- Experience reviewing contracts or sales documents is a plus
- Quality assurance or process-checking background preferred
- Basic Excel or spreadsheet skills
Benefits
- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- And more!