Sales & Estimation - Sales Operations Coordinator

Job Description: The Sales Operations Administrator is responsible for supporting data entry related to the Home Renovation Savings Program - Attic stream. This role will assist in the valuable collection of customer detail, creation of applications, collaborating with back-office teams, and working closely with the Sales Operations Team on shared duties.
Job Responsibilities:

Review customer application files—including participation agreements, supporting documents, invoices, and photos—and accurately update the program portal and internal CRM according to established processes.
Contact customers via phone and email to request missing or clarifying information and update all relevant systems accordingly.
Create, update, and submit program applications with a high level of accuracy, efficiency, and attention to detail.
Correct and update files flagged for errors or incomplete information, collaborating with internal teams, customers, and program representatives to advance applications.
Review and maintain daily internal audit reports to track program backlog, identify issues, and monitor overall volume.
Support incoming call volume by speaking with customers about program requirements, gathering necessary information for their applications, and pre-qualifying their eligibility for the program.
Perform additional tasks and responsibilities as assigned.

Key Competencies:

Strong communication and organizational skills.
Ability to work individually and with teams.
High level of productivity
Strong attention to detail.
Previous customer service experience, administrative and office experience.
Good decision making and problem-solving skills.
Experience with Office 365 and previous CRM preferred

Reports to: Sales Operations Leader