Sales Support & Estimator Coordinator - (CRM)

Accountabilities:

Lead Management and Follow-Up: Take ownership of all inbound leads and estimate requests, ensuring fast response times and consistent follow-up to maximize conversion opportunities.
Execute high-volume outbound follow-up activities, maintaining at least 50 follow-ups per week and ensuring no potential opportunity is overlooked.
Re-engage dormant leads, follow up on unsigned proposals, and proactively move prospects through the sales pipeline.
Track every lead from initial inquiry through the next stages of the sales process, ensuring timely communication and clear next steps.
Estimate and Sales Coordination: Prepare estimate support packages, proposals, job notes, and pipeline updates to support sales representatives and estimating teams.
Coordinate appointments, site visits, estimate reminders, and proposal delivery, ensuring all activities are scheduled and completed accurately.
Support the preparation and organization of quotes, bids, and other sales documentation, maintaining accuracy and timely delivery.
CRM and Pipeline Management: Maintain accurate and up-to-date CRM and job-management systems, including lead records, notes, sales stages, tasks, proposals, and follow-up activities.
Monitor pipeline activity and ensure every opportunity is properly documented, tracked, and advanced.
Maintain strong data accuracy and organization to prevent missed follow-ups, delays, or lost revenue opportunities.
Communication and Operational Support: Communicate clearly and professionally with prospects, customers, franchise owners, and internal teams.
Provide timely updates on lead status, estimates, appointments, and outstanding proposals.
Take full ownership of pipeline organization, follow-up execution, and coordination activities, helping sales teams focus on closing deals.
Maintain consistent performance and responsiveness while managing multiple priorities in a high-volume environment.
Requirements:
At least 2 years of experience in inside sales, service coordination, dispatch, estimating support, or contractor office administration.
Proven ability to manage a high volume of sales follow-ups, including at least 50 lead follow-ups per week or 20+ proposals or quotes per month.
At least 2 years of experience using CRM or job-management platforms such as ServiceTitan, Jobber, Housecall Pro, Buildertrend, HubSpot, or similar systems.
Previous experience supporting sales pipelines involving at least $100K per month in quoting, estimating, or bidding activity.
Strong understanding of lead management, sales follow-up processes, estimate coordination, and pipeline organization.
Excellent organizational skills and attention to detail, with the ability to manage multiple leads, proposals, appointments, and deadlines simultaneously.
Strong written and verbal communication skills, with the confidence to interact professionally with prospects, customers, and internal stakeholders.
Highly proactive, persistent, and results-oriented, with a strong sense of urgency and accountability.
Ability to work independently, prioritize tasks effectively, and maintain consistent follow-up without constant supervision.
Strong CRM discipline and the ability to maintain accurate records, tasks, notes, and pipeline stages.
Ability to successfully complete a live call simulation and written accuracy assessment with a minimum score of 85%.
A professional home office setup and reliable internet connection are required.
Ability to submit an introductory video as part of the recruitment process.
Benefits:
Competitive Compensation: $1,250 USD per month during the first 90 days, increasing to $1,500 USD per month thereafter.
Fully Remote Work: Work from home with exposure to U.S.-based business operations.
Consistent Schedule: Monday to Friday, from 9:00 AM to 6:00 PM, with the working schedule aligned to U.S. time zones (PST, CST, or EST).
Performance-Based Growth: Opportunities for salary increases, long-term stability, and additional career opportunities for high-performing professionals.
Direct Business Exposure: Work closely with U.S. franchise owners and operators focused on business growth and operational execution.
Meaningful Ownership: Take responsibility for activities that directly influence sales performance and business operations, with less bureaucracy and greater autonomy.
Multi-Location Experience: Gain exposure to multiple franchise locations and develop an understanding of scalable business operations.
Growth Opportunities: Access opportunities to develop professionally through hands-on experience in sales coordination, estimating, and CRM management.
Efficient Recruitment Process: Benefit from a streamlined hiring experience with clear communication and timely updates throughout the process.