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In House Office Manager And Leads Scheduler
Company | Luxury Bath |
Address | Bellevue, WA, United States |
Employment type | FULL_TIME |
Salary | |
Category | Internet Publishing |
Expires | 2023-07-17 |
Posted at | 10 months ago |
In-House Office Manager and Leads Scheduler
- Full time
- Good listener and problem solver
- Positive and patient
- Job includes in-house bookkeeping and other aspects of office management such as ordering materials and scheduling with potential clients.
- Independent
- Customer service approach, organized and detailed oriented
- Experience is necessary with Excel and Word, QuickBooks experience is a plus.
- Problem solver, creative and team player
- Schedule zoom meeting with potential client
- Pay all incoming bills from contractors, vendor, services, etc.
- Schedule Service calls
- Provide good customer service
- Follow up payments, ensuring all money have been received
- Schedule leads appointment on CRM system to sale person
- Quickbooks
- Office software: Excel and word
- Confirm scheduled appointments with vendors and homeowners. Stay on top of all projects schedule
- Review and reconcile transactions
- Order materials and Oversees orders and delivery and check if in good condition
- Respond quickly to email and phone calls from potential customers
- Create documents and procedures to ensure a smoothly running office
- Responsible for Onboarding of new Employees
- Invoice customers and Receive payments (send balance statements to client)
- Prepare contracts and other documents as needed (PM and Installer folder)
- Enter and record invoices to appropriate jobs in BuilderTrend &
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