Admin – Sales Coordinator

Job not on LinkedIn

🕒 April 20

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Remote Raven

WebsiteLinkedInAll Job Openings

11 - 50 employees

👥 HR Tech

🎯 Recruiter

🤝 B2B

HR Tech • Recruitment • B2B

Remote Raven is a company that connects businesses with highly qualified virtual assistants to fill various roles across multiple industries. They focus on providing professional, college-educated, and well-trained remote workers from the Philippines who can handle diverse tasks, including customer service, bookkeeping, digital marketing, HR, healthcare, and web development among others. Remote Raven ensures that these remote workers are fluent in English and hold relevant degrees or certifications. They offer a simple and affordable recruiting process without start-up fees, aiming to help companies streamline their staffing needs with reliable remote personnel.

📋 Description

• Review the sales pipeline daily to assess where each job stands in the process • Identify jobs that have been stagnant or sitting at a stage longer than expected and flag them for manager review • Contact sales representatives via text through the Podium phone system or CRM messaging to gather missing information and move jobs forward • Update job records in the CRM accurately and promptly based on information received from the sales team • Monitor the pipeline for inconsistencies, missing documentation, or stalled progress and proactively call attention to anything that needs action • Escalate concerns or unusual patterns to the operations manager rather than letting issues go unaddressed • Call Insurance companies on behalf of active claims • Follow up on pending claims, request status updates, verify coverage details, and document outcomes in the CRM • Communicate clearly and professionally with insurance adjusters and representatives • Track insurance call activity and flag claims that require escalation or additional attention • Maintain organized records of all insurance interactions for internal reference and manager review • Send professional, template-based emails to clients at key stages of the job process • Ensure clients receive timely updates and that communications are accurate, on-brand, and sent without delay • Respond to basic client inquiries or route them to the appropriate team member when needed • Maintain a client-first mindset in all communications — every interaction represents Phoenix Roofing and Repair • Create client-facing photo reports using job photos provided by the field team • Organize and format reports clearly and professionally for client delivery • Ensure photo reports are completed and sent to clients in a timely manner following field inspections or project milestones • Assist with basic project estimates using company-provided templates and pricing guidelines • Full training on estimating processes will be provided — prior roofing or estimating experience is not required • Ensure completed estimates are entered accurately into the CRM and communicated to the appropriate team member • Maintain organized and up-to-date job files and records within the CRM and supporting systems • Support the operations manager and sales team with day-to-day administrative tasks as needed • Follow established workflows and procedures while flagging any gaps or inefficiencies to leadership

🎯 Requirements

• This is a full time role