Commercial Roofing Sales & Project Support

Royalty Roofing USA; Appleton (WI); On-site; USD 37,000 - 52,000; Full time

Job summary

Royalty Roofing USA in Appleton, WI is seeking a Full Time Clerical role to support sales and project management. The position involves CRM data entry, proposal prep, and administrative duties across multiple roofing projects.

Ideal candidates have strong organizational skills, comfort with CRM systems, and the ability to work independently in a fast-paced environment near Appleton.

Qualifications

• Experience in commercial roofing or construction preferred.
• Strong proficiency with CRM software and MS Office.
• Excellent communication and time-management skills.

Responsibilities

• Assist Commercial Roofing Sales with proposal preparation, bid packages, and customer follow-up.
• Track leads, opportunities, and pending bids within the CRM system.
• Support estimating and pre-construction activities by organizing project information and gathering required documents.
• Assist Commercial Project Managers with daily project coordination and administrative tasks.
• Work with Expeditor to track project items in CRM as needed
• Help ensure projects are compliant with company processes, safety standards, and documentation requirements.
• Support job costing and project tracking by entering and maintaining accurate information.
• Maintain accurate and up-to-date records in the company CRM system.
• Enter and update customer information, sales activities, project notes, and follow-up tasks.
• Upload contracts, photos, proposals, permits, and project documentation into job files and CRM platforms.
• Organize and maintain electronic filing systems for commercial roofing projects.
• Prepare reports for sales and project management teams as requested.
• Assist with invoice processing, purchase orders, and other administrative functions as needed.
• Ensure all project documentation is complete, accurate, and properly archived.
• Demonstrate strong organizational skills and attention to detail.
• Manage multiple projects and priorities in a fast-paced environment.
• Maintain confidentiality of customer and company information.
• Support continuous improvement of sales, project management, and administrative processes.

Skills

Communication

Organization

Time management

Independent work

Team collaboration

Tools

CRM software

Microsoft Office

Cloud-based file management

Job description

Full Time Clerical Appleton, WI, US

30+ days ago Requisition ID: 1064

Salary Range: $18.00 To $25.00 Hourly

Key Duties & Responsibilities

• Assist Commercial Roofing Sales with proposal preparation, bid packages, and customer follow-up as directed.
• Track leads, opportunities, and pending bids within the CRM system.
• Support estimating and pre-construction activities by organizing project information and gathering required documents as requested.

Project Management Support

• Assist Commercial Project Managers with daily project coordination and administrative tasks.
• Work with Expeditor to track project items in CRM as needed
• Help ensure projects are compliant with company processes, safety standards, and documentation requirements.
• Support job costing and project tracking by entering and maintaining accurate information.

CRM & Administrative Responsibilities

• Maintain accurate and up-to-date records in the company CRM system.
• Enter and update customer information, sales activities, project notes, and follow-up tasks.
• Upload contracts, photos, proposals, permits, and project documentation into job files and CRM platforms.
• Organize and maintain electronic filing systems for commercial roofing projects.
• Prepare reports for sales and project management teams as requested.
• Assist with invoice processing, purchase orders, and other administrative functions as needed.
• Ensure all project documentation is complete, accurate, and properly archived.
• Demonstrate strong organizational skills and attention to detail.
• Manage multiple projects and priorities in a fast-paced environment.
• Maintain confidentiality of customer and company information.
• Support continuous improvement of sales, project management, and administrative processes.

Preferred Skills & Qualifications

• Experience in commercial roofing, construction, project coordination, or administrative support preferred.
• Strong proficiency with CRM software, Microsoft Office, and cloud-based file management systems.
• Excellent communication, organizational, and time-management skills.
• Ability to work independently and collaboratively with sales and operations teams.
• Strong attention to detail and ability to prioritize tasks effectively.