Customer Success Administrator

Air Comfort, Inc; Phoenix (AZ); On-site; USD 45,000 - 65,000; Full time

Job summary

Global Roofing Group is seeking a Customer Success Administrator to support the sales team, manage documentation, and handle client communications. This role requires detail orientation and the ability to work in a fast-paced environment, with office-based duties and occasional travel for meetings or site visits.

The ideal candidate will be proficient with Microsoft Office and CRM software, possess strong communication skills, and maintain organized customer files, contracts, and sales orders to

Qualifications

• High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
• Proven experience as an administrative assistant or in a similar support role, preferably within sales or construction.
• Strong organizational skills with attention to detail.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and CRM software (experience with roofing-specific tools a plus).
• Excellent written and verbal communication skills.
• Ability to handle multiple tasks and prioritize effectively in a fast-paced environment.
• Positive, customer-focused attitude with excellent interpersonal skills.
• Basic knowledge of the roofing industry and construction processes is a plus.
• Ability to work independently as well as part of a team.
• Time management skills with the ability to meet deadlines

Responsibilities

• Support the sales team with daily admin tasks, scheduling appointments, meetings, and site visits.
• Prepare and maintain sales presentations, reports, and proposals.
• Help manage and update customer information in the CRM system.
• Coordinate follow-up with potential and current customers to ensure timely responses and satisfaction.
• Serve as a primary point of contact for clients via phone, email, or in person.
• Schedule site inspections for roofing projects with customers and sales reps.
• Maintain and organize customer files, contracts, and sales agreements.
• Track sales metrics and assist in forecasting and reporting.
• Provide office support and coordinate logistics for meetings.

Skills

Administrative support

Client communication

CRM experience

Time management

Detail oriented

Education

High school diploma

Associate or Bachelor's degree preferred

Tools

CRM software

Microsoft Office

Job description

About Us

With a rich 53-year history, Global RSW has established itself as a USA Top 20 leading commercial roofing contractor, specializing in roofing, waterproofing, and wall panels. Our commitment to delivering top-quality building envelope solutions extends to clients in the USA, Central America, and South America. Fueled by an unwavering dedication to excellence, innovation, and customer satisfaction, we have garnered a distinguished reputation in the industry.

Position Overview

Position Overview: The Customer Success Administrator will play a vital role in supporting the daily operations of the sales department. This individual will handle administrative tasks, manage documentation, assist with client communications, and ensure the smooth flow of information between the sales team and customers. The ideal candidate will be detail-oriented, organized, and capable of working in a fast-paced environment.

Key Responsibilities

1. Sales Support:
   
   
   
   • Assist the sales team with day-to-day administrative tasks, including scheduling appointments, meetings, and site visits.
   
   
   • Prepare and maintain sales presentations, reports, and proposals.
   
   
   • Help manage and update customer information in the CRM (Customer Relationship Management) system.
   
   
   • Coordinate follow-up with potential and current customers to ensure timely responses and customer satisfaction.
   
   
   
   


2. Customer Communication:
   
   
   
   • Serve as a primary point of contact for clients, answering inquiries via phone, email, or in person.
   
   
   • Handle client communications, relay messages to the sales team, and ensure follow-up on important tasks and deadlines.
   
   
   • Schedule appointments and site inspections for roofing projects with customers and sales representatives.
   
   
   
   


3. Document Management:
   
   
   
   • Maintain and organize customer files, contracts, and sales agreements.
   
   
   • Process sales orders, update project documentation, and ensure compliance with company policies.
   
   
   • Assist in managing contracts and agreements, ensuring they are accurate and signed in a timely manner.
   
   
   • Prepare and file necessary documents for roofing permits, warranties, and project completion.
   
   
   
   


4. Sales Coordination & Reporting:
   
   
   
   • Track sales metrics and assist in the preparation of reports for the sales team and management.
   
   
   • Monitor sales leads, quote requests, and follow up on any outstanding issues.
   
   
   • Assist in creating weekly and monthly sales forecasts or summaries.
   
   
   
   


5. Office Support:
   
   
   
   • Perform general office tasks, including answering phones, greeting visitors, and managing office supplies.
   
   
   • Ensure smooth day-to-day office operations, including managing calendars and maintaining filing systems.
   
   
   • Help organize company events or meetings, coordinating logistics and materials as necessary.
   
   
   
   


6. Other Duties:
   
   
   
   • Support the sales team in administrative tasks related to project management and customer service.
   
   
   • Work collaboratively with other departments, such as marketing, accounting, and operations, to ensure seamless sales processes.
   
   
   • Stay updated on roofing industry trends and product knowledge to better assist the sales team and customer.
   
   
   
   

Skills and Qualifications

● High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
● Proven experience as an administrative assistant or in a similar support role, preferably within sales or construction.
● Strong organizational skills with attention to detail.
● Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and CRM software (experience with roofing-specific tools a plus).
●Excellent written and verbal communication skills.
● Ability to handle multiple tasks and prioritize effectively in a fast-paced environment.
● Positive, customer-focused attitude with excellent interpersonal skills.
● Basic knowledge of the roofing industry and construction processes is a plus.
● Ability to work independently as well as part of a team.
● Time management skills with the ability to meet deadlines

Working Conditions

• Full-time position; typical office hours from 7-4 or 8-5.


• Occasional overtime may be required, especially during busy seasons.


• Office-based with occasional travel for meetings or job-site visits.

Global Roofing Group is an equal opportunity employer. We are committed to fostering a diverse and inclusive workplace where all individuals are valued and treated with respect. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.