Order Specialist - Windows & Doors Installations

Renewal by Andersen Metro & Midwest; Hayward (CA); On-site; USD 37,000 - 39,000; Full time

Benefits offered by this job

Full insurance package (medical,Dental

Vision and life insurance

401(K) with company match

Job summary

Renewal by Andersen Metro & Midwest is seeking an Ordering Specialist to review measure packets, validate documentation, and process customer orders from initial technician measure through release to production.

The role requires attention to detail, experience with CRM software, and coordination with sales, technicians, and stakeholders. Onsite in Hayward, CA with full insurance and 401(k) matching benefits.

Qualifications

• High school diploma or GED required; college not necessary.
• 2+ years of data entry, administrative, or operations support experience preferred.
• Strong organizational skills and attention to detail.
• Proficient with CRM software, shared inboxes, and cloud storage (OneDrive).
• Skilled in Microsoft Office Suite (Word, Excel, Outlook); intermediate Excel skills preferred.
• Salesforce and auditing experience are a plus.

Responsibilities

• Review outstanding technician paperwork daily and verify all required information has been provided.
• Confirm all required measure documents are present and accurate, including both standard and supplemental documents as needed.
• Verify that the Pre Installation Assessment form and contract match and confirm any variances with a signed amendment.
• Create change orders in rForce when pricing changes, update product sections, and confirm contract price and amendment accuracy when submitted by a tech measure.
• Close Tech Measure work orders once holds are resolved to release jobs to Ready to Order (RTO).
• Prepare orders for RTO using the TechMapp uploader to flag variances and validate product details.
• Perform order entry and confirm order release and Purchase Order confirmation.
• Audit orders prior to release by verifying amendments and variances captured and confirmed.
• Monitor the SFordering inbox and chatter continuously and begin initial checks on new jobs as they arrive.
• Any other duties or responsibilities deemed necessary by Management.

Skills

Data entry

Administrative support

Operations support

Organizational skills

CRM software

OneDrive

Microsoft Office Suite

Salesforce

Auditing

Education

High school diploma or GED

Tools

CRM software

OneDrive

Microsoft Office Suite

rForce

Job description

Renewal by Andersen Metro & Midwest is seeking an Ordering Specialist to review measure packets, validate documentation, and process customer orders from initial technician measure through release to production.

The role requires attention to detail, experience with CRM software, and coordination with sales, technicians, and stakeholders. Onsite in Hayward, CA with full insurance and 401(k) matching benefits.