CRM & Sales Support VA

The heart of this assignment is keeping our CRM current and actionable while ensuring the sales team always knows where every job stands. Each workday I’ll count on you to jump into the CRM, enter new details, tidy up existing records, and pull the short performance reports I need for my morning review. Once those updates are in place, you’ll ping the sales reps through our preferred messaging app for any missing information or status changes, capture their replies, and log the results back into the system. That daily loop—CRM update, quick report, real-time team check-in—will keep our pipeline clean and our projections accurate. If you happen to know Xactimate, that’s a big plus; many of our jobs flow straight from those estimates, and familiarity will make your data entry faster and your questions to the reps sharper. Consistency and clarity are key: five days a week, same rhythm, tight notes. Deliverables are straightforward: an up-to-date CRM, a concise daily report, and a confirmed status for every active job by close of business.

Project ID: 40419279