Executive Assistant - Inside Sales chez Good Faith Energy, LLC

Description

Key Responsibilities

Executive Administrative Support

• Manage the President’s calendar, schedule meetings, and handle daily communications.
• Monitor and respond to the GFE Roofing executive email inbox on behalf of leadership.
• Maintain Salesforce CRM records with accurate status updates.
• Prepare spreadsheets, budgets, and insurance-related documentation.
• Ensure all accounts payable are properly coded and paid promptly.
• Keep vendor files up to date, including all required paperwork and signatures.
• Forecast and coordinate insurance agent meetings; cold calling and outbound prospecting
• Assist in researching, procuring, and maintaining relationships with insurance brokers, agents, realtors, and property management companies.

Inside Sales Support

• Qualify inbound roofing leads, schedule roof inspections, and book in-person sales presentations.
• Manage adjuster meeting schedule and prepare estimates and contracts.
• Coordinate with the Supplement Agent, ensuring supplement and depreciation requests are submitted in a timely manner.
• Maintain proactive communication with customers throughout the project lifecycle.
• Prepare and track Estimate vs. Actual reports for all projects and present to management
• Master insurance processes and terminology to provide expert-level support to sales and customers.

Marketing Coordination

• Collaborate with the President and Marketing Team to maintain a consistent and professional social media presence.
• Ensure monthly customer newsletters are prepared and distributed.
• Coordinate video production schedules with the Marketing Team.

Decision-Making Support

• Partner with the Repairs Manager on all repair projects, including qualifying, scheduling inspections, developing the scope of work, determining pricing, delivering estimates, and ensuring payment collection.

Financial & Reporting Support

• Work directly with in-house accountant to ensure all expenses are properly itemized.
• Prepare and present accurate month-end financial reports to President and Partners.

Requirements

Tools & Systems

• Salesforce (CRM)
• QuickBooks Online (QBO) - Intuit
• Microsoft Office Suite / Google Workspace

Minimum Requirements

• High School or equivalent
• Higher Education in Business Administration or related field
• Ability to multi-task in a fast paced environment
• Self directed with minimal supervision
• Previous experience as Executive Assistant or similar
• Knowledge of the roofing industry a plus