Administrative Assistant

About the role

Provide internal support to sales and/or service team, acting as liaison and point of contact for customers.

Responsibilities

• Respond to customer inquiries regarding pricing, availability, order status, and related matters.
• Serve as the liaison between sales/service team and other internal departments to ensure accurate and timely processing of customer documentation.
• Ensure adherence to all order process policies and procedures.
• Review all sales/service orders and proposals for accuracy, documentation, and clearance.
• Maintain records in CRM and other documentation systems, ensuring data integrity.
• Prepare trackers, manage leads, and compile results of appointments and sales orders; follow up with sales or other departments as necessary.
• Generate and prepare reports.
• Oversee, review, and draft invoices, standard proposals, work orders, and other documentation to ensure product, service, specifications, pricing, and agreed-upon terms are accurate.
• Act as gatekeeper for documentation; gather and maintain job order files.
• Participate in planning meetings with leadership to clarify customer requests and assess order feasibility.
• Perform other duties as assigned.