Sales Administrative Assistant

POSITION SUMMARY We are seeking a driven and detail-oriented Sales Assistant to support our team in the roofing industry. This individual will assist in scheduling appointments, managing client follow-ups, coordinating project details, and supporting the sales team in closing deals. The ideal candidate will bring excellent organizational skills, a customer-focused mindset, and a working knowledge of the roofing or construction industry. ABOUT CARDONE VENTURES Our mission is to help business owners achieve their personal, professional, and goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, accountable, transparent, disciplined, aligned, and results oriented. This company operates nationally and is growing by the day. OBJECTIVES Efficiently coordinate and manage sales appointments, client consultations, and follow-up visits to maximize team productivity. Conduct timely and professional follow-up calls and emails to nurture relationships and provide updates on quotes, timelines, and project details. Assist in creating accurate and professional estimates, proposals, and contracts tailored to clients' roofing needs. Maintain and update the CRM system with client interactions, lead statuses, and sales activities to ensure a well-organized sales pipeline. Build strong client relationships by addressing inquiries and concerns promptly and ensuring exceptional customer service. Manage administrative tasks, including data entry, file organization, and scheduling, to support the sales team effectively. Collaborate with the sales, operations, and production teams to ensure client satisfaction and project success. Manage the scheduling of meetings, book travel arrangements, and ensure all itineraries align with the team’s objectives and deadlines. Process reimbursements and track travel and meeting expenses, ensuring timely and accurate financial reporting. COMPETENCIES Understanding of the roofing or construction industry, including common materials, services, and processes (preferred). Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment. Strong written and verbal communication skills to interact with clients and internal teams professionally. Commitment to delivering exceptional customer service and ensuring client satisfaction. Meticulous attention to detail in preparing quotes, contracts, and client correspondence. Experience with CRM systems, Microsoft Office Suite, and project management tools. Ability to address client concerns and assist the sales team in resolving challenges. Strong interpersonal skills to work effectively with sales, operations, and production teams. EDUCATION Previous experience in a sales support or administrative role, preferably in the roofing or construction industry. Proficiency in using CRM and scheduling tools. High school diploma or equivalent; additional education or certifications in sales or construction are a plus. 10X TOTAL REWARDS Medical, dental, and vision for FT positions and their dependents Vacation and sick time policy that increases based on tenure with the company Three work from home days per month (4/month during June-August) Employee Assistance Program through Guardian 401k with Company match (estimated to launch in Q1 2025) Pet Insurance through SPOT for your 10X pets Competitive parental leave policy: 100% paid - 8 weeks for primary caregiver, and 4 weeks for secondary caregiver 1 month remote for both Employee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep services Professional Development through reimbursements for courses/certifications outside of CV, and a 10X Mentorship Program Continued Education: we provide team members complete access to our range of educational resources valued at over $250,000 in areas such as Sales, Operations, People, Finance and Marketing Uncapped Commission Potential: all of our team members have the opportunity to sell our Products/Services (and are trained on how to do so). We have several examples of non-sales team members earning well over $20,000 in annual commission PHYSICAL REQUIREMENTS Prolonged periods sitting at a desk and working on a computer COMMITMENT TO DIVERSITY As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.