Job Description – Administrative Assistant
Key Responsibilities
Lead & CRM Management
* Record new leads and contacts received through meetings, referrals, networking, or other sources into the CRM and spreadsheets.
* Maintain accurate and up-to-date client records.
* Update the CRM with new information and interaction notes as provided.
Supplier Coordination
* Contact suppliers to obtain pricing and product information for upcoming projects.
* Maintain communication with suppliers to ensure timely responses.
Quote Preparation
* Prepare customer quotes using company-approved templates.
* Submit completed quotes to the business owner for pricing and margin review before sending them to clients.
Client Follow-up
* Follow up with clients after quotes have been sent via phone, email, and text messages.
* Continue follow-up until a clear decision has been received.
* Re-engage inactive leads and maintain regular communication with prospective cli...