Executive Virtual Assistant

Here is the link to the application form: https: // airtable.com/shrhSGyWDEekxP2VD
Note: Choose "LAVENDER" as the keyword on the form

Requirements:

At least 2-3 years of experience working as an Executive Virtual Assistant
Background working in the Roofing and Construction Industry is highly preferred
Ability to build SOPs and processes for startup companies
Must be knowledgeable with these tools: JobNimbus, Company Cam, Hover Measurements software, Google Drive, Gusto Payroll software
Must be able to cold call and make callbacks on a phone and speak great English
Must have knowledge of Basic Bookkeeping

Responsibilities:

Daily Tasks:
Confirm next-day sales appointments with customers.
Report on daily sales and financial metrics.
Track lead stages and duration to assist sales team.
Manage and file job documents in CRM (measurements, invoices, insurance, etc.).
Handle additional document filing, emails, and vendor communications.
Perform various administrative tasks as needed.

Weekly Tasks:
Prepare individual performance reports by Thursday for Friday one-on-one meetings. Compile team performance and KPI reports by Friday for Monday morning meetings.
Attend weekly Monday morning meetings. Hold weekly KPI meetings.

Ongoing Tasks:
Enter all job-related material and labor receipts into CRM.
Use the CRM budget tool to calculate bi-weekly commissions.
Assist in writing SOPs and creating role-specific documents.