Transaction Coordinator / Virtual Assistant – Roofing, Construction & Solar
About the Role We are seeking a highly organized Transaction Coordinator / Virtual Assistant to support the sales operations of a roofing and construction company that has recently expanded into solar. The role involves managing day-to-day sales administration, client updates, and coordination of project-related tasks to ensure smooth communication and workflow between the sales manager, clients, and internal teams. This is a full-time position (40 hrs/week) aligned with Pacific Standard Time (PST). Key Responsibilities Sales & Client Support ● Act as the main point of contact for client updates, inquiries, and follow-ups via email, text, and occasional phone calls. ● Track sales transactions, update records, and maintain organized client files. ● Coordinate with clients on project status, ensuring they are informed throughout the process. Administrative & Transaction Coordination ● Manage workflows and daily sales updates for the sales manager. ● Organize permits, documentation, and communication with counties or local offices as needed. ● Consolidate and maintain accurate records for roofing, construction, and solar projects. ● Prepare simple reports and updates for the sales manager. Process & System Support ● Utilize project management and CRM tools to maintain a clear, systematic sales pipeline. ● Suggest and implement organizational processes or apps to streamline workflows. ● Maintain calendars and assist with scheduling as required. Must-Have Qualifications • Strong communication skills (email, text, and professional client interaction). • Excellent organizational and multitasking abilities. • Relevant experience in construction, roofing, or solar industries (including knowledge of permits, customer communication, or local office processes). • High proficiency in using productivity tools (Google Workspace, Microsoft Office, CRMs, project management apps). • Ability to work independently with a proactive, problem-solving approach. Nice-to-Haves • Familiarity with roofing/solar industry CRMs and software tools. • Experience supporting sales teams or working in a transaction coordinator role. • Comfortable suggesting and setting up new tools/systems for improved efficiency $800 - $1,100 a month This is a full-time position (40 hrs/week) aligned with Pacific Standard Time (PST) Why Join Assist World? 100% REMOTE $50 birthday bonus $200 testimonial bonus $300 tenure bonus every 6 months $500 entry monthly raffle NO TRACKER. NO PROBLEM Apply tot his job Apply tot his job