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.