Valcourt Group · 3 months ago
Office Manager- Client Support Manager (69440)
Valcourt Group is a company seeking an Office Manager- Client Support Manager to oversee daily office operations and ensure efficient functioning. The role involves managing administrative staff, coordinating meetings, overseeing budgets, and supporting employees with various tasks while maintaining a positive work environment.
Building MaintenanceBuilding MaterialConstructionReal EstateService Industry
Responsibilities
Oversees daily office operations to ensure smooth, efficient functioning by managing administrative staff, coordinating meetings and events, ordering supplies, overseeing budgets, and supporting employees with administrative tasks
Establishing office procedures
Managing facilities
Handling correspondence and vendor relations
Ensuring a positive work environment
Complete all data entry and changes and ensure proper tracking
Complete all requested tasks in Salesforce daily
Ensure that contact information for people in Salesforce is as accurate as possible
Assist GM with the renewal process every month as needed
Track all close wons, cancellations, changes on the Sales Report
Bill work orders daily
Ensure Data Table 2 is up to date daily and inform GM of any problem sites
Ensure that billing information is correct for each WO before it is pushed through to NetSuite
Run non-return service ticket list on Tuesdays and Fridays and send to the managers
Ensure that WO’s are turned in as soon as each job is complete
Review incoming contracts for clients to ensure they match what is in Salesforce
Request certificates of insurance as required by customer
Send contract to GM for execution
Create and maintain a tracking spreadsheet for all contracts returned
Ensure that the executed contract is returned to Valcourt in a timely manner, reaching out to clients on a regular cadence until we get them back
Ensure that all contracts are filed properly in the building folders and on the opportunity in Salesforce
Schedule WO’s and communicate with clients as needed for portions of the schedule that you are responsible for
Maintain and update the entire schedule when the Scheduling Manager is out of the office
Answer all incoming calls in a courteous and professional manner, assess the caller’s needs and direct them to the appropriate person
Order office supplies when necessary
Responsible for upkeep of all office equipment, ensuring that they are running effectively and troubleshooting problems when necessary, sometimes coordinating with IT Director
Create and maintain tracking spreadsheets for both franchise auto insurance policies, GPS systems and worker’s compensation policies
Alert General Manager and others when needed of any upcoming expirations of franchise policies
Create and maintain a tracking system for all Valcourt resell items to the franchises
Provide organization and planning for any company events, meals, and special visits
Work in conjunction with the operations team to plan the holiday party
Be the main point of contact for all service providers that the office needs
Qualification
Required
Strong organizational skills
Strong communication skills
Strong problem-solving abilities
Experience with Salesforce
Ability to manage administrative staff
Experience in overseeing budgets
Experience in handling correspondence and vendor relations
Ability to maintain a positive work environment
Experience in data entry and tracking
Ability to assist in contract execution and tracking
Experience in job scheduling assistance
Ability to maintain office systems and functionality
Experience in ordering office supplies
Ability to maintain office equipment
Experience in creating and maintaining tracking spreadsheets
Ability to provide assistance and support to the General Manager
Company
Valcourt Group
Valcourt Group is a premier provider for waterproofing, window cleaning, and restoration services.
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Littlejohn & Co
2021-04-05Acquired
2021-01-12Private Equity
Recent News
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