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ClearView Window and Door Company · 1 day ago

Office Coordinator & CRM Specialist

Parkville, MD

Full-time

Onsite

Senior Level

5+ years exp

ClearView Window & Door is a family-owned home-improvement company that has served Maryland homeowners for over 30 years. They are seeking an Office Coordinator & CRM Specialist to enhance customer experiences, manage scheduling, and oversee CRM processes to ensure smooth operations and effective communication.

Construction

Responsibilities

Serve as MarketSharp (CRM) power user: workflows, templates, reminders, reports

Manage digital contracts (fillable PDFs / DocuSign)

Ensure all photos, notes, and documents are stored in MarketSharp

Input lead sources, contracts, notes, and costs as the customer progresses through their project

First touch for incoming calls and inquiries

Manage the MarketSharp calendar for sales, installs, services, and meetings

Send appointment reminders

Conduct sales/project follow-up calls and customer anniversary reminders

Coordinate and schedule time-off requests, organize birthdays, meetings, and team events

Process and assign new leads; create MarketSharp contact records

Ensure quotes, notes, and coding are entered by sales team

Input contracts into MarketSharp; push contracts to QuickBooks

Monitor job progress and proactively resolve issues

Prepare and upload installer/service paperwork, customer gifts, invoice, and warranty information

Generating Daily Status Report and updating daily

Writes and posts Google review responses

Maintain showroom collaterals

Coordinates trade shows

Coordinates customer events (Pie Day, Free Screen Repair, etc.)

Qualification

CRM expertiseMarketSharpDigital marketingMS OfficeGoogle SuiteTech-savvyCustomer serviceProblem-solvingCommunicationOrganizational skills

Required

5+ years scheduling, customer service, or office coordination experience

Strong organizational and problem-solving skills

Proficient in MS Office, Google Suite, Outlook, & CRM systems (MarketSharp)

Excellent written and verbal communication

Tech-savvy, proactive, and process-oriented

Friendly and professional; thrives in a small, fast-paced, family business

Warm, personable presence and you take genuine pride in creating positive experiences for customers

Highly tech-savvy, quick to learn new platforms, and confident navigating digital tools

Communicate with clarity, empathy, and professionalism, ensuring customers, colleagues, and vendors stay aligned

Operate with an intrapreneurial mindset, finding satisfaction in building structure, improving processes, and proactively keeps systems running smoothly