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Sales & Client Support

• Prepare and issue quotes, renewal contracts, and pricing sheets for review and approval by Sales Manager.
• Support customer inquiries, resolve service issues promptly, and escalate complex cases to the Sales Manager when needed.
• Maintain accurate and up-to-date client information within CRM systems (e.g., Monday.com, HubSpot, or other internal software).
• Assist with contract renewals, client onboarding, and service change requests.
• Coordinate with Dispatch, Operations, and Accounting to ensure service accuracy and timely invoicing.
• Track and follow up on open opportunities, expiring contracts, and pending quotes.
• Help monitor sales activity and ensure alignment with company retention and growth goals.

Administrative & Reporting Functions

• Prepare and distribute weekly and monthly sales activity reports and performance summaries.
• Maintain an organized digital filing system for contracts, quotes, and client communications.
• Assist with RFP responses, bid documentation, and proposal coordination.
• Support company marketing initiatives, community events, and trade show participation as assigned.
• Ensure compliance with all company policies and confidentiality standards.

Cross-Department Collaboration

• Participate actively in weekly Sales and Operations meetings; provide updates on customer service and open sales items.
• Coordinate with Accounting for client account verification and credit applications.
• Maintain professional, timely communication between sales, operations, and dispatch teams to resolve customer issues efficiently.

KEY PERFORMANCE INDICATORS (KPIs)

• Quote and contract turnaround time (goal: ≤ 48 hours).
• CRM data accuracy (goal: 98% or higher).
• Customer issue resolution time (goal: within 24–48 hours).
• Monthly sales activity reports submitted on schedule.
• Zero overdue client renewals or unaddressed follow-ups.

QUALIFICATIONS

Education & Experience

• High School Diploma or GED required; Associate’s or Bachelor’s degree preferred.
• Minimum 2 years’ experience in customer service, inside sales, or administrative support for Sales.
• 2 years experience using CRM systems (HubSpot, Monday.com, or similar) and Microsoft Office (Word, Excel, Outlook) in a sales position.

 

 

Skills & Competencies

• Strong communication and interpersonal skills.
• Detail-oriented with excellent organizational and follow-up abilities.
• Strong problem-solving and multitasking skills.
• Able to work in a fast paced environment.
• Professional, proactive, and customer service–oriented mindset.
• Knowledge of Oahu geography preferred.

 

WORKING CONDITIONS

• Office-based position with occasional site visits or field coordination as needed.
• Must maintain a reliable work schedule and meet assigned deadlines.
• Work hours: Monday–Friday, 7:00 AM–4:00 PM; may require occasional weekends or holidays based on

operational needs.

• May be exposed to outdoor elements, noise, and dust during site visits.

 

PHYSICAL DEMANDS

• Regularly required to sit, stand, walk, and use hands to operate computer or phone.
• Must be able to lift up to 10 pounds occasionally.
• Requires use of computer, phone, and other digital devices throughout the workday.

 

COMMUNICATION DEMANDS

• Must possess strong written and verbal communication skills.
• Must be able to read, write, and comprehend instructions in English.
• Must be able to communicate effectively using company devices and applications.

 

SAFETY & COMPLIANCE

• Adhere to all WOA safety protocols, including proper use of PPE when visiting job sites.
• Report hazards, unsafe conditions, and incidents immediately to the Sales Manager or Safety Department.
• Participate in safety meetings and compliance training as required.

 

OTHER REQUIREMENTS

• Valid Hawai‘i driver’s license and clean driver’s abstract.
• Reliable transportation to and from work and field locations.

Compliance with all WOA and policies as outlined in the Employee Handbook