Odoo Crm Tutorial Jobs in Usa

The Intake Specialist role works to support the Patient Assistance Program (PAP) through providing initial triaging of patient applications, including data entry and coordination of work through the appropriate channels as determined by established business rules.

Responsibilities:

•Completes the intake process of all applications into Customer Relationship Management System (CRM)

•Associates and tags all images to the patient, data enters all information including patient demographic information, physician information, drug information, and all relevant application data such as income information, household information and insurance information into the CRM

•Conducts initial assessment of application for missing information and completes missing information patient outreach process to obtain required data

•Completes initial assessment of simplified application

•Identify appropriate work flow based upon business rules

•Collaborate cross functionally to ensure processes are followed according to business rules and policies

•Ensure all patient cases are documented in the CRM in accordance with all business rules and policies

•Conduct renewal and year end recertification’s process as determined by the Patient Assistance Program

•Readily assists on special project within job scope to improve reimbursement optimization when requested by management

Manages incoming and outgoing mail

Qualifications:

•High school diploma or equivalent required. College or a 2-year Associate Degree is preferred

•A minimum of 1-3 years’ experience within an office or administrative setting

•Exposure to core insurance (Medical and Pharmacy Benefit) knowledge a plus

•Strong attention to detail and work independently with minimal direction

•High quality customer service skills

•Ability to express ideas clearly in both written and oral communications

About the job

Company Description

Actuvi is a digital health platform that utilizes AI and automated tools to transform providers from reactive care into preventative and value-based healthcare, making it convenient and easy for both patients and health professionals.

Role Description

This is a full-time, in-office role for a Sales Associate at Actuvi. The Sales Associate will be a key member of our national sales team, responsible for driving revenue growth by identifying new business opportunities, nurturing client relationships, and achieving sales goals. Reporting to the VP of Sales, you will be a key player in driving our growth by forging new client relationships and executing the company's sales strategy. This role is based in our Dallas, TX office.

What You'll Do

• Drive the full sales cycle from prospecting and lead generation to negotiation and closing deals.
• Become an expert on the Actuvi platform, conducting compelling product demonstrations for potential clients (physician groups, clinics, health systems).
• Build and maintain a robust sales pipeline in our CRM, ensuring all activities are tracked accurately.
• Collaborate closely with the VP of Sales to refine sales strategies, messaging, and tactics based on market feedback.
• Consistently meet and exceed monthly and quarterly sales targets.

What You'll Bring (Qualifications)

• A self-starter mentality with a high-achieving personality.
• 3+ years of experience in a sales or business development role, with a proven history of exceeding targets.
• Exceptional communication and interpersonal skills, with a natural ability to build rapport and trust.
• A high-energy, self-motivated, and resilient attitude—you are driven by results and thrive in a fast-paced environment.
• Excellent organizational and time-management skills.
• Experience using a CRM to manage your pipeline.

Nice-to-Haves

• Experience selling to the healthcare industry (SaaS, medical devices, etc.).
• Experience using the Close CRM software.

Full-Time | Base Salary: $100,000–$140,000 + Commission (OTE ~$200K+)

Are you a top-tier sales professional ready to drive business growth at one of the East Bay’s most respected property management firms? Stowers Real Estate is seeking a high-performing Business Development Manager (BDM) with a proven track record of closing deals and building strong client relationships. California Real Estate License is required. We're looking for someone with energy, discipline, and ownership mentality to take charge of a critical revenue-generating role.

This is your opportunity to join a family-owned, high-performance company with a tight-knit culture and a growing reputation as a market leader in East Bay property management.

Position Overview

As the BDM, you will be the first point of contact for all new leads and referrals, responsible for vetting potential clients and presenting the unique value Stowers Real Estate delivers. You’ll play a pivotal role in shaping our client portfolio, serving as both a gatekeeper to avoid misaligned clients and a magnet for ideal ones. You will spend your days meeting with and prospecting rental property owners, helping them understand the value of working with a premier property management partner.

To support your success, you will be backed by:

• A Marketing Manager
• An SEO Specialist
• An Assistant BDM to manage appointments and data mining

We’ve also invested in a comprehensive training and mentorship program for your first year to ensure long-term success.

Tools & Support

• A significant monthly advertising budget
• Access to advanced lead generation software and CRM
• A steady flow of inbound leads

You’ll be responsible for managing lead flow, identifying high-value opportunities, and converting them into clients. You’ll also hire and manage an Assistant BDM to support appointment setting and cold outreach, allowing you to focus on high-impact activities.

Key Responsibilities

• Rapidly respond to inbound leads and inquiries
• Execute outbound strategies to build new partnerships
• Educate and convert qualified prospects into long-term clients
• Onboard new properties by completing all necessary documentation
• Manage and update your pipeline in the CRM with clear notes and statuses
• Master our policies, procedures, and relevant real estate regulations
• Build and nurture relationships to uncover new PM opportunities
• Develop broker and industry relationships to support portfolio growth through acquisition

Who We’re Looking For

The ideal candidate is:

• A high-achiever with a strong background in sales or business development
• A clear, responsive communicator across phone, email, and in-person meetings
• Detail-oriented, coachable, and consistent in follow-through
• Proficient with CRM systems
• Familiar with the real estate or investment landscape (preferred, not required)
• Must have California Real Estate license

Why Join Stowers Real Estate?

• You’ll represent the best product in town—a well-positioned, thoughtfully designed property management solution that meets real market demand
• Enjoy high autonomy in a results-driven environment
• Access robust training, coaching, and mentorship
• Be part of a close-knit, growth-focused team

Benefits include:

• Paid Time Off (PTO)
• Medical, Dental, and Vision Insurance
• Opportunities for career advancement

Physical Requirements

• Prolonged periods at a desk/computer
• Flexibility for evening and weekend hours as needed

Equal Opportunity & Accommodations

Stowers Real Estate Sales and Management is an equal opportunity employer. We are committed to providing reasonable accommodations to enable individuals with disabilities to perform essential job functions. If you require an accommodation, please contact our HR department. This position must be performed with or without reasonable accommodation.

Job Title: Senior Investment Sales Analyst

Location: Milwaukee

Team: Investment Sales/Capital Markets

Reports To: Director of Transaction Management; works closely with the Transaction Coordinator and Senior Producers

Date: 2/5/2026

About the Company

Cushman & Wakefield | Boerke is a leading commercial real estate brokerage firm deeply rooted in Wisconsin. Since 1921, we have been providing commercial real estate users, owners, and developers with strategic solutions for their business and operational space needs. Our alliance with Cushman & Wakefield allows us to serve the local business community and commercial real estate market by offering national and global reach.

Job Summary

The Senior Investment Sales Analyst plays a critical role supporting Boerke’s Investment Sales Team through advanced financial analysis, property valuation, market research, and the production of institutional‑quality offering materials. This role is designed for an experienced analyst who can independently underwrite complex transactions, provide strategic pricing insight, and serve as a trusted analytical partner to senior producers.

Under the direction of the Director of Transaction Management, this position has meaningful responsibility across the full transaction lifecycle; from initial underwriting and valuation to marketing execution and closing support. This role offers deep exposure to investment sales, capital markets, and institutional clients in a fast‑paced, entrepreneurial environment.

Essential Job Duties and Responsibilities

Financial Analysis & Valuation

• Independently build, review, and refine detailed financial models, including pro formas, discounted cash flow analyses, IRR models, sensitivity analysis, rent-roll forecasting, and NOI projections.
• Lead underwriting efforts across major commercial real estate asset classes, with an emphasis on industrial, retail, multifamily, and office investments.
• Evaluate operating statements, lease abstracts, capital expenditure assumptions, debt structures, and market inputs to support pricing strategy and investment recommendations.
• Prepare and present Broker Opinions of Value (BOVs), pricing guidance, and valuation narratives for internal and client use.
• Help standardize, improve, and maintain underwriting and valuation templates used across the Investment Sales team, in coordination with the Transaction Coordinator and leadership.

Market Research & Data Management

• Conduct advanced market and asset-level research including leasing trends, comparable sales and rents, demographic data, supply/demand indicators, and cap-rate benchmarking.
• Maintain and enhance internal databases for sales comps, rent comps, active listings, and pipeline activity, partnering with the Transaction Coordinator to ensure data accuracy and consistency.
• Research property ownership details, parcel data, zoning information, and historical transaction records to support underwriting and marketing efforts.
• Track macroeconomic and capital markets trends relevant to institutional CRE and translate insights into actionable guidance for brokers and clients.
• Support maintenance of client and investor contact lists within CRM and shared databases to ensure accurate information for marketing and outreach.

Deal Execution & Transaction Support

• Assist in preparing high-quality offering memoranda, teasers, proposals, and pitch materials.
• Support due diligence by organizing data rooms, reviewing third-party reports, and managing document flow under the direction of the Transaction Coordinator and brokers.
• Support property tour coordination, analyze buyer feedback, and assist in preparing negotiation and decision-support materials.
• Assist in assembling closed deal files, including commission sheets and essential documentation, as requested.
• Help prepare activity reports, meeting agendas, and internal tracking sheets for the investment team.

Business Development

• Partner closely with brokers on pitch decks, client updates, competitor/market-share analysis, and custom client deliverables.
• Support new business proposals, RFP responses, and customized client deliverables.
• Assist with CRM pipeline management, mandate tracking, and relationship analytics.
• Support planning and execution of client events and investor outreach initiatives by preparing materials, lists, and follow‑up tracking in partnership with the Transaction Coordinator.
• Contribute to the creation and distribution of team newsletters and market updates by assisting in compiling recent transaction activity, submarket insights, and research findings.

Required Qualifications

• Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or a related field.
• 3-6 years of experience in commercial real estate underwriting, investment sales, capital markets, investment banking, appraisal, private equity, or a related analytical role.
• Advanced proficiency in Excel, including complex financial modeling; strong working knowledge of Microsoft Word and PowerPoint with the ability to produce polished, client‑ready materials.
• Strong understanding of pro forma modeling, lease structures, commercial valuation methods, and core CRE fundamentals.
• Proven ability to independently manage multiple underwriting assignments and deadlines with a high level of accuracy and judgment.
• Excellent written and verbal communication skills, including the ability to simplify complex analyses.
• Comfortable operating in a dynamic, entrepreneurial environment.

Preferred Qualifications

• Prior experience at a CRE brokerage, private equity firm, lender, appraisal firm, REIT, or related capital markets environment.
• Demonstrated experience producing institutional-quality offering memoranda and BOVs.
• amiliarity with platforms such as CoStar, CREXI, RCA/MSCI, Reonomy, and CRM systems.
• ARGUS Enterprise experience strongly preferred.
• Knowledge of the Midwest commercial real estate markets and regional investor dynamics.

Compensation & Benefits

• Competitive salary, commensurate with experience
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and company holidays
• Performance-based bonus structure
• Professional development and industry education support
• Collaborative, entrepreneurial team environment

This role owns the financial operations of the business and supports sales execution so momentum, cash flow, and client confidence are never constrained by the founder.

You operate as a trusted proxy for the founder, with real authority over financial execution, revenue operations, and client follow-through. If it touches money, forecasting, invoicing, payroll, or sales follow-up, you own it.

This is a role for someone who brings judgment, professionalism, and calm authority, not someone waiting for direction.

Primary Responsibilities:

1. Financial Ownership & P&L Visibility (Primary)

You fully own day-to-day financial operations and clarity, including:

• End-to-end ownership of P&L accuracy and visibility
• Payroll execution and review
• Accounts payable and vendor payments
• Invoicing, accounts receivable, and payment follow-up
• Credit card and expense reconciliation
• Management of the accounting inbox and all financial communications
• Reducing outsourced accounting work by 80%+ through internal ownership
• Designing and enforcing clean, repeatable client onboarding and invoicing processes
• PO creation and follow-up to ensure engineering work starts without delay

The founder does not monitor QuickBooks, AR/AP, payroll, or invoice status.

2. Project Accounting, Forecasting & Cash Control

You ensure financial reality is always visible, current, and actionable.

This includes:

• Project-level financial tracking
• Revenue and cash flow forecasting
• Clear visibility into:
• When revenue is expected
• When cash is received
• Where timing, scope, or margin is drifting
• Surfacing risk early—before it becomes disruptive
• Providing clean inputs to support hiring, spending, and delivery decisions

This role exists to keep the business on offense, not reacting late.

3. Sales Execution Support & Revenue Operations

You support sales by ensuring nothing stalls due to lack of follow-up, organization, or discipline.

This includes:

• Owning inbound lead follow-up from website and HubSpot
• Prompt, professional calling and emailing of warm leads
• Ensuring every lead and deal has a clear next action
• Booking meetings without founder coordination
• Maintaining CRM discipline with zero stale deals
• Supporting phone and inbox management related to sales follow-up
• Coordinating with marketing, HubSpot workflows, and WordPress as needed

You are not the closer.

You ensure closers stay focused, prepared, and unblocked.

4. Client Experience & Professional Representation (Non-Negotiable)

You own the client journey from first contact through billing and project kickoff.

This includes:

• Managing onboarding from PO through project start
• Sending and tracking W-9s, ACH/wire details, intake forms, and onboarding materials
• Setting clear expectations around billing, milestones, and payment timing
• Acting as the primary point of contact for billing clarity and follow-through
• Ensuring a clean handoff from Sales to Engineering and Operations

This is a client-facing role.

Professionalism, clarity, confidence, and consistency are required.

Clients should consistently feel:

• Trust
• Control
• Competence

Every interaction matters.

Tools & Systems

• QuickBooks (P&L, invoicing, AP/AR, project accounting)
• HubSpot (CRM, pipelines, dashboards, follow-ups)
• Microsoft 365 (Outlook, Teams, OneDrive)
• ADP (Payroll – training provided)
• Calendly
• AI tools including ChatGPT, , Fireflies, and Zapier

Required Experience & Profile

This role is for someone with ownership-level experience, not support-only exposure.

Required:

• 2–10 years of experience in one or more of:
• Finance Operations
• Revenue Operations
• Accounting or Controller support
• Client Operations
• Sales Operations
• Experience working closely with a founder or senior executive
• Proven comfort owning money, follow-up, and decisions
• Hands-on experience with:
• Invoicing, AR, and AP
• Financial operations and reporting
• CRM systems (HubSpot preferred)
• Strong written and verbal communication
• Calm, professional presence in client and vendor conversations
• Ability to exercise judgment without constant escalation

Preferred:

• Degree in Business, Finance, Accounting, Operations, or related field
• Experience in manufacturing, engineering, or project-based businesses
• Experience representing a company in financial or client-facing discussions

What This Role Is Not

• Not an administrative-only role
• Not calendar management as a primary function
• Not a “wait for instructions” position

This role requires ownership, discretion, and polish.

Success Looks Like

• The founder trusts the numbers without hesitation
• Financial risk is visible early
• Clients experience clean, professional follow-through
• Sales momentum is supported without founder involvement
• The business runs cleaner, calmer, and faster

The Dealer Development Assistant provides administrative and clerical support to the dealer network by maintaining accurate records, processing dealer requests, and assisting with programs that promote business development and customer satisfaction across the U.S. and Canada.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• CRM Management: Maintain accurate customer records in KUHN’s Customer Relations Management (CRM) database through address verification, merge of duplicates, enter/upload of data.
• Warranty & Registrations: Monitor product registrations. Work with territory managers and dealers to ensure retailed machines are registered; review and clear verification flags, process requests for warranty card deletions (research and communicate actions to accounts receivable, credit, and sales support).
• Survey Administration: Support Customer Post Purchase and Machine Performance surveys, including mailing, data entry, scanning, uploading to SNAP, disseminating surveys for follow up by the field and other departments, etc.
• Sales Program Support: Coordinate data entry of sales retail and stocking programs. Assist in creating summaries for regional and territory managers’ evaluation of dealer performance.
• Extended Warranty Administration: Process Protect + requests from dealers (invoice, update SCG, track usage).
• Dealer Communications: Assist in maintenance of dealer email contacts (follow up and correct email addresses that were undeliverable).
• Dealer Qualification: Assist with dealer qualification, including communication of qualification to field and channel management personnel for follow up actions.
• Finance Programs: Review retail finance monthly reports (from DLL, Meridian OneCap), analyze and report usage (products financed, dealers using finance program, percentage retailed with KUHN Finance, etc.).
• Research distribution networks of other suppliers and update existing Excel spreadsheets as requested.
• Promotional Support: Process department Requests for Purchase (RFP) for merchandise, submit orders to the vendor and track RFPs to provide Accounting with a monthly summary of charges to be applied against the applicable department budgets. Administer Dealer Event Promotion Kit program by processing requests, tracking and distributing kits.
• Forms: Maintain, update, and post dealer and company forms, as needed.
• Channel Management Support: Order and ship starter kit materials and communicate shipment information to with territory manager or dealer.
• Complimentary Employee Apparel Program: Support distribution of employee apparel, track wear test items and collate feedback for specialist and managers.

Education and/or Experience - An Administrative Assistant associate’s degree or equivalent experience. Proficient in Microsoft Office 365, CRM systems, Adobe Acrobat, Internet research, mapping tools, and survey platforms. Knowledge of the agricultural industry is preferred.

Executive Assistant & Sales Support

We're looking for someone organized, proactive, and ready to own the operational backbone that keeps a CEO and sales pipelines running smoothly.

At OWN Real Estate, we help over 100 families each year buy and sell homes across the Bay Area. We're a 20-agent team producing $200M+ annually, backed by 15 years of operating experience. We're also building Studio 1651, our in-house media agency, which means this role touches real estate operations, content production, and business development.

The Company

Own Real Estate has been a trusted name in real estate since 2004, known for delivering excellent service through a team of specialists who collaborate to achieve clients' buying, selling, and investment goals. We help over 100 families each year buy and sell homes across the Bay Area. We're a 20-agent team producing $200M+ annually, backed by 15 years of operating experience. We're also building Studio 1651, our in-house media agency, which means this role touches real estate operations, content production, and business development.

The Role

You'll work directly with our CEO across executive support, sales pipeline management, and operational coordination:

Executive Support & Communications (40%) — Manage CEO's professional calendar with strategic intent, ensuring high-priority activities get protected time. Triage and manage email inbox, drafting responses and flagging urgent items. Coordinate meetings with internal and external stakeholders including clients, vendors, partners, and professional networks. Handle travel arrangements, events, and special projects. Act as gatekeeper and first point of contact for CEO communications.

Sales Pipeline Support (30%) — Manage seller lead pipeline follow-up and conversion tracking. Ensure timely responses to inbound inquiries and coordinate listing consultations. Monitor pipeline health across seller leads, recruiting candidates, and commercial opportunities. Update CRM records, track metrics, and provide regular pipeline reports. Support business development initiatives with research, outreach coordination, and relationship management.

Operations & Team Coordination (30%) — Build and document efficient workflows and systems to enhance operations. Support recruiting and retention efforts to attract and retain top talent. Coordinate content creation for social media and newsletter campaigns. Manage relationships with vendors and service providers. Assist in scaling ancillary businesses like staging and cleaning services. Conduct regular reviews of key performance indicators to support informed decision-making. Act as connector within the team, fostering strong relationships and representing professional standards.

What You'll Do

Executive Support

• Manage CEO calendar with strategic prioritization (not just Tetris)
• Triage inbox and manage email communications—draft responses, flag urgencies, filter noise
• Coordinate internal and external meetings with proper prep and follow-up
• Handle scheduling conflicts and last-minute changes efficiently
• Prepare meeting agendas, materials, and post-meeting action items
• Manage travel logistics and special events
• Serve as professional gatekeeper for CEO's time and attention

Sales & Pipeline Management

• Monitor seller lead pipeline and ensure timely follow-up
• Coordinate listing consultation scheduling and confirmations
• Track recruiting candidate pipeline and interview coordination
• Update CRM with accurate records across all pipelines
• Generate weekly pipeline reports and conversion metrics
• Support outreach campaigns with personalized communications
• Identify stuck deals or dropped balls and flag for attention
• Coordinate between CEO, agents, and prospects to move opportunities forward

Operations & Content

• Build standard operating procedures and workflow documentation
• Support recruiting efforts with candidate communications and scheduling
• Coordinate social media content calendar and posting schedule
• Manage newsletter campaigns and audience engagement
• Maintain vendor relationships and service provider coordination
• Track KPIs across business units and prepare performance summaries
• Support special projects including ancillary business development
• Act as team liaison fostering internal communication and culture

What We're Looking For

Required:

• 3+ years experience as Executive Assistant, Operations Coordinator, or similar role
• Proven ability to manage complex calendars and prioritize competing demands
• Strong written and verbal communication skills with professional polish
• Experience managing CRM systems or sales pipelines
• Highly organized with excellent attention to detail and follow-through
• Self-directed and proactive—identifies what needs to happen without being told
• Comfortable with technology and learning new platforms quickly
• Discretion with confidential and sensitive information

Preferred:

• Experience in real estate, sales, or fast-paced entrepreneurial environment
• Familiarity with sales pipeline management and lead tracking
• Background supporting C-level executives or business owners
• Experience with marketing automation, social media management, or content coordination
• Project management skills across multiple concurrent initiatives
• Knowledge of Bay Area real estate market

Personal Attributes:

• Anticipates needs before being asked
• Thrives in organized chaos and shifting priorities
• Solutions-oriented with strong problem-solving instincts
• Comfortable saying no on behalf of CEO when appropriate
• High emotional intelligence and relationship management skills
• Team player who can also work independently
• Resourceful and adaptable with can-do attitude
• Professional representation of CEO and company brand

Details

• Full-time position, hybrid work environment (in-office and remote based on business needs)
• Primarily based in Northern San Mateo County (Millbrae/South San Francisco area)
• Occasional evening/weekend availability for events or urgent matters
• Salary: $85,000 - $120,000 depending on experience
• Health insurance and benefits package
• Professional development opportunities
• Real growth potential as the business scales

What We Offer

• Direct partnership with CEO in a high-growth business
• Visibility into strategic decisions and business operations
• Opportunity to build systems and processes that scale
• Collaborative team culture with room to make real impact
• Variety in day-to-day work across multiple business functions
• Clear growth path as responsibilities and business expand

If you're organized, proactive, and want to be the operational force multiplier that keeps a CEO and sales pipelines running at peak efficiency, we'd like to hear from you.

• To Apply: Send your resume and brief note about your executive support experience to

Job Title: Operations Coordinator

Location: Austin, Texas

About Us

DAK Demolition is a comprehensive industrial services company specializing in the unique needs of mining operations across North America. We go beyond demolition, offering a suite of solutions to help our customers achieve their goals safely, efficiently, and sustainably.

Position Overview

We are seeking a detail-oriented Operations Coordinator to support our daily operations and ensure smooth project execution. This role requires a proactive individual who can manage reporting, invoicing, data entry, CRM management, and documentation while also standardizing our processes into clear, repeatable systems. The Operations Coordinator will play a critical role in streamlining operations, ensuring accuracy, and supporting both field and office teams.

Key Responsibilities

• Reporting: Review daily field reports, compile and create summary reports for management, and ensure information is accurate and complete.
• Invoicing & Financial Support: Prepare, issue, and track invoices, working closely with accounting to ensure timely billing and payment.
• Data Entry & Customer Portal Management: Enter and maintain jobsite information, forms, and reports in the customer portal; ensure data is accurate and accessible to clients.
• CRM and Data Management: Utilize CRM to manage client relationships, track interactions, and ensure data integrity. Leverage Project Management Software for data collection and reporting, ensuring accurate and timely information flow.
• Process Documentation: Capture existing workflows and translate them into documented processes, SOPs, and checklists that can be consistently followed by the team.
• Administrative Support: Organize project files, track project status updates, and support scheduling and coordination as needed.
• Continuous Improvement: Identify areas for operational efficiency and recommend improvements to systems, tools, and workflows.

Qualifications

• 2+ years of experience in operations, administration, or project coordination (construction or industrial services background preferred).
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); experience with customer portals, Project Management Software and Quickbooks strongly preferred.
• Excellent written and verbal communication skills.
• High attention to detail, accuracy, and problem-solving ability.
• Comfortable working independently and as part of a team.
• Ability to create and maintain structured processes and documentation.

Success in This Role Looks Like

• Within the first 30 days, you are confidently reviewing daily reports, creating summary updates, and maintaining accurate records in the customer portal.
• Within 60 days, you are independently preparing invoices, ensuring on-time submission, and helping streamline communication between the field and office.
• Within 90 days, you have documented at least 3–5 core workflows into clear, repeatable processes that improve efficiency and reduce errors.
• You consistently deliver accurate, timely reports and invoices, ensuring leadership and clients have the information they need without delays.
• You proactively suggest improvements that make operations smoother and more efficient, becoming a trusted go-to resource for the team.

Why Join Us?

• At DAK Demolition, we believe in investing in our people and providing opportunities for professional growth. Join us to be part of a dynamic team that values safety, integrity, and innovation in the mining and demolition industry.

JOB DESCRIPTION

Position Title: Service Account Coordinator

Department: Service, Account Management

Reports To: Sr. Account Manager

Works With: Account Managers, Operations, Dispatch, Billing, Warehouse, Safety, Field Technicians, Vendors

Primary Location: Thornton Office

Typical Schedule: Monday to Friday, 7:00 AM to 4:00 PM

Travel: No routine travel required. Occasional jobsite exposure or customer walk-throughs may be needed for learning, coordination, or account support.

Direct Reports: None

About Murphy Company

Since 1907, Murphy Company has been a leading mechanical contractor in the St. Louis and Denver markets. We pride ourselves on our core values of employee well-being, enduring relationships, and integrity and professionalism. We strongly believe our people are our most important asset, and we strive every day to make Murphy a great place to work as we build our clients’ visions.

Position Summary

The Service Account Coordinator supports the Account Management team by coordinating customer communication, proposal preparation, and internal follow-through to keep service work organized and moving. This role helps ensure customers receive timely updates, documentation is accurate and complete, and day-to-day account activity is tracked through to completion. The position is primarily office-based in the Thornton office and works closely with internal teams, including dispatch, operations, billing, and field technicians. This is an entry-level position with strong mentor support and long-term growth opportunity for high performers as skills are mastered.

Duties and Essential Job Functions

Customer Experience and Account Coordination

• Coordinate day-to-day account activities to keep customers informed and service work progressing.
• Respond promptly and professionally to customer inquiries via phone, email, and customer portals.
• Provide clear updates, confirm next steps, and close the loop on open items.
• Serve as a communication link between customers, Account Managers, dispatch, technicians, vendors, and internal support teams.
• Track commitments, action items, and due dates to ensure follow-through and timely completion.

Proposal and Sales Support

• Assemble customer-ready proposals (service, repair, maintenance) using templates and information provided by the team.
• Review proposal packages for completeness, accuracy, and professional formatting prior to release.
• Track open proposals and support timely follow-up with customers and internal teams.
• Maintain accurate proposal and opportunity status information in CRM tools and related tracking systems.

Service Workflow and Administrative Support

• Assist with managing work orders, purchase orders, quotes, and invoicing support tasks, including tracking status and supporting documentation.
• Coordinate internal next steps with dispatch, technicians, vendors, and billing to keep work moving and expectations aligned.
• Maintain organized customer files, records, and documentation to support consistent execution and customer service.
• Identify and communicate process improvement opportunities that increase consistency, responsiveness, and efficiency.

Learning and Development

• Participate in onboarding and ongoing coaching with Account Managers and service leadership.
• Attend customer meetings and occasional site walk-throughs (as needed) to build familiarity with equipment, scope, and customer expectations.
• Build progressive capability in proposal workflow, customer communication, and coordination discipline.

Basic Qualifications (Required)

• High school diploma or GED.
• Entry-level to 2 years of experience in customer service, coordination, administrative support, or related roles (internships and relevant experience considered).
• Proficiency in Microsoft Office (Outlook, Word, Excel) and comfort learning new tools and systems.
• Strong written and verbal communication skills, attention to detail, and follow-through.
• Ability to prioritize work, stay organized, and perform in a fast-paced, high-volume environment.

Preferred Qualifications

• Exposure to commercial HVAC, plumbing, construction, facilities, or mechanical services (not required).
• Familiarity with CRM platforms and workflow tools (Smartsheet experience is a plus).

Skills, Knowledge, Abilities, and Characteristics

• Strong organization and multitasking skills with consistent follow-through.
• Customer-first mindset and professional communication habits.
• Ability to build relationships across customers, field teams, and internal departments.
• Practical problem-solving and a continuous improvement mindset.
• Dependable, team-oriented, and adaptable when priorities shift.
• High standards for accuracy, quality, and responsiveness.

Working Conditions and Physical Requirements

• Primarily office-based role at the Thornton office.
• Occasional jobsite exposure or customer walk-throughs may be required to support learning and coordination.
• Typical office demands include sitting, standing, computer work, and phone use.
• When on a jobsite, the ability to navigate mechanical rooms and active work areas while following safety protocols.
• Occasional light lifting of office materials (files, binders, small packages).

Performance Expectations (Examples)

• Maintain timely, professional customer communication and reliably close the loop on open items.
• Keep proposal and coordination workflows organized, accurate, and on schedule.
• Maintain clean CRM documentation and status visibility for assigned activities.
• Demonstrate consistent improvement in coordination ownership, responsiveness, and accountability.

Career Path and Development

This role provides foundational experience in account coordination, customer communication, and proposal workflow within the mechanical service business. With demonstrated performance and business need, responsibilities may expand over time.

Compensation and Benefits (HR to Complete for Posting)

Pay Range: $60,000 to $75,000

Incentive/Bonus: (if applicable)

Benefits Summary: (medical, dental, vision, 401(k), PTO, paid holidays, profit sharing, wellness program)

LFB Ventures is a fast-growing real estate capital advisor providing acquisition, development and construction financing solutions to small and medium-sized homebuilders and developers nationwide. LFB is seeking ambitious and entrepreneurial minded individuals with relevant sales experience to join its sales team. We are specifically hiring for an Associate to develop the South East Territory of the United States.

The “In Office” position is located at its recently acquired and rebuilt office located in Encinitas, California. The company has a fast paced and supportive environment. It is led by industry veteran management and empowered with modern toolsets and strategies.

You are not a number at LFB, the team is invested in your success including:

• Direct Access to Senior Management.
• Coaching and thorough explanations of processes and theory.
• Opportunities to advance rapidly in a growing company.
• Education in residential and multifamily development.
• The Average Deal Size for a first year Associate is $50,000,000.

The team is sophisticated in its execution for clients, yet casual in life. We let our work speak for itself and do not take ourselves too seriously. We socialize together, celebrate team milestones, and take advantage of all San Diego has to offer.

The Associate position is on the front lines of new business generation, fostering new client relationships and building a rolodex that can last a lifetime.

This is an outbound sales position utilizing phone communication, LinkedIn and e-mail correspondence.

Roles:

• Prospecting: Actively reach out to potential clients through phone calls, emails, and social media to introduce the company’s offerings and generate interest.
• Lead Generation: Identify and source potential leads through various channels including inbound marketing, outbound prospecting, social media, and networking.
• Qualification of Leads: Assess potential leads to determine their fit for the company's products or services by understanding their needs, budget, and buying cycle.
• Relationship Building: Develop and maintain relationships with prospects by providing relevant information, answering questions, and understanding their needs.
• Pipeline Management: Maintain and manage a pipeline of qualified leads to ensure a steady flow of prospects for the sales team.
• Collaboration: Work closely with the sales and marketing teams to align strategies, share feedback from prospects, and ensure a smooth handover of qualified leads.
• Reporting: Regularly update CRM systems with lead interactions and activities, and provide reports on lead status, conversion rates, and pipeline progress.
• Modelling: Regularly model basic Sources and Uses for files submitted to company by leads.
• Data Entry: Regularly enter information into forms for submission to senior management.
• Continuous Improvement: Stay informed about industry trends, product developments, and competitors to continuously improve lead generation and qualification strategies.

Responsibilities:

• Market Research: Conduct research on target industries, companies, and key decision-makers to personalize outreach efforts and improve conversion rates. By fulfilling these roles and responsibilities, an Associate helps to drive the company's growth by ensuring a continuous influx of well-qualified leads for the sales team to close deals effectively.
• Lead Identification: Utilize tools and strategies to identify new leads from various sources including databases, social media, and industry events.
• Initial Outreach: Conduct the initial outreach to potential clients through personalized communication strategies, ensuring a professional and engaging first contact.
• Qualification Process: Use a variety of techniques (e.g., BANT: Budget, Authority, Need, Timing) to evaluate whether leads are a good fit for the company’s offerings.
• Nurturing Leads: Engage with leads over time to build relationships and guide them through the sales funnel until they are ready to be passed on to the capital markets team.
• Setting Appointments: Schedule meetings between qualified leads and the sales team to move prospects further along the sales cycle.
• Data Management: Ensure accurate and up-to-date information in the CRM system, tracking all lead interactions and status updates.
• File Assembly: assemble and submit LFB’s proprietary forms and models for review and approval by senior management.
• Feedback Loop: Provide feedback to the marketing team on the quality of leads and the effectiveness of marketing campaigns to refine lead generation strategies.
• Achieving Targets: Meet or exceed monthly and quarterly targets for qualified leads and appointments set.
• Training and Development: Participate in ongoing training and development programs to enhance sales skills and product knowledge.

Position Deliverables:

• Complete Project Fundamentals document with sponsor
• Secure unit mix from sponsor
• Build Comparative Market Analysis having secured unit mix and address and upload to CRM.
• Pull property report and associated documents from Chicago Title and place in Property and Project folder
• Pull articles of formation from secretary of state website
• Assign Deal tile to Director/Originator
• Deliver completed file to Sales Manager and Director of Operations

Qualifications

• Bachelor's degree or equivalent experience
• Minimum 2 years experience in one or more of the following:

> Real Estate Investment Sales

> Development & Construction

> Finance

• Strong Communication and Interpersonal Skills
• Software Aptitude: Intermediate Excel Skill, Outlook, Hubspot, Google Search, CoStar and Crexi

Compensation

1099 Engagement with Competitive Commission.

Inquiries

If you are interested in the Associate position, we invite you to check out our website at and submit your Resume on Linkedin or to