Empleos de Leadership

Who we are

Camelback Roofing is a licensed and insured roofing company in Phoenix, AZ, with over 20 years of experience. The company provides residential and commercial roofing services, including repairs, replacements, and maintenance, with expertise in shingle, tile, flat, TPO, foam, and coating systems.

https://www.camelbackroofing.com/

Description
The Virtual Executive Assistant at Camelback Roofing is responsible for supporting the leadership team and sales staff by managing administrative, operational, and production-related tasks. This role ensures efficiency in estimating, supplements, project coordination, and financial administration, while maintaining accurate documentation and smooth communication between clients, vendors, and internal teams.

Key Responsibilities

Key ResponsibilitiesExecutive Administrative Support

• Take part in daily and weekly check-ins with leadership; manage the company calendar and keep meeting notes.
• Track KPIs, assigned projects, action items, and missing documentation to keep records complete and job costing accurate.
• Onboard new team members by explaining their responsibilities, the systems they will use, and the company’s processes.

Insurance and Supplement Management

• Prepare supplement files, including photos, scopes of work, and supporting documentation, and manage the supplement process with minimal supervision.
• Submit documents to insurance companies, communicate with their representatives, and follow up on the status of claims and supplements.
• Receive insurance and subcontractor documents and file them in the CRM or the appropriate Google Drive folders.

Estimate Support

• Prepare project estimates using company templates and scope matching, including roof measurements and a working knowledge of roofing systems.
• Verify estimate pricing and review job costing to ensure project costs and pricing are accurately evaluated.

Lead and Client Management

• Track leads and clients from all lead sources in GoHighLevel, and answer incoming calls and inquiries professionally and promptly.
• Schedule appointments in the CRM and company calendar, assign the appropriate sales representative, confirm with the client, and handle any changes, cancellations, or rescheduling.

CRM Administration

• Keep client records accurate and up to date: follow up on client photos and required documentation, add or remove records, and update client information as requested.
• Carry out system and record adjustments requested by the executive team.

Bookkeeping and Financial Support

• For each new signed contract, create or update the customer and project records in QuickBooks Online and enter the corresponding invoice.
• Enter and organize company invoices, expenses, and team receipts (marketing, office supplies, systems, fuel, and other payments) to support bookkeeping, expense tracking, and job costing.

Production Team Support

• Provide administrative and backup support to the Project Coordinator and production team when workload is high or team members are unavailable.
• When needed, communicate with clients and coordinate crews, material orders, and project scheduling to keep projects on track.

Performance Standard

Supplements and estimates should be completed on the day they are assigned whenever possible, and no later than the next business day.

Systems

GoHighLevel (CRM), RoofLink (roofing software), Xactimate, QuickBooks Online, JotForm, Discord, and Google Workspace.

Full training on these systems will be provided.

Work Schedule

• Monday to Friday, 8:00 AM – 4:30 PM (MST). Arizona Time

Tipo de puesto: Tiempo completo, Freelance

Idioma:

• Ingles (Obligatorio)

Lugar de trabajo: Empleo remoto