Manage all jobs for up to 7 sales staff - Manage all documents, emails, quotes- Create all jobs in ERP- Create install folders for intallation coordinator- Request quotes from vendors as needed to complete set up- Request Bonds, COI’s and any other documentation needed for jobs- Notarize any documentation needed- Track jobs to make sure all costs are applied correctly to job, research discrepancies and get corrected/resolved and soft closeManage Accounts Receivable process for invoicing customers and review tax information- Review ERP and email invoices- Process Credit Card Payments in online system- Maintain credit Notes in ERP system- Run aging reports and work on past due payments Assist Accounts Payable in managing relationships with 30+ vendors- Review Acknowledgements for accuracy- Maintain Vendor database- Review PO reports, monitor and adjust to acknowledgementsManage installation schedule and coordinate shipping with install deadlines- Requested prelim quotes, line up correct trucks for material needed to deliver, contract the broker/driver and coordinate between vendor, customer and broker to manage shipment- Work with yard personal to unload delivery trucks and keep track of what is delivered and where all equipment is stored until ready for install- Reach out and work with customers to get past due payments

- Created customer accounts and managed customer database- Researched, organized, and submitted location co-op and rebate programs- Coordinated pricing procedure for all products to ensure profitable margins - Distributed and tracked ROI on promotional marketing activity - Managed invoices and expenses- Assisted customers - Organized events: tradeshows, training seminars, and employee appreciation events

- Verified data and processed applications- Corresponded with agents on outstanding requirements and statuses- Placed orders for medical and other underwriting requirements- Created and maintained correspondence letters and forms - Managed maintenance for the office for essential business functions- Assisted with marketing efforts