Job Description

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