CRM and Operations Coordinator

About Us

NYC Glass & Window Repair is a fast-growing company specializing in residential and commercial glass, window, and door repair throughout New York City. We are looking for a highly organized and detail-oriented Remote CRM & Operations Coordinator to support our daily operations.

This position is ideal for someone who enjoys organization, data management, research, and process improvement.

Responsibilities

CRM Management

• Maintain and update all customer records in the CRM system.
• Ensure every lead, estimate, job, invoice, and follow-up is properly documented.
• Verify that technicians, estimators, and office staff complete all required CRM fields.
• Keep job statuses updated from lead through completion.
• Upload photos, contracts, permits, invoices, and other project documentation.
• Create tasks and reminders to ensure nothing is missed.
• Generate weekly reports on CRM accuracy and outstanding tasks.

Google Workspace Administration

• Maintain Google Sheets used for operations.
• Update pricing lists and supplier databases.
• Organize company documentation in Google Drive.
• Create spreadsheets and reports as requested.
• Improve existing workflows and documentation.

Supplier & Vendor Research

• Research new suppliers throughout the United States and internationally.
• Request pricing and product catalogs.
• Compare pricing, shipping times, warranties, and product quality.
• Build and maintain a supplier database.
• Identify alternative vendors to reduce purchasing costs.
• Assist with sourcing specialty glass, hardware, window parts, and building materials.

Administrative Support

• Assist the operations team with daily administrative tasks.
• Prepare reports for management.
• Monitor outstanding estimates and follow-up tasks.
• Track project progress.
• Maintain organized digital files.
• Support documentation for permits, insurance certificates (COIs), and project paperwork.
• Help develop Standard Operating Procedures (SOPs).

Quality Control

• Review CRM records for completeness and accuracy.
• Identify missing information and follow up with team members.
• Ensure company procedures are followed consistently.
• Recommend improvements to increase efficiency.

Qualifications

• Excellent written and spoken English.
• Strong organizational and time management skills.
• Exceptional attention to detail.
• Experience using CRM software (GoHighLevel, Monday.com, HubSpot, Salesforce, Zoho, or similar).
• Advanced knowledge of Google Sheets, Google Docs, and Google Drive.
• Strong internet research skills.
• Ability to work independently with minimal supervision.
• Comfortable handling multiple projects simultaneously.
• Reliable high-speed internet connection.
• Quiet home office.

Preferred Qualifications

• Experience working with construction, home improvement, or service businesses.
• Knowledge of glass, windows, doors, or building materials.
• Experience sourcing suppliers or negotiating pricing.
• Familiarity with AI tools such as ChatGPT for research and documentation.
• Experience creating SOPs and process documentation.

What We Are Looking For

We are looking for someone who is proactive, organized, and enjoys creating order from chaos. The ideal candidate takes ownership of their work, notices missing information without being asked, and continually looks for ways to improve business processes. Accuracy, reliability, and consistency are essential for success in this role.