Transaction Coordinator / Virtual Assistant – Roofing, Construction & Solar
Virtual Assistant / Full - Time
Job Overview
About the Role
We are seeking a highly organized Transaction Coordinator / Virtual Assistant to support the sales operations of a roofing and construction company that has recently expanded into solar. The role involves managing day-to-day sales administration, client updates, and coordination of project-related tasks to ensure smooth communication and workflow between the sales manager, clients, and internal teams.
This is a full-time position (40 hrs/week) aligned with Pacific Standard Time (PST).
Key Responsibilities
Sales & Client Support
● Act as the main point of contact for client updates, inquiries, and follow-ups via email,
text, and occasional phone calls.
● Track sales transactions, update records, and maintain organized client files.
● Coordinate with clients on project status, ensuring they are informed throughout the
process.
Administrative & Transaction Coordination
● Manage workflows and daily sales updates for the sales manager.
● Organize permits, documentation, and communication with counties or local offices as
needed.
● Consolidate and maintain accurate records for roofing, construction, and solar projects.
● Prepare simple reports and updates for the sales manager.
Process & System Support
● Utilize project management and CRM tools to maintain a clear, systematic sales pipeline.
● Suggest and implement organizational processes or apps to streamline workflows.
● Maintain calendars and assist with scheduling as required.
About the Role
We are seeking a highly organized Transaction Coordinator / Virtual Assistant to support the sales operations of a roofing and construction company that has recently expanded into solar. The role involves managing day-to-day sales administration, client updates, and coordination of project-related tasks to ensure smooth communication and workflow between the sales manager, clients, and internal teams.
This is a full-time position (40 hrs/week) aligned with Pacific Standard Time (PST).
Key Responsibilities
Sales & Client Support
● Act as the main point of contact for client updates, inquiries, and follow-ups via email,
text, and occasional phone calls.
● Track sales transactions, update records, and maintain organized client files.
● Coordinate with clients on project status, ensuring they are informed throughout the
process.
Administrative & Transaction Coordination
● Manage workflows and daily sales updates for the sales manager.
● Organize permits, documentation, and communication with counties or local offices as
needed.
● Consolidate and maintain accurate records for roofing, construction, and solar projects.
● Prepare simple reports and updates for the sales manager.
Process & System Support
● Utilize project management and CRM tools to maintain a clear, systematic sales pipeline.
● Suggest and implement organizational processes or apps to streamline workflows.
● Maintain calendars and assist with scheduling as required.
Must-Have Qualifications
- Strong communication skills (email, text, and professional client interaction).
- Excellent organizational and multitasking abilities.
- Relevant experience in construction, roofing, or solar industries (including knowledge of permits, customer communication, or local office processes).
- High proficiency in using productivity tools (Google Workspace, Microsoft Office, CRMs, project management apps).
- Ability to work independently with a proactive, problem-solving approach.
Nice-to-Haves
- Familiarity with roofing/solar industry CRMs and software tools.
- Experience supporting sales teams or working in a transaction coordinator role.
- Comfortable suggesting and setting up new tools/systems for improved efficiency
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
$300 tenure bonus every 6 months
$500 entry monthly raffle
NO TRACKER. NO PROBLEM