Sales Administrative Assistant
Dallas, TX
Full-time
$50,000-$65,000About This Job
TC Roofing & Restorations
TC Roofing and Restoration's mission is to become Dallas's premier Roofing and Exterior Home Services Leader by putting team members, clients, and the community first with quality, clarity, and utmost service while executing at the highest standards and integrity. Our team members are the difference that makes the difference. We focus on growing, cultivating, empowering, and nurturing the team collectively. Giving them the tools to increase their capacity so TC can grow, allowing our people to grow from within... Our DNA is to attract and cultivate the best so we can be the best for our clients, community, family, and each other.
The company's objective for the next 6 years is to expand our market share from $4,000,000 revenue to $55,000,000 and diversify our services, where revenue is only 40% of Insurance re-roofs by 2030. Here are the values creating the difference that makes the difference!
We look forward to hearing from you.
Core Competencies
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Exceptional organizational skills with strong attention to detail
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Advanced proficiency with CRM systems and data workflow management
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Experience preparing data-driven reports and KPI dashboards
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Strong ability to manage pipeline tracking and sales activity documentation
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Proactive communication abilities both written and verbal
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Expert in scheduling and calendar management for large teams
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Ability to multi-task effectively in a fast-paced sales environment
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Customer service-oriented with excellent phone etiquette
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Process-oriented mindset to develop and maintain efficient systems
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Ability to maintain confidentiality with sensitive information
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Experience coordinating training sessions and meeting logistics
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Adaptable to changing priorities and workflow demands
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Resourceful problem-solver who can identify bottlenecks in systems
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Ability to work independently while supporting team objectives
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Understanding of roofing industry terminology and processes (preferred)
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Professional demeanor and positive attitude
Success Factors / Critical Drivers (Dashboard for KPIs)
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Morning KPI Reporting (Daily):
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Action: Prepare and distribute comprehensive morning KPI reports covering builds, closes, and door-knocking activities. Highlight performance metrics and flag any issues requiring immediate attention.
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Outcome: Provide Sales Manager with accurate, timely data to guide daily coaching priorities and resource allocation decisions.
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Pipeline Management & CRM Enforcement (Daily):
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Action: Quality control all CRM data entry, highlight "stuck" or "silent" files, send reminders to PMs for incomplete updates or other items, and ensure Acculynx/Spotio data integrity.
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Outcome: Maintain a clean, accurate sales pipeline that allows for reliable forecasting and prevents deals from falling through cracks.
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Training & Development Support (Weekly):
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Action: Schedule and prepare materials for bi-weekly sales training sessions, distribute invites, record sessions, and coordinate training logistics.
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Outcome: Enable consistent, high-quality training cadence that contributes to PM skill development and performance improvement.
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Field Observation Coordination (Weekly):
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Action: Set ride-along schedules, update calendar, and coordinate transportation needs for Sales Manager's field coaching activities.
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Outcome: Maximize the Sales Manager's field coaching effectiveness by optimizing scheduling and logistics.
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Sales Meeting & Documentation Management (Weekly):
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Action: Prepare meeting agendas, KPI printouts, and document meeting notes. Distribute action items and follow up on completion status.
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Outcome: Ensure productive team meetings that drive accountability and maintain focus on strategic priorities.
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Recruiting & Onboarding Administration (Ongoing):
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Action: Schedule interviews, handle applicant communications, and assist with new hire paperwork and system access setup.
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Outcome: Support efficient talent acquisition and onboarding processes to meet the growth target of 14 fully-trained PMs by end of 2025.
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Document & Claim Preparation Support (Daily):
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Action: Upload and organize project documents, manage missing document reminders, and assist with claim package preparation.
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Outcome: Ensure all customer documentation is complete, organized, and accessible, reducing delays in the sales-to-production process.
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Sales Contest Management & Cultural Reinforcement (Ongoing):
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Action: Manage leaderboard updates, distribute contest materials, post internal team shoutouts, and assist with team events.
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Outcome: Support a positive, competitive sales culture that drives performance and reinforces company values.
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Lead Management & Distribution (Daily):
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Action: Enter new leads, track status, and assist with fair lead distribution among PMs.
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Outcome: Maximize lead conversion through effective tracking and follow-up processes.
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End of Day Reporting (Daily):
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Action: Compile and send EOD reports to Sales Manager with KPIs, flags, and next-day priorities.
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Outcome: Provide actionable insights for continuous performance improvement and effective planning.
Strategic Outcomes (KPIs and Scorecard)
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CRM & Data Management Excellence
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95% CRM data accuracy in Acculynx and Spotio systems
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100% of daily KPI reports delivered by 10:00 AM
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100% of pipeline issues flagged within 24 hours of identification
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Zero critical data gaps in sales documentation
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Sales Manager Effectiveness Support
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Remove 60-70% of administrative load from Sales Manager
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Enable minimum of 8 hours of Sales Manager field coaching time weekly
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100% of training sessions are properly scheduled and prepared
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Zero scheduling conflicts for high-priority activities
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Team Growth & Development Support
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Support recruitment communications for 6+ new Project Managers in 2025
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Assist with training administration for formal sales classes
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Contribute to 75%+ PM retention rate through efficient onboarding
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Maintain comprehensive onboarding documentation system
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Meeting & Communication Efficiency
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100% of meeting notes and action items distributed within 24 hours
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4-hour or less response time to internal communications (context dependent)
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100% of scheduled meetings have prepared agendas and materials
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Zero missed client calls during business hours (context dependent)
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Department Goal Alignment
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Support tracking of progress toward $12,000,000 revenue goal by 12/31/2025
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Assist in maintaining 80% Sales Associate retention rate through effective administration
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Support systems to achieve 70% customer review rate
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Contribute to maintaining average of 38+ squares per insurance project through accurate tracking
Must Haves
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2+ years of experience with CRM systems and data workflow management
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Demonstrated proficiency in Acculynx, Spotio, or similar sales management platforms
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Strong experience preparing data-driven reports and performance dashboards
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Advanced skills in Google Suite and Microsoft Office applications
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Experience supporting sales teams of 8+ members
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Excellent written and verbal communication skills
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Proven ability to manage multiple priorities in a fast-paced environment
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Valid driver's license and reliable transportation
Like to Have
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Previous experience in construction, roofing, or home services industry
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Experience with Xactimate or insurance claims documentation
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Background in sales operations or sales enablement roles
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Experience supporting rapid team growth and onboarding
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Sales contest or incentive program administration experience
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Bilingual in English and Spanish
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Bachelors Degree
What We Offer You
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A competitive base salary depending on experience and skills
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100% company-paid health/vision/dental insurance after 30 days
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401k with company match up to 4% of your annual pay after 30 days
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10 days PTO your first year, 15 days your second year, and 17 days your third year
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Growth opportunities within a rapidly expanding company
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Small-company feel and a big-company appetite for success
Action Items:
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Develop centralized filing system
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Create standardized templates for weekly sales reports
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Establish communication protocols for 10+ member sales team
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Design an onboarding checklist for administrative processes
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
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401(k)
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401(k) matching
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Dental insurance
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Health insurance
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Life insurance
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Paid time off
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Vision insurance
Schedule:
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8 hour shift
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Monday to Friday
Work Location: In person
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