Sales & CRM Coordinator (JobTread) – Freelance

Sales & CRM Coordinator (JobTread) – Freelance, Remote

Department: Support & Leadership

Employment Type: Full Time

Location: Philippines

Reporting To: Client via Magic

Compensation: $7.00 / hour

Description

A growing, family-run exterior services company specializing in gutter installation, repair and related exterior work. They operate an in-house crew and work with subcontractor installers, delivering hands-on, local service and a strong focus on quality control. The company is customer-focused, values reliability, and is expanding operations that require administrative and CRM support. Why does this role exist? This role exists to streamline sales and operations by keeping the CRM accurate, coordinating jobs and communications between owners, installers and customers, and supporting sales documentation and light marketing. The coordinator will reduce admin burden on the partners, improve lead-to-job throughput, and ensure timely follow-ups and consistent client communications so field crews and sales run smoothly.

The Impact you’ll make

• Maintain JobTread: log leads, update job statuses, add notes and contact details
• Track and move leads through the pipeline; tag and assign follow-ups
• Ensure CRM data accuracy and consistent note-taking for handoffs to partners and installers

• Create and maintain project schedules and calendars for 3 partners + subcontractor installers
• Coordinate appointments, site visits, and estimates with customers and crews
• Manage documentation and file organization in Google Workspace

• Prepare and organize sales documents, estimates and job notes
• Take and distribute meeting and call notes to partners and relevant team members
• Support email management, reply routing, and light client-facing communications

• Create simple marketing assets and social posts using Canva or AI tools
• Schedule social media posts and assist with content repurposing
• Support basic graphic/text edits and asset organization

• Act as the primary liaison between partners, installers and subcontractors for follow-ups and information flow
• Manage WhatsApp/text communication threads and documentation of crew interactions (written/text-based)
• Support ongoing workflow coordination and SOP adherence

• Provide occasional written or text-based Spanish <> English communication with crews or customers as needed

Skills, Knowledge and Expertise

• Proven hands-on experience using JobTread (required)
• Located in the Philippines and eligible to work remotely full-time
• Availability to work M–F, 9:00 AM–5:00 PM Central Time (40 hrs/week)
• Strong written and spoken English with a neutral accent and professional communication skills
• Demonstrated administrative or CRM experience (data entry, pipeline management, scheduling)
• WFH Set-Up:
  • Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
  • Internet speed of at least 40MBPS
  • Headset with an extended mic that has noise cancellation and a webcam
  • Back-up computer and internet connection
  • Quiet, dedicated workspace at home

• Technical skills
  • JobTread (primary), familiarity with construction CRMs (Builder Prime, JobNimbus) is a plus
  • Google Workspace (Gmail, Sheets, Drive, Calendar)
  • Canva and/or AI design tools for simple marketing assets
  • Comfortable using WhatsApp / SMS / text-based communication for operations
• Soft skills & traits
  • Highly detail-oriented and organized
  • Proactive, follows SOPs, and able to work independently
  • Strong written communication and note-taking ability
  • Customer-service mindset and dependable for time-zone aligned work
  • Comfortable coordinating between field crews and owners

• You enjoy supporting small operations and improving processes
• You’re disciplined, reliable, and prefer structured SOP-driven work
• You can handle fast follow-ups, multi-task between admin and light marketing, and enjoy being the central point of information for a small team
• You’re comfortable occasionally communicating in Spanish in writing/text

• Remote position
• Must have a reliable internet connection and a quiet workspace
• Required to provide own computer with Intel Core i5 or something similar or higher operating system

• 40 hours per week
• Monday to Friday 9:00 AM–5:00 PM CST (40 hrs/week)

• $7 per hour
• No benefits package included

Benefits