Salesforce Project Coordinator

Job Description

This is a remote position.

Salesforce Project Coordinator

We are seeking a detail-oriented Salesforce Project Coordinator to support our sales and operations teams. This role will manage project intake with sales representatives, ensuring all projects are properly documented and tracked in Salesforce. The coordinator will use measurement tools to verify that installed lights meet the specifications sold, work directly with customers and their HOAs for necessary approvals, and confirm project completion. Additionally, they will engage with customers to ensure satisfaction and collect reviews for completed installations.

The ideal candidate has strong organizational skills, attention to detail, and the ability to manage multiple projects in a fast-paced environment. Experience with Salesforce or other CRM platforms is preferred.

Key Responsibilities :

Collaborate with sales reps to manage project intake and data entry in Salesforce.

Verify installation specifications using distance measurement tools to ensure accuracy.

Coordinate with customers and HOAs to obtain necessary approvals.

Confirm installation completion and readiness for project closeout.

Collect customer feedback and reviews post-installation.

Great communication skills

Requirements

Requirements

1–2 years of experience using Salesforce (or similar CRM platforms), including data entry, project tracking, and workflow management.

Strong organizational skills with the ability to manage multiple projects simultaneously in a fast-paced environment.

Excellent attention to detail , especially when entering and verifying project information.

Strong communication skills , both written and verbal, with the ability to coordinate effectively with sales reps, customers, and HOAs.

Ability to use measurement tools (e.g., distance or laser measurement devices) to verify installation specifications.

Customer-service oriented, with the ability to gather feedback and ensure customer satisfaction.

Technical Requirements

Proficiency in Salesforce for data entry, project tracking, and documentation.

Basic understanding of project workflows and approval processes.

Comfort using productivity tools such as Google Workspace or Microsoft Office (Docs, Sheets, Excel, etc.).

Other Qualifications

Strong problem-solving and follow-up skills to ensure projects move to completion.

Ability to work independently while collaborating with cross-functional teams.

High reliability and a commitment to accurate project documentation.

Prior experience coordinating with homeowners, HOAs, or customer approval processes is a plus.

Benefits

• Work from home set up
• Government Mandated benefits
• Accident Life Insurance
• HMO with 1 dependent
• PTO or Leaves.

Requirements

Duties / Responsibilities : Manage and oversee the monitoring portals Utilize computerized systems to track and analyze solar systems Provide communications such as emailing or calling contractors for onsite visits as well as being able to RMA any equipment Utilize Google Suite and other software to assist with office tasks Act as solar systems monitor for all company clients and be able to walk them through their portal when they receive PTO Provide and analyze generated reports to recognize monitoring system errors and be able to troubleshoot remotely if possible