Benefits:

401(k)

Bonus based on performance

Company parties

Competitive salary

Employee discounts

Free food & snacks

Opportunity for advancement

Paid time off

Training & development

Role: Office Coordinator & CRM Specialist Employment Type: Onsite, 6h/day (30h/wk); expanding to 40 hrs/wk

Start Date: February 2026

YOUR STRENGTHS

(Priority will be given to candidates with significant CRM expertise.)

Warm, personable presence and you take genuine pride in creating positive experiences for customers.

Highly tech-savvy, quick to learn new platforms, and confident navigating digital tools.

Communicate with clarity, empathy, and professionalism, ensuring customers, colleagues, and vendors stay aligned.

Operate with an intrapreneurial mindset, finding satisfaction in building structure, improving processes, and proactively keeps systems running smoothly

COMPANY

ClearView Window & Door is a family-owned, home-improvement company with a fun and upbeat atmosphere where new ideas for growth and improvement are always welcomed! For over 30 years we have served Maryland homeowners with custom, high-quality windows and doors, as well as siding, roofing, decks, and most all other home exterior projects, now with trusted partners.

What makes us different? We are committed to providing simplified, expert, and trustworthy guidance that empowers homeowners to make confident decisions about their home improvement investments, property value, and peace of mind.

OFFICE COORDINATOR ROLE

Your role is the hub of communications and coordination for the office. It is key to excelling our customer’s experience from first touch when someone calls in for an estimate to installation and follow up. Your voice and kindness is key to repeat and referral business that will drive our growth.

Your daily goal will be to keep leads moving, projects on track, and confirm and communicate scheduling to our customers. Problem-solving skills are essential to support a solutions-oriented teamwork approach. We track all leads, contracts, and project details in our CRM (MarketSharp) and you will excel by improving scheduling, finding more ways to digitize, automating customer follow-up while keeping key personal-touch customer experience.

KEY RESPONSIBILITIES

CRM & TECHNOLOGY OWNERSHIP

(Priority will be given to EXTENSIVE CRM EXPERIENCE.)

*Serve as MarketSharp (CRM) power user: workflows, templates, reminders, reports.

*Manage digital contracts (fillable PDFs / DocuSign).

*Ensure all photos, notes, and documents are stored in MarketSharp.

*Input lead sources, contracts, notes, and costs as the customer progresses through their project.

SCHEDULING, CUSTOMER SERVICE, GENERAL OFFICE

*First touch for incoming calls and inquiries.

*Manage the MarketSharp calendar for sales, installs, services, and meetings.

*Send appointment reminders

*Conduct sales/project follow-up calls and customer anniversary reminders.

*Coordinate and schedule time-off requests, organize birthdays, meetings, and team events.

LEAD MANAGEMENT & PROJECT PROCESSING

*Process and assign new leads; create MarketSharp contact records.

*Ensure quotes, notes, and coding are entered by sales team.

*Input contracts into MarketSharp; push contracts to QuickBooks.

*Monitor job progress and proactively resolve issues.

*Prepare and upload installer/service paperwork, customer gifts, invoice, and warranty information.

*Generating Daily Status Report and updating daily.

MARKETING SUPPORT

(Digital Marketing Experience a Plus)

*Writes and posts Google review responses.

*Maintain showroom collaterals

*Coordinates trade shows

*Coordinates customer events (Pie Day, Free Screen Repair, etc. )

ROLE REQUIREMENTS

*5+ years scheduling, customer service, or office coordination experience.

*Strong organizational and problem-solving skills.

*Proficient in MS Office, Google Suite, Outlook, & CRM systems (MarketSharp, SalesForce a plus).

*Excellent written and verbal communication.

*Tech-savvy, proactive, and process-oriented.

*Friendly and professional; thrives in a small, fast-paced, family business.

SUCCESS METRICS (First 12 Months)

*100%+ of leads contacted within 3 business hours of initial outreach

*90%+ of customers receive proactive project updates including appointment reminders and ETAs.

*15% of annual contracts agree to post a Google review.

*CRM adoption across sales and operations with clean, accurate data.

ClearView Window & Door is proud to be an Equal Opportunity Employer. We foster an inclusive, diverse workplace where every employee is valued and respected. All qualified applicants will receive equal consideration regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, or any protected status. We believe diversity strengthens our culture, drives innovation, and helps us better serve our customers.