• Served as first point of contact for all inbound client calls and showroom walk-ins for a design-build firm, providing consultative support and connecting customers with the right products and services.
• Participated in client remodel meetings, helping facilitate conversations between clients and the design team and ensuring follow through on project details and next steps.
• Sold materials and design products directly to walk-in customers on the showroom floor, developing strong product knowledge and customer relationship skills in a creative industry setting.
• Managed Instagram presence for the firm, creating content to showcase projects, engage followers, and maintain brand visibility.
• Administered and maintained CRM platform (Buildertrend), enforcing data quality and managing user accounts, subscriptions, and access permissions.
• Served as in-house bookkeeper, overseeing day-to-day financial records including reconciling accounts, recording bank
transactions, and processing invoices.
• Onboarded new staff by training on office systems, software tools, and operational procedures; managed vendor relationships and office operations end-to-end.