Sales & CRM Coordinator (JobTread) - Freelance, Remote

Department:Support & LeadershipLocation:PhilippinesCompensation:$7.00 / hourDescriptionAbout the ClientA 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 makeCRM Management & Data EntryMaintain JobTread: log leads, update job statuses, add notes and contact detailsTrack and move leads through the pipeline; tag and assign follow-upsEnsure CRM data accuracy and consistent note-taking for handoffs to partners and installersAdministrative Support & SchedulingCreate and maintain project schedules and calendars for 3 partners + subcontractor installersCoordinate appointments, site visits, and estimates with customers and crewsManage documentation and file organization in Google WorkspaceSales Documentation & CommunicationPrepare and organize sales documents, estimates and job notesTake and distribute meeting and call notes to partners and relevant team membersSupport email management, reply routing, and light client-facing communicationsMarketing & Social Media SupportCreate simple marketing assets and social posts using Canva or AI toolsSchedule social media posts and assist with content repurposingSupport basic graphic/text edits and asset organizationLiaison & Team CoordinationAct as the primary liaison between partners, installers and subcontractors for follow-ups and information flowManage WhatsApp/text communication threads and documentation of crew interactions (written/text-based)Support ongoing workflow coordination and SOP adherenceOccasional Bilingual SupportProvide occasional written or text-based Spanish English communication with crews or customers as neededSkills, Knowledge and ExpertiseRequired:Proven hands-on experience using JobTread (required)Located in the Philippines and eligible to work remotely full-timeAvailability 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 skillsDemonstrated 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 40MBPSHeadset with an extended mic that has noise cancellation and a webcamBack-up computer and internet connectionQuiet, dedicated workspace at homeYour Superpowers:Technical skillsJobTread (primary), familiarity with construction CRMs (Builder Prime, JobNimbus) is a plusGoogle Workspace (Gmail, Sheets, Drive, Calendar)Canva and/or AI design tools for simple marketing assetsComfortable using WhatsApp / SMS / text-based communication for operationsSoft skills & traitsHighly detail-oriented and organizedProactive, follows SOPs, and able to work independentlyStrong written communication and note-taking abilityCustomer-service mindset and dependable for time-zone aligned workComfortable coordinating between field crews and ownersYou should apply if...You enjoy supporting small operations and improving processesYou're disciplined, reliable, and prefer structured SOP-driven workYou can handle fast follow-ups, multi-task between admin and light marketing, and enjoy being the central point of information for a small teamYou're comfortable occasionally communicating in Spanish in writing/textWhat to expect...Work Setup:Remote positionMust have a reliable internet connection and a quiet workspaceRequired to provide own computer with Intel Core i5 or something similar or higher operating systemWorking Hours:40 hours per weekMonday to Friday 9:00 AM–5:00 PM CST (40 hrs/week)Compensation:$7 per hourNo benefits package includedBenefits