· Processing new job contracts
· Review and Process the following Lead Perfection Status’:
o Pending Designer Paperwork
· Schedule Measure Tech appointments with customers
· Schedule Install appointments with customers
· Place confirmation calls to customers
· Review with customers required actions prior to the appointment day to ready the space for install
· Work with Sales, Operations and Engineering to ensure that jobs are not held up in any status
o Listening when required
o Reviewing bank turndowns, investigating and providing answers
o Review payment transaction failures and contact either sales or install for returns
o Review job completion and request funding on financed jobs
o Process Line of Credit and Cashier’s checks
· Follow up with any financing questions (SVF, AQUA)
o Manage any expiring loans
o Customers challenging payment
o Completion certificate disbursements
o Review and match Calendly to Lead Perfection Scheduling
o Review voicemails and follow up with customers
o Monitor chat and provide sales ability (Coatings only)
o Appointment confirmation calls
· Perform other work-related duties as assigned.