Operations Specialist

Job Description

Job Description

OPERATIONS Specialist

Carolina Energy Conservation Klaus Roofing by Carolina Energy Conservation

About the Role

We are looking for a highly organized, dependable, and customer-focused Operations Associate to help oversee and coordinate our day-to-day operations across multiple states.

This position is the connection point between sales, production, crews, vendors, customers, local jurisdictions, and ownership. The Operations Manager will help make sure jobs are scheduled properly, materials are ordered, permits are pulled, paperwork is completed, customers are informed, and projects stay moving from start to finish.

We are looking for someone who takes ownership, communicates well, stays ahead of details, and makes sure nothing falls through the cracks.

What You'll Be Responsible For

Production & Scheduling

Manage and maintain the production schedule across multiple service areas and states.

Coordinate installation crews and upcoming jobs.

Schedule service calls, repairs, warranty work, and follow-up appointments.

Help keep projects on schedule and address issues as they arise.

Permits & Multi-State Project Coordination

Pull and track required permits for roofing, insulation, and home improvement projects.

Coordinate permit requirements with cities, counties, municipalities, and other local jurisdictions.

Track permit approvals, inspections, and required documentation.

Help ensure projects meet the permitting and administrative requirements for each state and service area.

Maintain organized records of permits, inspections, and project approvals.

Materials & Job Coordination

Order materials for upcoming projects.

Confirm materials are available and ready before scheduled installations.

Coordinate with vendors, sales, production, and crews.

Prepare, track, and communicate change orders.

Customer Service

Communicate with customers regarding scheduling, project updates, and next steps.

Answer customer questions and help resolve concerns.

Provide a professional and positive customer experience from start to finish.

Administrative & Financial Support

Monitor Accounts Receivable (AR) and follow up on outstanding customer balances.

Assist with customer financing and required documentation.

Manage and reconcile Lowe's credit cards and company purchases.

Maintain accurate and organized job records.

FORTIFIED / SafeHome Documentation

Complete and track SafeHome / FORTIFIED paperwork.

Make sure required documentation is collected, submitted, and properly organized.

Assist with project closeout requirements.

Fleet Management

Help manage the company vehicle fleet across multiple service areas.

Coordinate vehicle maintenance and repairs.

Keep registrations, service schedules, and vehicle records organized.

What We're Looking For

Strong organizational and time-management skills.

Excellent communication and customer service skills.

Strong attention to detail and follow-through.

Ability to manage multiple projects, locations, and priorities at once.

Comfortable working with customers, employees, subcontractors, vendors, and local permitting offices.

Ability to research and manage different permitting requirements across multiple states and jurisdictions.

Ability to solve problems and keep projects moving.

Computer and office software skills.

Construction, roofing, home improvement, permitting, or operations experience is preferred

The Right Person for This Role

The ideal Operations Manager is someone who is proactive, organized, dependable, and accountable.

You should be comfortable juggling multiple responsibilities, coordinating projects across different states, working with permitting offices, communicating with multiple departments, solving problems, and following tasks all the way through completion.