Business Coordinator
Lifetime Windows and Siding
Description Lifetime Roof & Solar is seeking a highly organized and detail-oriented Business Coordinator to support our growing team. This role serves as a critical link between sales, production, accounting, vendors, customers, and office operations. The ideal candidate thrives in a fast-paced environment, enjoys managing multiple priorities, and is passionate about delivering exceptional customer service while helping maintain operational excellence. Key Responsibilities
Accounting & Customer Management
Required
Accounting & Customer Management
- Create and maintain customer profiles and job records in QuickBooks
- Send invoices and payment requests to customers
- Collect and process customer payments
- Enter approved vendor invoices into QuickBooks and AccuLynx
- Record material costs and job expenses in QuickBooks and AccuLynx
- Maintain customer communication lists (CC Lists)
- Prepare commission reports
- Coordinate customer Google Review requests
- Support the Operations Manager with project tracking and management in AccuLynx
- Maintain contractor licenses and compliance documentation
- Collaborate with production and sales teams to ensure an outstanding customer experience
- Monitor project schedules and assist in keeping projects on track
- Approve jobs within AccuLynx
- Order One Click Code Reports and Quick Measure Reports
- Obtain permits as required for roofing and construction projects
- Register warranties and maintain project documentation
- Assist with permitting processes for deck projects
- Process invoices and upload supporting documentation into the CRM
- Record and track customer payments
- Coordinate fleet management activities
- Manage Certificates of Insurance (COIs)
- Support employee onboarding in partnership with HR providers
- Schedule conference rooms and coordinate meetings
- Serve as a primary point of contact for customers
- Schedule sales appointments and assist with service-related requests
- Purchase office supplies, marketing materials, company apparel, and business cards
- Manage inventory and general office procurement
- Provide administrative support across departments as needed
Required
- Previous experience in office administration, business coordination, project coordination, accounting support, or a related role
- Minimum 1 year of QuickBooks experience
- Strong organizational and time-management skills
- Excellent customer service and communication abilities
- Ability to prioritize multiple tasks and meet deadlines
- Exceptional attention to detail and accuracy
- Proficiency with Microsoft Office and Google Workspace
- Experience with AccuLynx
- Experience in construction, roofing, home improvement, or a related industry
- Knowledge of permitting processes, warranties, and contractor licensing requirements
- Familiarity with CRM platforms and project management software
- Competitive compensation
- 401(k) matching
- Health insurance
- Dental insurance
- Vision insurance
- Paid time off
- Employee discounts
- Referral program
- Professional growth and advancement opportunities
- Collaborative and supportive team environment
- Stable, growing company with long-term career potential
- Opportunity to make a direct impact on customer satisfaction and company success
Vacancy posted 2 days ago
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