Office Manager and Operations Coordinator
ShelfGenie of West Palm Beach/Naples
Job Description
Job Description
Benefits:
- Paid time off
- Competitive salary
- Flexible schedule
Project Coordination & Scheduling
· Review completed sales paperwork and confirm required documentation is present.
· Track design approvals, manufacturing, shipping, receipt of materials, installation, and service work.
· Coordinate with designers, installers, warehouse staff, and manufacturing partners.
· Schedule installations and service appointments; maintain accurate calendars.
· Prepare installation folders, work orders, and project documents.
· Keep customers informed about schedules and project updates.
· Maintain accurate CRM records and flag delays or missing information. Basic Bookkeeping & Accounting Support
· Enter vendor bills and invoices into QuickBooks Online.
· Organize receipts, invoices, and supporting documentation for the outside bookkeeping team.
· Assist with accounts payable and accounts receivable tracking.
· Track customer deposits, final payments, and outstanding balances; follow up as needed.
· Help prepare sales commission reports and monthly accounting documentation.
· Coordinate with outside bookkeeping and accounting professionals to resolve missing information. Advanced accounting or CPA-level expertise is not required; basic bookkeeping knowledge and QuickBooks Online experience are preferred. Office Management & Administration
· Manage daily office administrative tasks, calls, emails, and filing.
· Maintain organized physical and digital customer and project records.
· Order supplies and prepare reports, documents, and correspondence.
· Support recruiting coordination and home show preparation.
· Identify ways to improve workflows, accuracy, and office efficiency. Customer Service & Communication
· Serve as a primary contact for installation scheduling and logistics.
· Communicate clearly and professionally with customers, designers, installers, and vendors.
· Follow up on service requests and routine concerns; escalate complex issues appropriately. Qualifications
Required
· At least three years of office administration, office management, or project coordination experience.
· Excellent organization, follow-through, communication, and attention to detail.
· Ability to juggle multiple projects, deadlines, and priorities independently.
· Proficiency with Microsoft Office, including Excel and Outlook.
· Comfort with CRM systems and basic invoicing, payables, or bookkeeping.
· Strong customer service and problem-solving skills. Preferred
· QuickBooks Online experience.
· Experience in construction, remodeling, cabinetry, home improvement, or related fields.
· Experience scheduling installations or service appointments and working with subcontractors.
Vacancy posted 12 days ago
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