A trusted provider of premium holiday and architectural lighting solutions, serving both residential and commercial clients. With a reputation built on quality, creativity, and customer satisfaction, they transform spaces through customized lighting designs that enhance ambiance and create memorable experiences. Their team takes pride in delivering innovative solutions while maintaining long-term relationships with clients.

Shift Schedule: 8:00 AM - 5:00 PM (US Pacific Time)

Responsibilities:

• Maintain and update Zoho CRM with product, service, and client data.
• Oversee client portal access, monitor usage, and provide training resources.
• Track payments, process deposits/retainers, apply discounts or late fees, and manage invoicing.
• Record and process referral/incentive activities, ensuring timely fulfillment.
• Support project management by inputting scopes, estimates, and updating client records.
• Coordinate specialized services such as tree trimming schedules, insurance certificates, and weather-related notifications.
• Communicate regularly with clients and internal staff to ensure smooth operations.
• Assist with quarterly system audits and program reviews.
• Help establish and improve standard operating procedures (SOPs) to support company growth.

Required skills and qualifications:

• High proficiency in Zoho (CRM, Books, Forms, and other modules).
• Strong organizational skills with high attention to detail.
• Experience with client portal systems (e.g., CompanyCam).
• Basic accounting knowledge (invoicing, deposits, payment tracking).
• Excellent written and verbal communication skills.
• Self-starter with the ability to learn quickly and solve problems independently.
• Ability to manage multiple tasks and priorities effectively.

Preferred skills and qualifications:

• Previous experience in client-facing service roles.
• Familiarity with project management and administrative coordination.
• Experience in creating and implementing SOPs.
• Creative thinker, open to new ideas and process improvements.