Operations Assistant CHAGOL

About the Client

The client is a growing home services company specializing in window cleaning, pressure washing, and gutter cleaning. Their business is built around exceptional customer service, recurring maintenance plans, and a strong sales driven approach. As the company continues to expand, they want a reliable team member to keep daily operations organized while supporting customers and internal staff in a fast paced environment.

They value team members who are eager to grow professionally and take on increasing operational responsibilities as the business continues to expand.

The client is seeking an Operations Assistant to provide administrative and operational support across the business. This person will manage customer communications, maintain the CRM, coordinate schedules, support field operations, and assist with day to day administrative tasks. Aside from delivering excellent customer service, the role converts inbound inquiries into booked appointments, sells recurring service plans, and supports business growth through proactive follow up on unsold estimates.

The ideal candidate is organized, proactive, detail oriented, comfortable managing multiple priorities, and interested in growing into a broader operational role over time.

• Answer incoming phone calls professionally.
• Respond to customer inquiries through phone, email, text messages, and the CRM.
• Provide excellent customer service while resolving scheduling requests and general questions.
• Maintain consistent communication with customers throughout the service process.
• Confidently book appointments from inbound customer inquiries.
• Upsell additional services when appropriate.
• Promote recurring service plans to existing and new customers.
• Follow up with customers regarding pending estimates.
• Request Google reviews after completed services to support the company's online reputation.

• Maintain accurate customer records within the CRM.
• Update customer information, notes, and service details.
• Organize files and maintain operational documentation using Google Workspace.
• Assist with general administrative tasks as needed.

• Schedule customer appointments efficiently.
• Coordinate daily schedules for field technicians.
• Monitor appointment calendars and make scheduling adjustments when necessary.
• Ensure jobs are assigned accurately and communicated to the team.

• Monitor technician progress throughout the day.
• Help ensure technicians remain on schedule and operational standards are followed.
• Communicate with team members regarding scheduling updates and operational needs.
• Support leadership with day to day operational coordination.

• Assist with operational projects and process improvements.
• Provide additional administrative support as business needs evolve.
• Contribute to maintaining organized and efficient daily operations.

• Previous experience as an Operations Assistant, Administrative Assistant, Executive Assistant, Virtual Assistant, or in a similar administrative support role.
• Experience supporting a home services, field services, or sales driven business.
• Excellent written and verbal English communication skills.
• Strong organizational, multitasking, and time management skills.
• Experience managing calendars, appointments, and customer communications.
• Proficiency with Google Sheets, Google Docs, Google Drive, and other Google Workspace tools.
• Comfortable with customer service and sales conversations over the phone.
• Ability to confidently recommend services and identify upselling opportunities.
• Experience following up on unsold estimates or sales opportunities.

• Experience using Housecall Pro.
• Experience working remotely with distributed teams.
• Familiarity with CRM systems and scheduling platforms.
• Experience supporting service based businesses with field technicians.

• Positive and professional attitude.
• Calm, composed, and solution oriented.
• Highly organized with excellent attention to detail.
• Proactive and self motivated.
• Adaptable in a fast growing environment.
• Reliable, accountable, and customer focused.
• Interested in long term career growth and taking on increasing operational responsibilities as the company expands.