Office Coordinator CRM Specialist

Benefits

401(k)

Bonus based on performance

Company parties

Competitive salary

Employee discounts

Free food & snacks

Opportunity for advancement

Paid time off

Training & development

Role:
Office Coordinator & CRM Specialist

Employment Type:

Onsite, 6h/day (30h/wk); expanding to 40 hrs/wk

Start Date:

February 2026

(Priority will be given to candidates with significant CRM expertise.)

Warm, personable presence and you take genuine pride in creating positive experiences for customers.

Highly tech-savvy, quick to learn new platforms, and confident navigating digital tools.

Communicate with clarity, empathy, and professionalism, ensuring customers, colleagues, and vendors stay aligned.

Operate with an intrapreneurial mindset, finding satisfaction in building structure, improving processes, and proactively keeps systems running smoothly

Clear View Window & Door is a family-owned, home-improvement company with a fun and upbeat atmosphere where new ideas for growth and improvement are always welcomed! For over 30 years we have served Maryland homeowners with custom, high-quality windows and doors, as well as siding, roofing, decks, and most all other home exterior projects, now with trusted partners.

What makes us different? We are committed to providing simplified, expert, and trustworthy guidance that empowers homeowners to make confident decisions about their home improvement investments, property value, and peace of mind.

Your role is the hub of communications and coordination for the office. It is key to excelling our customer’s experience from first touch when someone calls in for an estimate to installation and follow up. Your voice and kindness is key to repeat and referral business that will drive our growth.

Your daily goal will be to keep leads moving, projects on track, and confirm and communicate scheduling to our customers. Problem-solving skills are essential to support a solutions-oriented teamwork approach. We track all leads, contracts, and project details in our CRM (Market Sharp) and you will excel by improving scheduling, finding more ways to digitize, automating customer follow-up while keeping key personal-touch customer experience.

• Serve as Market Sharp (CRM) power user: workflows, templates, reminders, reports.
• Manage digital contracts (fillable PDFs / Docu Sign).
• Ensure all photos, notes, and documents are stored in Market Sharp.
• Input lead sources, contracts, notes, and costs as the customer progresses through their project.

• First touch for incoming calls and inquiries.
• Manage the Market Sharp calendar for sales, installs, services, and meetings.
• Send appointment reminders
• Conduct sales/project follow-up calls and customer anniversary reminders.
• Coordinate and schedule time-off requests, organize birthdays, meetings, and team events.

• Process and assign new leads; create Market Sharp contact records.
• Ensure quotes, notes, and coding are entered by sales team.
• Input contracts into Market Sharp; push contracts to Quick Books.
  
  Monitor job progress and proactively resolve issues.
• Prepare and upload installer/service paperwork, customer gifts, invoice, and warranty information.
• Generating Daily Status Report and updating daily.

• Writes and posts Google review responses.
• Maintain showroom collaterals
• Coordinates trade shows
• Coordinates customer events (Pie Day, Free Screen Repair, etc. )

• 5+ years scheduling, customer service, or office coordination experience.
• Strong organizational and problem-solving skills.
• Proficient in MS Office, Google Suite, Outlook, & CRM systems (Market Sharp, Sales Force a plus).
• Excellent written and verbal communication.
• Tech-savvy, proactive, and process-oriented.
• Friendly and professional; thrives in a small, fast-paced, family business.

• 100%+ of leads contacted within 3 business hours of initial outreach
• 90%+ of customers receive proactive project updates including appointment reminders and ETAs.
• 15% of annual contracts agree to post a Google review.
• CRM adoption across sales and operations with clean, accurate data.

Clear View Window & Door is proud to be an Equal Opportunity Employer. We foster an inclusive, diverse workplace where every employee is valued and respected. All qualified applicants will receive equal consideration regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, or any protected status. We believe diversity strengthens our culture, drives innovation, and helps us better serve our customers.