Sales Support & Estimator Coordinator - (CRM)
Scalesource · Remote · $1,250/month (stated in the posting)
Sales Support & Estimator Coordinator – Trades (CRM)
Location: Remote (Work from Home)
Schedule: Monday – Friday | 9:00 AM – 6:00 PM (PST, CST, EST)
Compensation: $1,250 USD/month for the first 90 days / $1,500 USD/month after that.
About the Role
This is not a sit-back-and-wait sales support role. This is pipeline ownership in a high-velocity trades environment where speed and follow-up directly drive revenue. Leads are coming in, and if they’re not followed up fast and clean, money gets left on the table.
If you’re sharp, organized, and relentless with follow-ups, you’ll thrive here. If you move slow or let deals slip through the cracks, this role will expose it quickly.
This role owns the front end of the sales pipeline in a fast-moving trades environment, where speed, consistency, and follow-up directly impact revenue. You’ll manage inbound leads, outbound follow-ups, estimate coordination, and CRM accuracy to ensure every opportunity is touched, tracked, and moved forward.
By keeping the pipeline clean and active, you enable sales teams to focus on closing while eliminating missed revenue due to delays or poor organization.
What You'll Actually Do
- Own speed-to-lead and outbound follow-up for every inbound lead and estimate request
- Build estimate support packets, proposals, job notes, and pipeline updates for the sales/estimating team
- Lock in appointments, site visits, estimate reminders, and proposal send-outs
- Wake up dormant leads, chase unsigned proposals, and keep the pipeline clean
- Keep CRM/job-management systems tight so no damn revenue opportunity slips through
Expectations
- Maintain fast speed-to-lead response times on all inbound inquiries and estimate requests
- Execute consistent high-volume follow-ups (50+ per week) without pipeline leakage
- Keep CRM/job management systems fully updated (notes, stages, tasks, proposals) at all times
- Ensure no missed opportunities by tracking, chasing, and advancing every lead
- Support estimating and sales teams with accurate, timely proposal and job documentation
- Manage scheduling, reminders, and proposal delivery with precision and urgency
- Communicate clearly and confidently with prospects, customers, and internal teams
- Take full ownership of pipeline cleanliness, organization, and movement
Requirements
- 2+ years of experience in inside sales, service coordination, dispatch, estimating support, or contractor office support
- Proven ability to handle 50+ lead follow-ups per week or 20+ proposals/quotes per month
- 2+ years of experience with platforms such as ServiceTitan, Jobber, Housecall Pro, Buildertrend, HubSpot, or similar
- Experience supporting $100k+ per month in pipeline activity related to quoting or bidding
- Ability to pass a live call simulation and written accuracy exercise at 85%+
Benefits
- Faster Hiring Process: We move quickly, communicate clearly, and don’t leave candidates guessing
- Better Role Matching: You’re placed in roles where you can actually perform and grow, not just fill a seat
- Real Upside: Strong performers unlock raises, long-term stability, and future opportunities
- Work With U.S. Operators: Direct exposure to franchise owners and operators focused on growth and execution
- Real Ownership: Your work directly impacts operations. Less bureaucracy, more responsibility from day one
- Multi-Location Exposure: Work across multiple franchise locations and learn how scalable operations actually run
Proactive Recruiting: We’re actively building our talent network for current and upcoming client opportunities. While this posting may not represent an immediate opening, qualified candidates may be considered as matching roles become available.
Do you think you are a fit for this role but decided not to apply? Please tell us why.
Requirements
- Professional home office setup and reliable internet
- Introductory video submission required as part of the recruitment process