Position Overview

The Data Entry Specialist I is responsible for supporting accurate communication of project specifics between the sales department and the operations department. The Data Entry Specialist I is responsible for maintaining professional communication between departments and assisting with all relevant information needed to install a successful project. This is a highly meticulous role that verifies clerical and mathematical accuracy of projects sold.

The Data Entry Specialist I is primarily focused on the following objectives:

• Enter project details into company programs / applications
• Manage project documents and audit for completeness and compliance
• Assist with project budget and commission calculations
• Verify order accuracy - inclusive of all material specifications, total footage, gates, post and picket quantities, removals and haul away, specialty labor items, etc…

The Data Entry Specialist I is responsible for reviewing each residential project for appropriate documentation, formatting, and required deposit. They also support processing and entry of commercial projects to a lesser degree of detail. The Data Entry Specialist I inputs all project specifications into company software and assigns project next steps and necessary follow-up to the correct staff members within the company. The Data Entry Specialist I is also committed to delivering the Peerless Promise with Quality, Service & Integrity.

Role and Responsibilities

• Review new project files
• Act as liaison between sales staff and operations staff
• Contact customers for payment information if needed
• Calculate and input accurate budget and commission information for each project
• Verify CFS estimate details with contract documents
• Review contract drawings to verify measurements against CFS estimate provided
• Alert sales team of major errors that may require a change order to correct
• Make corrections to small dollar value errors that can be easily corrected
• Input customer work orders & change orders
• Complete other office support duties as assigned, such as collections calls, internal compliance audits, etc…

Required Skills

• Strong math acumen
• Previous experience with data entry
• Maintain a professional demeanor at all times
• Meticulousness, attention to detail and accuracy
• Excellent verbal and written communication skills
• Ability to excel in a fast-paced environment
• Self-motivated to achieve daily responsibilities
• Expert problem solving and critical thinking skills
• Proficient in baseline computer applications and functionality
  • Gmail/GSuite
  • CRM software
• Ability to effectively prioritize tasks

Objectives

• Resolve customer concerns as related to contract documents and payments - 5%
• Create, verify, and assign projects in Salesforce & ComputerEase – 30%
• Compare CFS estimate, budget, and contract to ensure they match, and correct if not – 30%
• Calculate budgets and commissions – 30%

Preferred Skills:

• Previous experience with Salesforce
• Previous experience in the construction industry