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Office Manager- Client Support Manager (69440)
Valcourt Group
Specializes in industrial and commercial services, delivering quality and expertise across diverse sectors.
Office manager overseeing daily operations, administrative support, Salesforce data management, contract execution, job scheduling, and team environment maintenance.
Request certificates of insurance as required by customer.
Assist GM with the renewal process every month as needed
Ensure that contact information for people in Salesforce is as accurate as possible.
Create and maintain tracking spreadsheets for both franchise auto insurance policies, GPS systems and worker’s compensation policies.
Be the main point of contact for all service providers that the office needs.
Answer all incoming calls in a courteous and professional manner, assess the caller’s needs and direct them to the appropriate person.
Track all close wons, cancellations, changes on the Sales Report
Ensure that the executed contract is returned to Valcourt in a timely manner, reaching out to clients on a regular cadence until we get them back.
Maintain and update the entire schedule when the Scheduling Manager is out of the office
Ensure that WO’s are turned in as soon as each job is complete.
Ensure that billing information is correct for each WO before it is pushed through to NetSuite.
Ensure that all contracts are filed properly in the building folders and on the opportunity in Salesforce.
Alert General Manager and others when needed of any upcoming expirations of franchise policies.
Provide organization and planning for any company events, meals, and special visits.
Run non-return service ticket list on Tuesdays and Fridays and send to the managers.
Create and maintain a tracking spreadsheet for all contracts returned.
Work in conjunction with the operations team to plan the holiday party.
Order office supplies when necessary.
Send contract to GM for execution.
Schedule WO’s and communicate with clients as needed for portions of the schedule that you are responsible for.
Responsible for upkeep of all office equipment, ensuring that they are running effectively and troubleshooting problems when necessary, sometimes coordinating with IT Director.
Review incoming contracts for clients to ensure they match what is in Salesforce.
Create and maintain a tracking system for all Valcourt resell items to the franchises
Bill work orders daily.
Ensure Data Table 2 is up to date daily and inform GM of any problem sites.
What you bringBenefits
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Training + Development
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Interview process
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Visa Sponsorship
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Security clearance
background checks may be conducted during the hiring process.
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