We’re seeking a detail-oriented Program Coordinator to join a local business. You will keep the referral pipeline, CRM systems, and PEX card program running smoothly.
What You’ll Do
- Manage referral intake from Slack/Teams and create job files in CRM (Dash/Luxor).
- Track jobs from referral through completion, ensuring data accuracy.
- Oversee PEX card lifecycle: funding, activation, replacement, reconciliation, and master log maintenance.
- Handle W-9 collection, receipts, and compliance documentation.
- Generate weekly reports on referrals, contact times, pipeline status, and payouts.
- Collaborate with the Plumber Representative on hand-offs, appreciation boxes, and CRM integrity.
What We’re Looking For
- Strong organizational and multitasking skills.
- Experience with CRM systems and financial reconciliation.
- Ability to work cross-functionally and communicate clearly.
- Detail-driven mindset with a commitment to accuracy and compliance.
- Proactive problem-solver who thrives in a fast-paced environment.
Quality Standards
- CRM and financial data must be accurate and up-to-date.
- Reports delivered weekly, error-free, and fully supported.
- Professional communication with managers, reps, and partners.
- Secure recordkeeping and compliance with company standards.