General Contractor Industry Services

Job Role Overview

The Executive Assistant (EA) is the Gatekeeper for the CEO.  The EA’s main objective is to protect the CEO’s time and attention.

Recommended Training

-Calendaring and scheduling

-Strong written and verbal communication skills

-Microsoft Office/ Google Suite (Excel certification is a plus)

-Data entry, record keeping, and managing office supplies

-Expense tracking and reporting (Bookkeeping knowledge is a plus)

-Problem solving

Job Role Tasks

• CEO’s calendar
• Monitoring CEO’s email
• CEO’s office phone
• Tracking tasks the CEO needs to complete
• Meeting notes
• Attend meetings and take notes as needed
• Arrange and book travel as needed
• Monitor and update CEO’s priority tracker
• Quarterly energy audits for the CEO
• Monthly goal review meetings
• Keep all folders organized
• Assist with projects as needed
• Create and update a yearly tickler for items that need to be done routinely
• Monitor communication and information in:
• Be aware of BNI requirements and ensure we are compliant with them
• Be aware of CEO’s marketing / content calendar and ensure the CEO completes these deliverables

Key Performance Indicators

Disc Profile- S/C

English Proficiency - Medium / High

Native/Fluent English/ Conversational Spanish is a plus

Job Role Overview

The Operations Manager reports directly to the Chief Executive Officer. An operations manager is responsible for supervising, hiring, and training employees, managing quality assurance programs, and strategizing process improvements.

Recommended Training

• Unparalleled organization skills
• Exceptional initiative
• Eager to learn
• Humble to accept feedback from others
• Good communication skills both written and oral
• Team Player
• Ability to learn new skills through online training
• Military punctuality (if you show up on time, you are late)
• Must be willing and able to learn the software that we use
• Knowledge of organizational effectiveness and operations management
• Able to lead and inspire a team
• Reports directly to the CEO
• Project management

• Budget Administration

• Capacity for Judgement

• Ability to Solve Problems

• Decision-Making Skills

• Track and Measure Staff Performance

• Conflict Management Skill

  

Job Role Tasks

Leadership Duties:

• Ensure all operations are carried out in an appropriate, legal, and cost effective way.
• Improve operational management systems, processes and best practices.
• Oversee the purchase of materials, plan inventory and overall supply chain efficiency.
• Formulate operational objectives that support Elevation’s strategic plan.
• Work with the C-level executives to determine values and mission, and plan for short and long-term goals.
• Build alliances and partnerships with other organizations.
• Identify ways to increase quality of customer service.
• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; and participating in professional organizations.

Financial Duties:

• Use financial data to help generate ideas for Elevation’s profitability.
• Manage operations budget, forecasts, and audits.
• Drive the efforts to upkeep Accounts Payable and Accounts Receivable
• Monitor company’s credit cards and bank accounts transactions
• Release payments for contractors and other services and materials needed for operations
• Assist with bank draws and related paperwork for client construction loans, communicating with inspectors and coordinating access to the properties

Operational Duties:

• Identify and address problems and opportunities for Elevation.
• Perform quality controls and monitor KPI’s related to operations.
• Subject matter expert and main administrator of  BuilderTrend, granting access to new internal and external users, managing permissions and notifications, authorizing change orders and POs for payment release while solving any issue that the platform presents for Elevation users, clients and Vendors.
• Responsible to maintain Hubspot and WIP spreadsheet information updated and available for upper management reporting
• Review Estimates and negotiate with contractors to ensure price consistency
• Coordinate Post Construction Inspections providing access to the units and necessary documentation
• Oversee and coordinate materials and appliances purchases and gathering the necessary information
• Oversee drawing contracts for clients and vendors, and gathering signatures
• Oversee information and documentation uploads available for internal users and clients
• Oversee and maintain awareness of the maintenance division.
• Oversee the creation and maintenance of the SOPs in the Operations Department
• Communication with clients through phone calls, email and video conferencing
• Constant communication with contractors getting updates, photos and videos, driving each project to completion in a timely manner.
• Other duties assigned

Key Performance Indicators

Disc Profile - C

English Proficiency - Medium / High

Native/Fluent English/ Conversational Spanish is a plus

Job Role Overview

Maintaining and monitoring project plans, project schedules, work hours, budgets and expenditures. Organizing, attending and participating in stakeholder meetings. Documenting and following up on important actions and decisions from meetings. Preparing necessary presentation materials for meetings.

Recommended Training

• Expertise in project management methodologies such as Kanban, Scrum, and Agile methodologies, understanding of full project/product lifecycle, problem-solving, data analysis, and proficiency with project management tools.

• Experience in managing project scope and profitability

• Unparalleled organization skills
• Exceptional initiative
• Eager to learn
• Humble to accept feedback from others
• Good communication skills both written and oral
• Team Player
• Ability to learn new skills through online training
• Military punctuality (if you show up on time, you are late)
• Must be willing and able to learn the software that we use (HubSpot knowledge is a plus)

 

Job Role Tasks

• Subject matter expert and main administrator of  BuilderTrend, granting access to new internal and external users, managing permissions and notifications, authorizing change orders and POs for payment release while solving any issue that the platform presents for Elevation users, clients and Vendors.
• Responsible to maintain Hubspot and WIP spreadsheet information updated and available for upper management reporting
• Drive the efforts to upkeep Accounts Payable and Accounts Receivable
• Responsible for gathering information and putting together the company’s budget
• Monitor company’s credit cards and bank accounts transactions
• Release payments for contractors and other services and materials needed for operations
• Review Estimates and negotiate with contractors to ensure price consistency
• Coordinate Post Construction Inspections providing access to the units and necessary documentation
• Oversee and coordinate materials and appliances purchases and gathering the necessary information
• Assist with bank draws and related paperwork for client construction loans, communicating with inspectors and coordinating access to the properties
• Responsible for Drawing contracts for clients and vendors, and gathering signatures
• Oversee information and documentation uploads available for internal users and clients
• Communication with clients through phone calls, email and video conferencing
• Constant communication with contractors getting updates, photos and videos, driving each project to completion in a timely manner.

Key Performance Indicators

Disc Profile - C, C/S, C/D, C/I

English Proficiency - Medium / High

Native/Fluent English/ Conversational Spanish is a plus

Job Role Overview

A Sales Coordinator oversees the performance and efficiency levels of Sales Representatives. Their main duties include setting goals and quotas for sales teams, creating training schedules and maintaining the inventory of sales presentation tools.

Recommended Training

Sales Coordinators should have a bachelor’s degree in business, marketing or a related field. Specific training in consumer shopping habits, leadership skills, management and marketing strategies is beneficial as well. Certifications that might be required for Sales Coordinators include Certified Sales Executive (CSE), Certified Professional Sales Person (CPSP) and Certified Sales Leadership Professional (CSLP). Some companies may also prefer Sales Coordinators to have a master’s degree in business administration or marketing.

Job Role Tasks

• Responsible for knowledge of future projects and doing the coordination to prepare for production
• Owns Future Projects Spreadsheet
• Owns the sales pipeline workflow on Hubspot
• Be sure this is updated every day
• Become familiar with BuilderTrend for Estimates, Change Orders, and Purchase Orders
• Be familiar with draws and sending contracts to clients and contractors for Signature.
• This position will own this process eventually
• Be familiar with scheduling appointments and coordinate access with specialty contractors and appliances deliveries.
• Keep constant communication with owners and team.
• Owns the Hearth relationship and is the company SME on this program to provide financing to our customers
• Maintain and update the sales coordination SOP as needed
• Other duties assigned  

Key Performance Indicators

Disc Profile - High D with I

English Proficiency - Medium / High

Native/Fluent English/ Conversational Spanish is a plus

Job Role Overview

The Customer Service Representative (CSR) serves as the first point of contact for clients and prospective customers. This role is responsible for delivering an exceptional customer experience through attentive communication, problem-solving, and proactive service. The CSR ensures that every client interaction reflects the company name’s core values—while supporting internal coordination between sales, operations, and field teams.

Recommended Training

Job Role Tasks

Client Communication & Relationship Management

• Respond promptly and professionally to phone calls, emails, and website inquiries.
  
  
• Listen actively to understand client needs, concerns, and project goals.
  
  
• Schedule consultations between clients and the operations team.
  
  
• Maintain a friendly and professional tone, representing the Elevation brand at all times.
  
  
• Follow up with clients after project completion to ensure satisfaction and request reviews.

Customer Support & Issue Resolution

• Identify and resolve customer concerns efficiently while maintaining empathy and professionalism.
  
  
• Document all interactions and resolutions in the CRM or project management system.
  
  
• Coordinate with the operations team to ensure timely communication of client needs or issues.
  
  
• Follow up on lost opportunities to understand client decisions and identify improvement areas.

Sales Support & Administrative Tasks

• Set up and manage new customer accounts in all required platforms and applications.
  
  
• Support sales efforts by identifying opportunities for upselling or cross-selling services.
  
  
• Track client interactions and ensure that project information is complete and accurate.
  
  
• Assist with pre-construction coordination by relaying necessary details between departments.

Key Performance Indicators

1. Customer Satisfaction Score (CSAT) – Percentage of positive post-project feedback.
   
   
2. Response Time – Average time to reply to new inquiries and client messages.
   
   
3. Follow-Up Completion Rate – Percentage of clients contacted for feedback or reviews.
   
   
4. Appointment Conversion Rate – Ratio of inquiries that convert into scheduled consultations.

Disc Profile - High S/C, Moderate I

English Proficiency - Medium / High

English Proficiency - Medium / High Native/Fluent English/ Conversational Spanish is a plus

Job Role Overview

The Finance Manager is responsible for overseeing all financial operations, including budgeting, forecasting, reporting, and cash flow management. This individual ensures the company’s financial health is monitored, clearly reported, and aligned with strategic goals. They will also coordinate with HR as needed to support payroll, compensation structure, and contractor/vendor payments.

Recommended Training

Job Role Tasks

Financial Reporting & Analysis

• Prepare and maintain accurate monthly reports including P&L statements, balance sheets, and cash flow summaries.
• Create dashboards and tools for department heads and leadership to monitor financial performance.
• Analyze financial trends and provide recommendations to the CEO for budgeting and investment decisions.

Accounts Receivable / Accounts Payable

• Oversee invoicing processes to ensure accurate and timely billing to clients.
• Track and manage accounts receivable, follow up on collections, and flag risks.
• Process and reconcile accounts payable to ensure vendor payments are timely and accurate.

Budgeting & Forecasting

• Lead the creation of annual and quarterly budgets in collaboration with leadership.
• Provide financial modeling to project growth, profitability, and cash runway (cash in reserves).
• Assist in developing departmental budgets and monitoring performance to plan.

Tax & Compliance

• Coordinate with the external accountant/bookkeeper for tax prep, 1099 issuance, and payroll compliance.
• Maintain records for audits and ensure financial compliance with applicable laws and regulations.

HR Support & Compensation Oversight

• Partner with CEO or HR team on compensation structures for team members (domestic and international).
• Track bonuses, commissions, and compensation plans tied to KPIs or performance.
• Ensure all finance-related aspects of hiring and offboarding are properly managed.

Key Performance Indicators

1. Cash Flow Accuracy & Forecast Accuracy
2. On-Time Invoicing and Collections Rate
3. Budget Variance (% Over or Under Budget Monthly/Quarterly)

Disc Profile - High C/S

English Proficiency - Medium / High

English Proficiency - Medium / High Native/Fluent English/ Conversational Spanish is a plus