Type: Full-Time
Experience Level: Entry to Early-Career
Industry: Real Estate / Financial Services (HOA Reserve Studies)
About Us
Building Reserves helps community associations and property owners protect their physical and financial well-being through long-term planning. We’re a mission-driven, lifestyle-focused company that values balance, clarity, and helping clients make smart financial decisions for their communities.
As we grow, we’re looking for a highly organized, detail-driven Renewal Sales & Operations Coordinator to support our expanding client base and internal operations. This is an excellent opportunity for someone early in their career who wants to grow into Office Management, HR, or Operations over time.
About the Role
The Renewal Sales & Operations Coordinator plays a key role in maintaining long-term client relationships and ensuring the smooth flow of our business operations. This role owns the renewal sales cycle, manages proposals and CRM data, supports accounting tasks, maintains compliance documentation, and helps keep our internal processes running smoothly.
You’ll work closely with our Sales, Production, Finance, and People Operations teams to ensure clients receive timely proposals and deliverables while supporting administrative and HR functions.
Primary Responsibilities (Renewals & Sales Operations)
- Manage the full renewal sales process for existing clients
- Prepare renewal proposals, contracts, pricing, and follow-up communications
- Maintain an accurate and up-to-date CRM/contact database
- Track renewal pipelines, timelines, and follow-through to close
- Book new and renewal sales into our system to transition accounts from Sales to Production
- Manage a queue of outgoing client reports
Operations & Administrative Support
- Oversee general office operations (ordering supplies, maintaining systems, scheduling as needed)
- Print and mail hard-copy reports upon request
- Support coordination between Sales, Production, and Accounting
- Help develop and maintain internal processes, checklists, and documentation
Accounting Support (AR/AP)
- Assist with Accounts Receivable (invoicing, payment tracking, client follow-up)
- Assist with Accounts Payable (processing bills, vendor coordination)
- Maintain organized financial records and support the Finance team as needed
People Operations & HR Support
- Support employee onboarding, forms, and compliance documentation
- Maintain employee records and assist with payroll coordination
- Help manage company benefits programs and annual renewals
- Assist with recruitment coordination and compensation package preparation
- Support compliance with workers’ comp, insurance requirements, and company policies
What You Bring
- 1–4 years of experience in sales support, operations, office administration, or HR/People Operations
- Strong organizational and multitasking skills
- Excellent written communication and attention to detail
- Comfort working in CRM systems or databases
- Ability to manage multiple deadlines with accuracy
- A proactive, solution-oriented work style
- Interest in growing into HR, Office Management, or Business Operations long-term
Preferred (Not Required)
- Experience with renewal sales, quoting, or proposal creation
- AR/AP or basic bookkeeping exposure
- HR coursework or experience with onboarding/benefits
- Experience in professional services, real estate, HOA, or related fields
Why Join Us
- Mission-driven company with a healthy, lifestyle-focused culture
- Growth path toward HR, Office Management, or Operations leadership
- Supportive and collaborative remote team
- Flexibility and autonomy
- Opportunity to make a meaningful impact on a small but high-performing organization
Working Conditions
- Professional office with easy parking. Typical office setting involving regular computer usage. Occasionally required to lift and transport packages weighing up to 30 pounds.
Building Reserves Benefits
- Health Insurance & 401K with company match
