Job Description

Company Description

SegPro Solutions is the leading Cost Segregation and Commercial Real Estate Tax Strategy Firm in UT, having transacted business across the USA. We have helped our clients save over $45,000,000 in taxes in the last year alone! SegPro is a growing, thriving business with a great culture and talented team of professionals. Come help us triple our business in 2026!

Position Summary

The Sales Assistant will support the sales team by preparing and tracking estimates, managing client follow-ups, and ensuring a high level of customer service. This role requires a proactive, organized professional who thrives in a fast-paced environment and can anticipate the needs of both clients and the sales team.

Key Responsibilities

• Prepare and format accurate cost estimates and proposals.
• Follow up with clients via phone, email, or CRM to ensure timely responses and conversions.
• Maintain and update sales tracking systems, spreadsheets, and client databases.
• Coordinate communication between sales, estimating, and project management teams.
• Assist with scheduling client meetings and service calls.
• Support marketing and sales initiatives such as email campaigns, client outreach, and proposal packages.
• Provide administrative support for contract preparation, client onboarding, and document control.
• Handle incoming client inquiries with professionalism and a service-oriented approach.

Desired Work Experience

• Administrative Assistant – experience supporting business operations, scheduling, or client communication.
• Mortgage Processor – or similar experience managing detailed files, verifying data, and ensuring compliance, which translates well to handling estimates and client documentation.
• Experience in  sales support, real estate, or construction industries preferred but not required.

Core Competencies

• Attention to Detail: Ensures estimates, client files, and data entries are accurate and complete.
• Excellent Follow-Up: Tracks client responses, outstanding documents, and next steps consistently.
• Anticipates Needs: Proactively identifies what the sales team or client may need next.
• Organized & Efficient: Manages multiple priorities while maintaining clear communication and structure.
• Service-Oriented: Demonstrates a genuine interest in client satisfaction and relationship building.
• Tech Savvy: Comfortable with CRM systems, Excel, and digital communication tools.

Educational Background

• Bachelor’s Degree in Business, Communications, or related field preferred.
• Equivalent experience considered.

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