Fedrick Harris Custom Homes
Fedrick Harris is the custom branch of Newmark Homes. Every home we build is unique, designed specifically for what is most important to you, based on your budget.
Contract & CRM Software Coordinator
JOB TITLE: Contract & CRM Software Coordinator
DEPARTMENT: Sales
REPORTS TO: Inside Sales Manager
FLSA STATUS: Exempt
SALARY: $72,500-$80,000 dependent upon experience
Schedule: Monday – Friday 8am – 5pm
EFFECTIVE DATE: 5/1/2026
The Contract & CRM Software Coordinator supports the review, processing, and tracking of sales contracts from execution through closing, ensuring accuracy, completeness, and timely handling. This role also assists with the administration of the CRM Software platform and maintains data integrity while coordinating with internal departments to support operations.
DUTIES AND RESPONSIBILITIES:
Contract Administration
• Review all sales contracts for accuracy, completeness, pricing, and required approvals.
• Process sales contracts, rewrites, and change orders documents in the designated systems.
• Validate pricing, lot premiums, options, and incentives, and coordinate lot releases and updates as needed.
• Support pricing updates and verify alignment with approved price sheets and premiums.
• Coordinate contract flow between Sales, Accounting, Design Center, Construction, Purchasing, and other internal departments.
• Communicate with Community Sales Managers regarding missing information, corrections, or required updates.
• Exports data from our CRM Software to our ERP, sends change orders to purchasing and runs budgets for expected profit reports.
• Post change orders to AppWright and contract documents to Sharepoint.
• Track loan status from application through closing, ensuring milestones and deadlines are met.
• Track contingencies from listing agreements to contingency removal.
• Maintain contract files, logs, and tracking reports to ensure document control and audit readiness.
• Generate and support proformas, pricing comparisons, and basic margin analysis related to home sales and projections.
• Assist with pre-plan packages and weekly contract status reporting.
• Compile and distribute weekly reports.
• Identify process improvements to increase efficiency and reduce contract errors.
• Perform other related duties as assigned by management.
CRM Software Administration
• Administer and configure CRM Software (users, profiles, permissions, and page layouts).
• Manage system validation rules and upgrades.
• Maintain and update contract related data in CRM Software, ensuring accuracy and consistency through careful review and organization.
• Support Sales team with data integrity, reporting, and pipeline visibility within CRM Software.
• Identify data gaps or process inefficiencies and recommend improvements to system usage and workflows.
• Conduct and participate in CRM Software training and contribute to process improvements.
• Manage system validation rules and upgrades.
• Maintain and update contract related data in CRM Software, ensuring accuracy and consistency through careful review and organization.
• Support Sales team with data integrity, reporting, and pipeline visibility within CRM Software.
• Identify data gaps or process inefficiencies and recommend improvements to system usage and workflows.
• Conduct and participate in CRM Software training and contribute to process improvements.
SUPERVISORY RESPONSIBILITIES
• This job has no supervisory responsibilities.
QUALIFICATIONS:
• Associate's Degree (AA) or equivalent from a two-year college or technical school, or two years related experience and/or training, or equivalent combination of education and experience.
• Minimum 2 years experience supporting CRM Software administration, including user setup, data maintenance, and reporting.
• Computer skills required: CRM Software, Microsoft Office Suite, AppWright, HAR.
• Required to attend and participate in Continued Education Training as scheduled by management.
• Outstanding interpersonal, communication, organizational skills.
• Professional demeanor, possess strong work ethic, and exceptional listening skills.
COMPETENCIES:
• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
• Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
• Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
• Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
• Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
• Frequently required to stand.
• Frequently required to walk.
• Occasionally required to sit.
• Occasionally required to balance, bend, stoop, kneel.
• Frequently required to talk or hear.
• Occasionally exposure to outside weather conditions.
• While performing the duties of this job, the noise level in the work environment is usually quiet.
• The employee must occasionally lift and/or move more than 5 pounds / frequently lift and/or move up to 5 pounds / continually lift and/or move up to 5 pounds.
• Frequently required to drive off-site to grant access to homes within the community; having a prospect or realtor follow in their own vehicle.
• Frequently required to walk.
• Occasionally required to sit.
• Occasionally required to balance, bend, stoop, kneel.
• Frequently required to talk or hear.
• Occasionally exposure to outside weather conditions.
• While performing the duties of this job, the noise level in the work environment is usually quiet.
• The employee must occasionally lift and/or move more than 5 pounds / frequently lift and/or move up to 5 pounds / continually lift and/or move up to 5 pounds.
• Frequently required to drive off-site to grant access to homes within the community; having a prospect or realtor follow in their own vehicle.
The above is intended to describe the general content of and requirements for the performance of this
job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical
requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical
requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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