Intake Coordinator

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Professionally and promptly answer inbound customer calls

• Establish trust and build rapport with prospective clients

• Collect customer information and accurately record details in company systems

• Assess incoming leads based on predefined criteria

• Arrange appointments and manage customer requests

• Address customer inquiries related to services, procedures, and next steps

• Maintain precise records within CRM and scheduling tools

• Follow up with customers as necessary to ensure a positive experience

• Assist with lead management and customer communication initiatives

• Collaborate with sales, operations, and administrative teams

• Provide support for overflow call volume and special projects as assigned

⛳️ Requirements

• Prior experience in customer service, inside sales, appointment setting, call center, administrative support, or similar customer-facing roles

• Exceptional verbal communication and phone skills

• Strong organizational and time management capabilities

• Ability to work independently in a remote setting

• Proficient in learning and using CRM (Roofr/Jobber/AccuLynx), scheduling, communication software, and VoIP phone systems (RingCentral)

• Professional, reliable, and customer-oriented attitude

• Keen attention to detail and follow-through

• Well-equipped home office in a quiet area

• Reliable high-speed internet connection

• Capability to participate in video meetings and effectively use company communication systems

• Preference will be given to candidates with roofing industry experience

• Experience in HVAC, solar, windows, siding, remodeling, construction, or other home-improvement sectors

• Familiarity with qualifying leads and scheduling appointments using a CRM

• Experience working in a remote contact center or call center environment

• Bilingual candidates (English/Spanish) are encouraged to apply

🏝️ Benefits

• Fully remote work environment

• Flexible part-time scheduling options

• Opportunities for growth within a rapidly expanding organization

• Professional development and training available

• Chance to contribute to the establishment of a new Contact Center from the ground up