Intake Coordinator
Allied Roofing Partners
- Houston, Texas, United States
- Houston, Texas, United States
Über
Key Responsibilities Customer Intake & Lead Management • Answer all incoming calls professionally and courteously • Follow the company-approved customer intake script and qualification questions • Gather and document all required homeowner information accurately • Determine the reason for the customer's inquiry and identify roofing-related needs • Ask qualifying questions to ensure the lead meets company service criteria • Enter all lead information into the CRM completely and accurately • Schedule appointments according to company lead distribution guidelines • Confirm appointment dates, times, and expectations with homeowners • Send appointment confirmations via phone, text, or email • Update and maintain all customer records and notes Scheduling & Coordination • Schedule appointments based on company lead assignment procedures • Coordinate schedules between homeowners and sales representatives • Monitor appointment availability and scheduling conflicts • Reschedule appointments when necessary and document all changes • Ensure all appointment updates are communicated promptly to the assigned representative and management team Administrative Support • Maintain organized digital and physical files • Process incoming and outgoing correspondence • Assist with customer follow-up communications • Support management with reporting and administrative tasks • Maintain accurate records of customer interactions and appointment outcomes • Monitor office supplies and administrative needs • Assist with collecting customer reviews and testimonials Customer Service • Provide a positive first impression of the company • Demonstrate professionalism, empathy, and urgency with every customer interaction • Resolve customer concerns or direct them to the appropriate team member • Maintain confidentiality of customer information • Deliver exceptional customer service that reflects company values Required Qualifications(Must Have) • Strong customer service and communication skills • Experience answering high-volume phones in a professional environment • Experience handling customer intake, scheduling, or lead qualification • Experience working within CRM systems such as Quickbase, AccuLynx, Salesforce, or similar platforms • Strong organizational skills and attention to detail • Ability to multitask and stay organized in a fast-paced office environment • Professional phone presence and positive attitude • Strong written and verbal communication skills • Dependable, coachable, and team-oriented Highly Preferred • Experience within roofing, construction, restoration, HVAC, plumbing, or other home service industries • Previous intake coordinator, dispatcher, scheduling, or customer service experience • Bilingual Spanish is a plus but not required Why Join M & M Roofing, Siding & Windows? • Team-oriented culture • Opportunities for growth and advancement • Training and support provided • Paid holiday, paid time off, and heatlh benefits. Pay is $20 to $23hr based on experience. • Opportunity to grow within operations, customer service, or office management
Sprachkenntnisse
- English
Hinweis für Nutzer
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