Client Success Coordinator

Reese Roofing and Construction•Brandon, FL

About The Position

Reese Roofing & Construction is a veteran-owned, family-operated company serving the greater Tampa Bay area. We specialize in roof replacements, repairs, siding, and gutters, providing exceptional service with integrity and professionalism. As we continue to grow, we’re expanding our client success team to ensure every customer enjoys a smooth, responsive, and high-quality experience from start to finish. The Client Success Coordinator (CSC) serves as the bridge between homeowners, the sales team, and production crews. You’ll play a vital role in managing leads, scheduling appointments, coordinating projects, and maintaining communication throughout the customer journey. This position is perfect for someone who’s organized, people-oriented, and thrives in a fast-paced, team-driven environment.

Requirements

High school diploma or equivalent (Associate’s or Bachelor’s preferred).
1+ year of experience in customer service, call center work, dispatching, administrative support, or a similar role.
Strong phone communication skills — comfortable making outbound calls, answering inbound calls, and maintaining professionalism with all client interactions.
Reliable computer proficiency, including navigating CRMs, email, calendars, and multiple browser tabs.
Ability to type 45+ WPM with strong accuracy.
Must be authorized to work in the USA.
Experience using or willingness to learn: Proline CRM (lead management, call/text systems, pipeline tracking)
Google Workspace (Drive, Docs, Sheets, Gmail, Calendar)
Phone dialer tools (Proline’s AI call system + outbound manual dialing)
Basic data entry, note-taking, and follow-up tracking
Ability to manage: Lead imports from multiple sources (Meta, Google, Angi, Networx, Website, AI chat, etc.)
Daily task lists, reminders, and pipeline updates
Customer follow-ups using scripts and templates
Excellent verbal and written communication skills.
Ability to build rapport quickly and represent the Reese Roofing brand with professionalism.
Calm, confident demeanor when speaking with customers about roof issues, estimates, scheduling, and concerns.
Ability to handle objections, answer basic roofing questions, and route technical questions to the right team member.
Strong emotional intelligence and patience.
Strong multitasking abilities — switching between calls, CRM updates, lead notes, and schedule changes.
Ability to prioritize speed-to-lead (calling all new leads within minutes).
Detail-oriented when entering customer information, notes, and appointment details.
Follow standard operating procedures (SOPs) consistently.
Ability to work independently with minimal supervision.
Punctual and dependable — consistent attendance is required.
Strong work ethic and accountability.
Comfortable working in a fast-paced environment with shifting priorities.
Professional, positive attitude — team-first mindset.
Willingness to learn roofing terminology, materials, scheduling processes, and inspection workflows.
Empathetic listening
Problem-solving
Adaptability
Results-driven mindset
High integrity and honesty
Coachable and open to feedback

Responsibilities

Calling leads immediately
Qualifying customers
Scheduling appointments
Updating the CRM
Managing follow-up tasks
Supporting the sales team
Representing the Reese brand with professionalism

Benefits

Competitive hourly pay or salary depending on experience
Performance-based bonuses or incentives
Opportunities for advancement into senior CSC, dispatch, or operations roles
Paid training and ongoing skill development
Direct deposit weekly
Paid time off (PTO) after probationary period
Paid holidays (company-recognized)
Stable, consistent schedule with work-life balance in mind
Opportunities for hybrid work depending on performance and company needs
Full onboarding and training on all systems (Proline CRM, dialer tools, roofing basics)
Continuous coaching to improve communication, scheduling, and customer service skills
Clear advancement path within the company
Career growth opportunities in Sales, Operations, or Management
Work with a veteran-owned, family-operated, and locally supported roofing company
Supportive team environment built around collaboration and accountability
Modern tools and software to make work easier (AI calling, Proline CRM, automation)
Recognition for milestones, high performance, and outstanding customer service
Fast-growing company with long-term stability
Company events, team lunches, and community involvement opportunities
Play a key part in helping homeowners protect their biggest investment
Be the first point of contact for families needing roofing solutions
Join a company focused on customer care, craftsmanship, and service excellence