Intake Coordinator

Allied Roofing Partners • Santa Rosa, CA

4d • $35 - $37 • Onsite

About The Position

The Intake Coordinator plays a vital front-line role in shaping the first impression of Capstone Roofing. As the initial point of contact for potential customers, vendors, and job applicants, this individual must provide a warm, professional, and helpful experience in person, by phone, and online. This position is responsible for managing incoming calls, greeting office visitors, collecting and inputting lead information.

Requirements

• 2+ years of recent administrative experience required.
• 1+ years of industry experience with construction, roofing, or other similar trade.
• Must have CRM experience.
• Outstanding customer service skills.
• Proficiency in Microsoft Office Suite, including excel, PowerPoint, word, outlook and other basic software for customer and lead management.
• Excellent interpersonal, communication, organizational, and time-management skills.
• Comfortable navigating phone systems, answering phone calls, taking messages, and transferring calls.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to handle sensitive and confidential information with discretion.

Nice To Haves

• Experience with RingCentral phone system.

Responsibilities

• Greets clients, visitors, and guests; determines the purpose of each person’s visit and directs or escorts him or her to the appropriate location.
• Answers, screens, and directs phone calls to staff; takes messages and schedules appointments.
• Receives mail, documents, packages, and courier deliveries and delivers or distributes items.
• Performs administrative and clerical support tasks as needed.
• Collects and inputs NEW LEAD information into our CRM.
• Follows up as needed with leads to getting new customers scheduled for estimates.
• Assists in scheduling inspections and/or estimates, as needed.
• Assists in the permitting process as needed.
• Assists in the coordination of job approvals, as needed.
• Assists in entering payments received via mail or received from the customer in the office into our CRM / bookkeeping system, as needed.
• Updates the CRM with detailed notes each time you interact with a client.
• Assists departments / managers, as needed, with scheduling & coordinating meetings, or other company events.

Benefits

• Medical, Dental & Vision Insurance
• Life Insurance
• 401(k)
• Paid Time Off (PTO)
• Paid Holidays
• Career advancement opportunities
• Professional development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed