Intake Coordinator
About The Position
Heritage Builders is a growing residential roofing company serving homeowners throughout the Northeast. As part of a national roofing platform, we are building a centralized Contact Center that will support Heritage Builders and provide customer support, lead intake, and appointment coordination for multiple locations. We are seeking motivated, customer-focused Intake Coordinators to join our growing team and help create an exceptional customer experience from the very first phone call. The Intake Coordinator serves as the first point of contact for prospective customers contacting Heritage Builders. This role is responsible for answering inbound calls, responding to customer inquiries, gathering information, qualifying opportunities, scheduling appointments, and ensuring every customer receives a professional and positive experience. This is an excellent opportunity for someone with experience in roofing, construction, home improvement, customer service, inside sales, appointment setting, or administrative support who enjoys building relationships and helping customers over the phone. The ideal candidate is confident speaking with homeowners, highly organized, self-motivated, and comfortable working independently in a remote environment.
Requirements
- Previous experience in customer service, inside sales, appointment setting, call center, administrative support, or similar customer-facing roles
- Excellent verbal communication and phone skills
- Strong organizational and time management abilities
- Ability to work independently in a remote environment
- Comfortable learning and utilizing CRM(Roofr/Jobber/Acculynx), scheduling, communication software, and VoIP Phone system(RingCentral)
- Professional, dependable, and customer-focused demeanor
- Strong attention to detail and follow-through
Nice To Haves
- Roofing industry experience would be given priority consideration
- Experience working for additional trades such as; HVAC, solar, windows, siding, remodeling, construction, or other home-improvement company
- Experience qualifying leads and scheduling appointments using a CRM
- Experience working in a remote contact center or call center environment
- Bilingual (English/Spanish) candidates are encouraged to apply
Responsibilities
- Answer inbound customer calls professionally and promptly
- Build rapport and establish trust with prospective customers
- Gather customer information and accurately document details within company systems
- Qualify incoming leads based on established criteria
- Schedule appointments and coordinate customer requests
- Respond to customer questions regarding services, processes, and next steps
- Maintain accurate records within CRM and scheduling systems
- Follow up with customers as needed to ensure a positive experience
- Support lead management and customer communication initiatives
- Collaborate with sales, operations, and administrative teams
- Assist with overflow call volume and special projects as assigned
Benefits
- Fully remote work environment
- Flexible part-time scheduling opportunities
- Growth opportunities within a rapidly expanding organization
- Professional development and training
- Opportunity to help build a new Contact Center from the ground up
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
