Virtual Estimator

MesaPhoenix, AZ
Remote

About The Position

The Virtual Surveyor is responsible for conducting scheduled virtual surveys with a strong focus on accuracy, quality, and customer experience. This role plays a critical part in ensuring precise estimates while delivering a professional and seamless experience for customers.

Requirements

  • Strong communication and interpersonal skills
  • High attention to detail and accuracy
  • Reliable, organized, and able to manage scheduled appointments
  • Professional presence and customer-focused mindset
  • Comfortable using technology and CRM systems (Converge, HubSpot preferred)
  • Ability to work independently and stay accountable

Nice To Haves

  • Success in This Role Looks Like: Accurate, complete, and timely virtual surveys
  • Positive customer experience and feedback
  • Clear, consistent documentation in systems
  • Strong communication and follow-through

Responsibilities

  • Perform virtual surveys as scheduled, ensuring accuracy and completeness
  • Deliver a high level of customer service throughout each interaction
  • Communicate clearly and professionally with customers to gather all necessary information
  • Build trust and confidence through a polished and professional presence
  • Demonstrate empathy and responsiveness to customer needs
  • Maintain detailed and accurate records of all interactions
  • Document correspondence, notes, and survey details in Converge and HubSpot
  • Ensure all required information is captured to support accurate estimates and operations
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