Intake Coordinator
Role Overview
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.
Full Job Posting
Qualifications
- Required
- · 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
- Preferred
- · 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
- What Makes Someone Successful in This Role?
- · You enjoy talking with people and building relationships.
- · You are naturally friendly, professional, and empathetic.
- · You can remain positive and productive during busy periods.
- · You are comfortable asking questions and guiding conversations.
- · You take ownership of customer experiences and follow through on commitments.
- · You are self-motivated and dependable without requiring constant supervision.
- 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
- If you enjoy helping customers, thrive on the phone, and want to be part of building something new and exciting, we encourage you to apply.
- This is a fully remote position. Candidates must have a professional home office setup in a quiet area, reliable high-speed internet, and the ability to participate in video meetings and utilize company communication systems effectively.
Preferred Qualifications
- Preferred
About Allied Roofing Partners
Residential roofing group investing in and supporting local and regional contractors across the United States.
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