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Sales and Intake Coordinator
Outsource Access CareersSales and Intake Coordinator handling customer inquiries for roofing services. Managing scheduling and CRM to enhance service responses.
About the role
Key responsibilities & impact- Be the first point of contact for new inquiries responding within 60 seconds.
- Manage outbound calls and daily follow-up rounds converting leads into opportunities.
- Schedule appointments and manage the CRM to ensure no leads fall through the cracks.
- Provide vital data and maintain clear communication through CRM text monitoring.
Requirements
What you’ll need- 1-3 years of experience in customer service or sales support
- Natural ability to build rapport quickly over the phone
- Attention to detail for data integrity in CRM
- Ready to manage a non-traditional schedule
- Comfortable navigating CRM systems like JobNimbus
- High-speed internet connection and reliable workspace.
Benefits
Comp & perks- Health & Wellness — Covered: You get comprehensive HMO coverage with a top provider so you can focus on work without worrying about medical bills.
- Security for the “What Ifs”: Our Group Life Insurance benefit gives you added protection — because your future (and your family’s) deserves a safety net.
- Time to Recharge — Guilt-Free: We support your well-being with paid leave credits that allow you to rest, reset, and show up as your best self — at work and at home.
- Support You Can Count On: We take care of all government-mandated benefits, so everything is handled properly and on time.
- Performance Incentives: Bring results — and you’ll see it rewarded. Simple as that.
- Premium Pay: When you put in the time, we honor it. You receive Overtime Pay for extra miles and Night Differential for supporting the team during late hours.
- 13th Month Pay: A well-earned bonus to celebrate the results of your year’s effort.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRM managementdata integrity
Soft Skills
customer servicesales supportbuilding rapportattention to detailcommunication