Respond to customer inquiries via phone, email, and messaging platforms
Provide clear and professional responses regarding services, pricing, and scheduling
Assist customers in booking appointments or consultations
Follow provided scripts to qualify potential customers
Collect required information and ensure correct lead qualification
Route qualified prospects to sales teams
Schedule and coordinate appointments efficiently
Manage calendars and appointment logistics
Communicate schedules with both customers and sales teams
Provide administrative assistance to sales representatives
Follow up internally to ensure appointments and sales tasks are completed
Monitor pending tasks assigned to sales staff
Send reminders and follow up on overdue actions
Support teams in maintaining accountability and deadlines
Track daily operational activities and team follow-ups
Assist in logistics coordination and operational planning
Help ensure smooth execution of field operations and appointments
Contact closed clients to request reviews and feedback
Provide instructions for leaving reviews on platforms
Follow up when necessary to increase review completion
Assist with QuickBooks Online and operational data entry tasks
Maintain accurate records across systems

Requirements

Previous experience in customer service, administrative support, or office coordination roles
Strong written and verbal communication skills in English
Strong organizational and multitasking abilities
Experience working with CRM systems
Familiarity with VoIP communication platforms (RingCentral or similar preferred)
Spreadsheet and data-entry experience
Familiarity with marketing tools such as Canva is a plus
Ability to work independently and within distributed teams
Basic financial data-entry familiarity is preferred

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

customer serviceadministrative supportoffice coordinationCRM systemsdata entryfinancial data entryschedulingappointment logisticsmultitaskingoperational planning

Soft Skills

written communicationverbal communicationorganizational abilitiesindependenceteam collaborationaccountabilityattention to detailcustomer follow-upprofessionalismtime management