Customer Intake Associate; Remote Customer Service

Career Opportunities with Homeworks Energy

A great place to work.

Current job opportunities are posted here as they become available.

Customer Intake Associate (Remote Customer Service)

Compensation: $19 per hour eligible for overtime

While this position is 100% remote, our company is currently registered as an employer only in specific states. To comply with state tax laws, payroll regulations, and employment standards, we can only consider applicants who currently live in and are authorized to work in: MA, AZ, CA, CO, CT, FL, GA, ME, MO, NE, NV, NH, NJ, NM, NY, NC, OH, PA, RI, SC, TN, TX, VT

Position Summary

Home Works Energy is seeking a dependable, customer-focused, and technology-savvy Customer Intake Associate (CIA) to join our Internal Operations team.

This is a fast-paced, high-volume customer service and sales position combining inbound and outbound calls, customer intake and qualification, appointment scheduling, lead outreach, approvals support, admin work, and special projects.

Customer calls are a primary responsibility, but this is not a calls-only position. CIAs are expected to remain productive throughout the workday by transitioning between customer calls and assigned operational work based on business needs.

Successful candidates are strong communicators who are comfortable with technology, enjoy helping customers, work well independently, and can manage multiple priorities in a structured, performance-driven remote environment.

What You’ll Do

• Handle high-volume inbound customer calls and provide professional, accurate, and efficient service
• Make outbound calls to leads, referrals, prospective customers, and customers requiring follow-up
• Educate customers about Home Works Energy programs, eligibility requirements, services, and next steps
• Perform calls to collect and verify customer, property, utility, and other required information
• Assist qualified customers with scheduling, confirming, canceling, and rescheduling energy assessment appointments
• Complete assigned customer intake, qualification, and approvals-related work
• Follow up with customers to obtain missing information or documentation
• Work assigned leads and outreach campaigns to help convert interested customers into scheduled appointments
• Resolve routine customer questions and concerns and appropriately escalates complex issues
• Accurately document customer interactions, outreach attempts, appointments, and outcomes in Salesforce and other systems
• Follow established procedures, workflows, scripts, and program requirements
• Participate in training, coaching, quality reviews, and virtual team meetings

Between-Call Responsibilities

When not actively assisting customers, CIAs are expected to remain engaged in assigned productive work, which may include:

• Lead and referral outreach
• Customer callbacks and follow-up
• Intake and approvals queues
• Appointment scheduling, rescheduling, confirmations, and cancellation recovery
• CRM updates and documentation
• Wait-list, backlog, or other customer outreach initiatives
• Data cleanup, process improvement, and special projects

Employees must be able to independently transition between inbound calls, outbound calls, administrative work, and other assigned responsibilities throughout the workday.

Qualifications

Required

• High school diploma or equivalent
• 2+ years of previous experience in a high-volume customer service, call center, inside sales, scheduling, intake, or similar environment
• Strong computer skills with the ability to efficiently navigate multiple systems and applications simultaneously
• Ability to accurately enter information and document customer interactions while speaking with customers
• Excellent verbal, written, and active-listening skills
• Strong…