Intake Coordinator

The Intake Coordinator plays a vital front-line role in shaping the first impression of Capstone Roofing(). As the initial point of contact for potential customers, vendors, and job applicants, this individual must provide a warm, professional, and helpful experience in person, by phone, and online. This position is responsible for managing incoming calls, greeting office visitors, collecting and inputting lead information.

• Greets clients, visitors, and guests; determines the purpose of each person’s visit and directs or escorts him or her to the appropriate location.

• Answers, screens, and directs phone calls to staff; takes messages and schedules appointments.

• Receives mail, documents, packages, and courier deliveries and delivers or distributes items.

• Performs administrative and clerical support tasks as needed.

• Will collect and input NEW LEAD information into our CRM.

• Follow up as needed with leads to getting new customers scheduled for estimates.

• Assists in scheduling inspections and/or estimates, as needed.

• Assists in the permitting process as needed.

• Assists in the coordination of job approvals, as needed.

• Assists in entering payments received via mail or received from the customer in the office into our CRM / bookkeeping system, as needed.

• Updates the CRM with detailed notes each time you interact with a client.

• Assists departments / managers, as needed, with scheduling & coordinating meetings, or other company events.

• 2+ years of recent administrative experience required.

• 1+ years of industry experience with construction, roofing, or other similar trade.

• Must have CRM experience.

• Outstanding customer service skills.

• Proficiency in Microsoft Office Suite, including excel, PowerPoint, word, outlook and other basic software for customer and lead management.

• Excellent interpersonal, communication, organizational, and time-management skills.

• Comfortable navigating phone systems, answering phone calls, taking messages, and transferring calls. Ability to manage multiple priorities in a fast-paced environment. (we use Ring Central)

• Ability to handle sensitive and confidential information with discretion.

• Ability to work flexible hours when necessary to support business needs.

• Sitting and Standing:
  Ability to sit for extended periods at a desk and occasionally stand or walk to access different areas of the office.

• Keyboard and Mouse Usage:
  Frequent use of a computer keyboard and mouse for data entry and document creation.

• Light Lifting:
  Occasional lifting and carrying light items such as files, papers, or small office supplies.

• Reaching:
  Ability to reach for items on desks or shelves.

• Vision:
  Good close vision to view computer screens clearly.

• Fine Motor
  
  Skills:
  
  Dexterity in hands and fingers for operating office equipment.

• $35.00- $37.00 Hourly based on experience

• Full-Time position

• Medical, Dental & Vision Insurance

• Life Insurance

• 401(k)

• Paid Time Off (PTO)

• Paid Holidays

• Career advancement opportunities

• Professional development