CRM Receptionist

Receptionist

Are you tech savvy, a problem solver, and do you enjoy brightening people's day over the phone? Foundation Software, a perennial top-workplace award winner in northeast Ohio, is seeking a Full-Time Receptionist to join our friendly and talented team. Enjoy our casual work environment, on-premises workout facilities, game room, free beverages and snacks, free financial planning services, comprehensive benefit package, and much, much more!

As our newest Receptionist, you will be the first voice and face of the company, answering and directing incoming calls and conducting a variety of administrative tasks. If you have experience using CRM software and thrive in a fast-paced, service-orientated environment, this is where you belong! No CRM experience, no problem – we can teach you all you need to know to become a stellar employee!

Hours for this position can vary, 8:00 - 5:00 PM, 9:00 AM - 6:00 PM or 10:00 AM - 7:00 PM, based on schedules and business needs.

• Receive a high volume of incoming calls from clients and vendors.
• Active phone time will be 80‑90%, drawing calls from the CRM cue.
• Route all telephone calls according to established protocols.
• Determine needs of clients and direct call to appropriate department/person.
• Create service‑request tickets for client users of our software.
• Administer all aspects of mail and shipping functions.
• Greet guests and visitors.
• Adhere to the company security and visitor policy.
• Various clerical duties as assigned.

• Ability to use a CRM and dual monitor system.
• Exceptional telephone skills including active listening, verbal communication, and empathy.
• Ability to multi-task between telephone and personal communication tasks.
• Competent with Microsoft Office Suite.
• Salesforce experience.
• Basic keyboard and 10‑key skills.
• Accounting/Payroll Software knowledge a plus.
• Genesys VOID knowledge, Teams experience.