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Intake Coordinator
Allied Roofing Partners. Answer inbound customer calls professionally and promptly .
Posted 9/24/2026part-timeRemote • New Jersey • United StatesMid-LevelSenior💰 $24 - $28 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with a focus on lead qualification, appointment scheduling, and effective communication. Proficient in utilizing CRM systems and managing customer interactions in a remote environment.
Highest-signal resume keywords
Customer Service ExperienceLead QualificationCRM ProficiencyAppointment SchedulingBilingual (English/Spanish)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lead QualificationAppointment SchedulingCRM ProficiencyCustomer DocumentationCall Center Experience
Soft Skills
Verbal CommunicationOrganizational SkillsTime ManagementAttention to DetailCustomer-Focused Demeanor
Tools & Technologies
CRM (Roofr/Jobber/AccuLynx)Scheduling SoftwareCommunication SoftwareVoIP Phone System (RingCentral)
Industry Keywords
Roofing Industry ExperienceHVAC ExperienceSolar ExperienceHome-Improvement ExperienceConstruction Experience
Tech Stack
Tools & technologiesVoIP
About the role
Key responsibilities & impact- Answer inbound customer calls professionally and promptly
- Build rapport and establish trust with prospective customers
- Gather customer information and accurately document details within company systems
- Qualify incoming leads based on established criteria
- Schedule appointments and coordinate customer requests
- Respond to customer questions regarding services, processes, and next steps
- Maintain accurate records within CRM and scheduling systems
- Follow up with customers as needed to ensure a positive experience
- Support lead management and customer communication initiatives
- Collaborate with sales, operations, and administrative teams
- Assist with overflow call volume and special projects as assigned
Requirements
What you’ll need- Previous experience in customer service, inside sales, appointment setting, call center, administrative support, or similar customer-facing roles
- Excellent verbal communication and phone skills
- Strong organizational and time management abilities
- Ability to work independently in a remote environment
- Comfortable learning and utilizing CRM (Roofr/Jobber/AccuLynx), scheduling, communication software, and VoIP phone system (RingCentral)
- Professional, dependable, and customer-focused demeanor
- Strong attention to detail and follow-through
- Professional home office setup in a quiet area
- Reliable high-speed internet
- Ability to participate in video meetings and utilize company communication systems effectively
- Roofing industry experience would be given priority consideration
- Experience in HVAC, solar, windows, siding, remodeling, construction, or other home-improvement companies
- Experience qualifying leads and scheduling appointments using a CRM
- Experience working in a remote contact center or call center environment
- Bilingual (English/Spanish) candidates are encouraged to apply
Benefits
Comp & perks- Fully remote work environment
- Flexible part-time scheduling opportunities
- Growth opportunities within a rapidly expanding organization
- Professional development and training
- Opportunity to help build a new Contact Center from the ground up