Intake Coordinator

• 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