Intake Coordinator
$41,600–$48,640 year
On-site · Houston, Texas, United States
Job Summary
Intake Coordinator role in Houston for M & M Roofing, Siding & Windows focuses on managing incoming customer calls, qualifying leads, scheduling appointments, and maintaining CRM records to ensure a professional customer experience from first contact through appointment. Onsite in the Houston office, responsibilities include following intake scripts, recording homeowner information, qualifying leads, entering data into CRM, coordinating with sales, and providing excellent customer service in a fast-paced office environment.
Required Qualifications
- Strong customer service and communication skills
- Experience answering high-volume phones in a professional environment
- Experience handling customer intake, scheduling, or lead qualification
- Experience working within CRM systems such as Quickbase, AccuLynx, Salesforce, or similar platforms
- Strong organizational skills and attention to detail
- Ability to multitask and stay organized in a fast-paced office environment
- Professional phone presence and positive attitude
- Strong written and verbal communication skills
- Dependable, coachable, and team-oriented
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