Intake Specialist
New
W
WeAssistConcrete construction
This is a remote position so you can have the freedom to work from anywhere, 8:00am to 4:00pm EST TimezoneFull-Time
SalaryFixed Rate $9,600 - $14,400/yr
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Job Details
- Required Skills
- Written communicationSlackData entryCRM
Requirements
- Have prior experience handling inbound calls and lead intake; admin, call center CSR, legal intake, or general intake experience counts.
- Communicate clearly, politely, engagingly, and confidently with customers by phone.
- Write clear, polite text messages and chat responses promptly.
- Record names, contact numbers, project specifications, and notes accurately.
- Manage calls, texts, social media messages, and CRM alerts at the same time.
- Follow written and video SOPs closely and work productively with minimal supervision.
- Be available for the full-time schedule of 8:00 a.m. to 4:00 p.m. EST.
- Have a professional remote-work setup, including a clean background, camera, microphone, and strong Wi-Fi.
- House Call Pro or similar CRM experience is preferred; training is provided.
- Construction or concrete industry experience is a bonus, not a requirement.
Responsibilities
- Answer incoming calls through LinkedPhone, capture customer and project details, and follow up on missed calls.
- Use LinkedPhone SMS to answer basic questions and receive job-site photos.
- Manage Facebook and Instagram messages through Meta Business Suite and monitor website form submissions.
- Enter social media and website leads into House Call Pro and convert website submissions into estimate files.
- Respond to new leads within 15 minutes during business hours and follow the escalation workflow.
- Review weekend after-hours AI intake logs and update lead entries in the CRM.
- Qualify leads using SOPs on travel distance, service area, and travel fees, and decline unsupported services.
- Notify the team in Slack when leads are entered and confirm House Call Pro notifications are sent.
- Prepare rough project estimates and schedule in-person estimate appointments after mastering intake.
- Audit CRM records, update SOP documentation, and support administrative tasks during quieter periods.
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