[Hiring] Client Intake Coordinator @Somewhere

Role Description

The Client Intake Coordinator will be the first point of contact for many customers and leads. This person will be responsible for:

• Answering calls
• Responding to inquiries
• Booking appointments
• Following up with leads
• Updating the CRM
• Ensuring no customer or opportunity is left without a response

This role is ideal for someone who is:

• Highly organized
• Detail-oriented
• Professional on the phone
• Customer-focused
• Comfortable managing multiple customer conversations at the same time
• Able to work independently and take ownership of follow-ups

The right candidate will help create a positive first impression, support the sales and production teams, and keep customer information accurate and organized.

Qualifications

• Excellent written and spoken English
• Neutral, clear, and professional phone voice
• Strong customer service skills
• Stable high-speed internet connection
• Quiet work environment
• Reliable computer and headset
• Strong attention to detail
• Ability to multitask and stay organized
• Comfortable learning new software and systems
• Ability to work independently and take ownership of responsibilities
• Reliable, punctual, and consistent

Requirements

• Experience with any of the following is considered a plus:
• CRM software
• Call center support
• Appointment scheduling
• Customer service
• Sales support
• Roofing, construction, home services, trades, or similar industries
• GoHighLevel
• HubSpot
• Jobber
• ServiceTitan
• Roofer CRM or similar platforms

Benefits

• Competitive compensation based on experience and qualifications
• Performance bonuses may be available based on:
• Lead response times
• Appointment booking rates
• CRM accuracy
• Overall performance
• Full-time remote position
• Long-term opportunity with a growing Canadian company
• Opportunity to grow with a team that values integrity, professionalism, and customer care