[Hiring] Intake Specialist @WeAssist.io

Role Description

Our client is hiring an Intake Specialist to become the first point of contact for every new customer who reaches out—whether by phone, text, Facebook, Instagram, or the website. This hire will take full ownership of the intake process:

• Answering quickly
• Capturing every detail accurately in the CRM
• Handing qualified leads off to the team

Full written and video SOPs are already in place, so you'll have a clear playbook from day one. Once intake is running smoothly, there's room to grow into providing rough estimate ranges and scheduling in-person estimates.

If you're an upbeat, detail-oriented communicator who enjoys answering calls and messages, keeping data clean, and making every customer feel heard from the very first hello—this role could be a great fit for you.

Qualifications

• Strong Phone Communication: A clear, polite, engaging, and confident phone presence with customers.
• Intake Experience: Prior experience handling inbound calls and lead intake (admin, call center CSR, legal intake, or general intake roles all count).
• High Attention to Detail: Meticulous data entry so names, contact numbers, project specs, and notes are always recorded accurately.
• Prompt Written Communication: Able to craft polite, clear text messages and chat responses quickly.
• Multi-Channel Juggling: Comfortable managing calls, texts, social media messages, and CRM alerts at the same time.
• SOP-Driven & Self-Starting: Follows written and video SOPs closely and stays productive with minimal supervision.

Requirements

• CRM Experience: Familiarity with House Call Pro or a similar CRM is a plus (basic training provided).
• Construction Background (Bonus): Construction or concrete industry experience is a nice bonus, but not required.

Benefits

• 13th Month Bonus
• Permanent work-from-home / remote set-up
• Health insurance
• Dental insurance
• Mental health insurance
• Great starting salary
• Growth opportunity
• Performance-based raises
• Prizes and bonuses

Company Description

Our client is a family-owned concrete contractor that has spent more than 20 years serving Central Ohio and the surrounding communities. They handle the full range of residential concrete work—driveways, walkways, sidewalks, patios, slabs, and footers—along with stamped and decorative finishes designed to look like stone, brick, or wood.

• Family Values, Always: Every project and every teammate is treated with the same care the owners would want for their own family.
• Integrity & Transparency: Honest pricing and clear communication are how the whole team operates, inside and out.
• Customer-First Relationships: Building strong, lasting relationships and exceeding expectations is the top priority.
• Ideas Welcome: You're encouraged to suggest better ways of doing things rather than sticking rigidly to old processes.
• Valued & Appreciated: Team members are treated as a deeply integrated part of the company, and their work is recognized.