Intake Specialist – MLT

About the Role

This productivity-focused organization assists businesses in reclaiming time by delegating critical, high-volume operations to professional virtual assistants. The team excels at boosting operational output for entrepreneurs by handling research, inbox upkeep, data entry, and lead generation. As an Intake Specialist, you will act as a key point of contact for client communications, guaranteeing that potential leads get timely, high-quality assistance. This remote role is perfect for those who excel in collaborative settings and want to aid business growth through skilled administrative support and effective lead conversion. You will work within a culture that emphasizes trust, autonomy, and independence, allowing you to execute tasks without being micromanaged.

Requirements

• Demonstrate excellent phone communication skills with a confident, polite, and clear demeanor, supported by past experience in lead intake and inbound calling.
• Maintain high levels of precision to ensure accurate data entry and organizational quality.
• Exhibit the ability to simultaneously oversee various communication streams, such as social media messaging, text, and voice calls.
• Display proficiency in executing instructions from video and written standard operating procedures.
• Possess prior CRM experience, with preference given to those familiar with House Call Pro.
• Maintain a professional home office setup, including a dependable internet connection, a high-quality microphone, a camera, and technical literacy.
• Have prior exposure to the concrete or construction sectors, which is viewed as a beneficial asset.

Responsibilities

• Handle incoming correspondence, including answering telephone calls, checking voicemails, and replying to messages on Instagram, Facebook, and LinkedPhone.
• Qualify potential clients based on specific requirements like service territory and travel range, while professionally turning away requests for unavailable services.
• Maintain precise lead records in House Call Pro and convert form inquiries into official estimate documents.
• Provide rapid follow-ups to requests, striving for a fifteen-minute response time during work hours, and adhere to escalation procedures to ensure all leads are addressed.
• Coordinate estimate appointments, perform data audits, and eventually evolve to handle project estimates and budget ranges.
• Use Slack to update the team on new submissions and perform smaller administrative duties to support operational continuity.

Benefits & Perks

• Receive a competitive base salary, a thirteenth-month bonus, and periodic raises linked to performance.
• Work in a completely remote, permanent role that features full mental health, dental, and medical insurance.
• Access structured professional development, including established standard operating procedures and a clear trajectory for career and salary advancement.
• Experience a rewarding work culture characterized by independence, supplemented by various bonuses and prizes.