Intake Specialist – MLT
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Job Description
Remote Intake Specialist capturing and qualifying customer leads for a Central Ohio residential concrete contractor. Managing calls, messages, CRM records, and handoffs to estimators.
Responsibilities:
- Answer incoming calls through the LinkedPhone app
- Handle typically fewer than 10 calls per day
- Capture caller names, phone numbers, emails, project locations, and project details
- Text prospects, answer basic questions, and receive job-site photos using LinkedPhone SMS
- Monitor voicemails and call recordings and promptly follow up on missed calls
- Manage Facebook and Instagram messages through Meta Business Suite
- Monitor website form submissions in House Call Pro and convert them into estimate files
- Enter social media lead details into House Call Pro
- Respond to new messages and leads within the first 15 minutes during business hours
- Follow escalation workflows so no lead goes unanswered
- Review and update after-hours AI intake logs every Monday or next business day
- Qualify leads using SOPs covering travel distance, service area, and travel fees
- Politely decline requests for services the company does not offer
- Log all lead information accurately in House Call Pro
- Notify the team in Slack when leads are entered and confirm House Call Pro notifications
- Grow into preparing rough project estimates and providing budget ranges
- Schedule in-person estimate appointments for the field team
- Clean, organize, and audit CRM records and system data
- Update SOP documentation and complete administrative micro-tasks
Requirements:
- Strong phone communication with a clear, polite, engaging, and confident phone presence
- Prior experience handling inbound calls and lead intake
- High attention to detail and accurate data entry
- Prompt written communication skills
- Ability to manage calls, texts, social media messages, and CRM alerts simultaneously
- Ability to follow written and video SOPs and work productively with minimal supervision
- CRM experience, preferably House Call Pro or a similar CRM
- Construction or concrete industry experience is a bonus but not required
- Business-casual attire for meetings
- Professional setup with clean background, good camera, good microphone, and strong Wi-Fi
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
- Training provided for House Call Pro
- Real growth path into expanded responsibilities and financial growth
- Written and video SOPs for onboarding and role development
- High-trust environment with independence and no micromanagement
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