Bilingual Customer Service & Lead Pipeline Coordinator (Hybrid)

Innova Solutions Inc; Tempe (AZ); Hybrid; USD 28,000 - 36,000; Full time

Benefits offered by this job

Medical & pharmacy coverage

Dental/vision insurance

401(k)

HSA and FSA

Life Insurance

Pet Insurance

Disability insurance

Legal & ID protection

Paid time off & leaves

Employee Assistance Program (EAP)

Job summary

Innova Solutions currently seeks a Customer Service Specialist for a 3-month contract with potential extension. Role located in Tempe, AZ and Irving, TX with hybrid schedule (3 days onsite, 2 days remote).

You will contact customers, manage referrals, and support underwriting/contract validation while using CRM and Excel to track pipelines and notes. The ideal candidate has sales/customer service experience, solid CRM skills, and the ability to coordinate appointments and cross-functionally

Qualifications

• Experience in sales and customer service.
• Stable employment history with a proven track record.
• Experience managing customer pipelines and leads.
• Experience with outbound customer calls.
• CRM management experience.
• Appointment scheduling and coordination.
• Documentation and note-taking skills.
• Referral tracking and status reporting.
• Process and workflow management.
• Cross-functional collaboration.
• Experience supporting underwriting or contract validation activities.
• Proficiency in Microsoft Excel.
• Nice to have bilingual Spanish language skills.

Responsibilities

• Contact customers to confirm business needs and qualification.
• Receive referrals from lead assigners as part of normal business volume.
• Handle inbound calls while managing referrals during the pilot program.
• Track all customer contact attempts.
• Schedule appointments and calls with pilot sales agents.
• Maintain accurate and detailed referral notes.
• Ensure good pipeline management and record keeping.
• Provide information and support to customers and internal personnel.
• Manage customer pipelines and lead tracking activities.
• Handle outbound calls to customers to confirm business needs.
• Route confirmed leads to dedicated sales consultants.
• Prioritize Spanish-speaking customers through bilingual customer service agents when required.

Skills

Sales & customer service

CRM management

Lead qualification

Outbound calls

Appointment scheduling

Pipeline management

Note-taking

Documentation

Bilingual Spanish

Excel

Microsoft Excel

Tools

CRM system

Microsoft Excel

Job description

Innova Solutions currently seeks a Customer Service Specialist for a 3-month contract with potential extension. Role located in Tempe, AZ and Irving, TX with hybrid schedule (3 days onsite, 2 days remote).

You will contact customers, manage referrals, and support underwriting/contract validation while using CRM and Excel to track pipelines and notes. The ideal candidate has sales/customer service experience, solid CRM skills, and the ability to coordinate appointments and cross-functionally