Branch Operations Lead: Dispatch, CRM & Customer Experience

Meritrestorations; Dallas (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health Care Plan

Retirement Plan

Life Insurance

Paid Time Off

Short Term & Long Term Disability

Training & Development

Company cell phone and laptop

Job summary

Merit is seeking a Branch Operations Coordinator to act as the operational backbone of a busy service branch. You will own the customer experience, dispatch, project administration, and general office operations to keep daily activities running smoothly across locations.

You report to the Branch Manager and support company standards for communication, documentation, and compliance. The role requires hands-on coordination of field and office teams to deliver consistent service.

Qualifications

• 2+ years in dispatch, office management, or administrative coordination (restoration, trade, or service preferred).
• Tech-friendly with experience in Albi, Sage, XactAnalysis, Adobe, and MS Office.
• Strong organization and multitasking under high call volume.
• Clear, professional communicator; customer-focused and team-oriented.

Responsibilities

• Answer incoming calls and emails professionally; respond to inquiries.
• Schedule and dispatch technicians for emergency service calls and coordinate site inspections.
• Maintain CRM data integrity and lead tracking; support reporting and documentation.
• Prepare weekly operational and KPI reports; update dashboards and metrics.
• Support licensing, insurance, and permitting as needed.

Skills

Dispatch coordination

Customer service

Administrative support

Communication

Team collaboration

Tools

Albi

Sage

XactAnalysis

Adobe

Microsoft Office

Job description

Merit is seeking a Branch Operations Coordinator to act as the operational backbone of a busy service branch. You will own the customer experience, dispatch, project administration, and general office operations to keep daily activities running smoothly across locations.

You report to the Branch Manager and support company standards for communication, documentation, and compliance. The role requires hands-on coordination of field and office teams to deliver consistent service.