Client Intake & CRM Coordinator | Front Desk & Scheduling

Allied Roofing Partners; Santa Rosa (CA); On-site; USD 48,000 - 51,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Life Insurance

401(k)

Paid Time Off

Paid Holidays

Career advancement opportunities

Professional development

Job summary

Capstone Roofing is seeking an Intake Coordinator to shape the first impression for customers, vendors, and applicants. You will manage incoming calls, greet visitors, and input lead information into our CRM, ensuring a warm, professional experience both in person and online.

The role requires 2+ years of administrative experience and CRM proficiency. You will support scheduling inspections, processing payments, and coordinating meetings in a fast-paced environment.

Qualifications

• 2+ years of administrative experience required.
• 1+ years of industry experience with construction, roofing, or other similar trade.
• CRM experience required.

Responsibilities

• Greets clients, visitors, and guests; determines the purpose of each person’s visit and directs or escorts them to the appropriate location.
• Answers, screens, and directs phone calls to staff; takes messages and schedules appointments.
• Receives mail, documents, packages, and courier deliveries and delivers or distributes items.
• Performs administrative and clerical support tasks as needed.
• Will collect and input NEW LEAD information into our CRM.
• Follow up as needed with leads to getting new customers scheduled for estimates.
• Assists in scheduling inspections and/or estimates, as needed.
• Assists in the permitting process as needed.
• Assists in the coordination of job approvals, as needed.
• Assists in entering payments received via mail or received from the customer in the office into our CRM / bookkeeping system, as needed.
• Updates the CRM with detailed notes each time you interact with a client.
• Assists departments / managers, as needed, with scheduling & coordinating meetings, or other company events.

Skills

Customer service

Communication

Office productivity

Phone etiquette

Data confidentiality

Education

2+ years administrative experience

Tools

CRM

RingCentral

Excel

PowerPoint

Word

Outlook

Job description

Capstone Roofing is seeking an Intake Coordinator to shape the first impression for customers, vendors, and applicants. You will manage incoming calls, greet visitors, and input lead information into our CRM, ensuring a warm, professional experience both in person and online.

The role requires 2+ years of administrative experience and CRM proficiency. You will support scheduling inspections, processing payments, and coordinating meetings in a fast-paced environment.