Client Services & CRM Coordinator

Apple Roofing; Plano (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive pay and benefits

Positive team-oriented culture

Opportunities for growth

Job summary

A Texas-based roofing company is seeking a detail-oriented Receptionist in Plano, TX. The ideal candidate will manage customer interactions and support sales and marketing efforts with strong CRM expertise. Responsibilities include answering phones, managing customer data, and coordinating communications. Prior CRM experience and excellent organizational skills are essential in this mid-senior level role, offering competitive pay and benefits.

Qualifications

• 3+ years of CRM experience, HubSpot preferred.
• Reception or administrative experience in customer-facing role.
• Highly organized with attention to detail.

Responsibilities

• Serve as the first point of contact for customers.
• Manage and update customer information in CRM systems.
• Support marketing and sales team with lead intake.

Skills

CRM expertise

Strong phone and communication skills

Organizational skills

Customer support experience

Tools

HubSpot

Salesforce

Zoho

Job description

Apple Roofing is looking for a detail-oriented Receptionist with CRM expertise to join our team in Plano, TX. This is not your typical front desk role—we're looking for someone who can manage daily customer interactions and leverage technology to support sales and marketing. If you're great on the phone, organized, and skilled with tools like HubSpot (or other CRMs), this role is for you.

Responsibilities

• Serve as the first point of contact for customers—answer phones, greet visitors, and provide outstanding service
• Manage and update customer information in HubSpot or other CRM systems with accuracy and efficiency
• Support the marketing and sales team with lead intake, tracking, and follow-ups
• Assist with reporting and dashboards to help leadership track performance
• Coordinate communication between customers, sales reps, and project managers
• Jump in to support customer service inquiries and resolve issues quickly
• Contribute to marketing tasks such as campaign support, email follow-ups, or event coordination

Qualifications

• 3+ years of CRM experience (HubSpot strongly preferred; Salesforce, Zoho, etc. acceptable)
• Reception or administrative experience in a customer-facing role
• Strong phone and communication skills—warm, professional, and solution-oriented
• Some experience in customer support or inside sales
• Highly organized with attention to detail
• Comfortable creating basic reports or pulling CRM insights
• Bonus: Experience in construction, roofing, or home services industry

Benefits

• Be part of a company that lives its core values: People First, Build Trust, Make It Easy
• Opportunity to grow—this role connects front-line service, sales, and marketing
• Competitive pay and benefits package
• A positive, team-oriented culture with real career pathways

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Administrative

Industries

• IT Services and IT Consulting