Proactive Scheduling Coordinator

CampusPoint; Portland (OR); On-site; USD 33,000 - 36,000; Full time

Job summary

CampusPoint in Portland, Oregon is seeking a Customer Service Representative (CSR) to be the first contact for customers and to build an efficient scheduling pipeline. You will handle inbound and outbound outreach by phone, email, and chat to identify needs, confirm service requirements, and prepare work orders for scheduling.

This role supports a proactive scheduling model, maintains ongoing customer contact, and helps balance workload to ensure timely dispatch and high customer satisfaction.

Qualifications

• 2 years of experience in customer service, scheduling, or administrative support.
• Exceptional verbal and written communication skills.
• Experience in a service, construction, or dispatch-driven environment (preferred).
• Customer-focused mindset with excellent problem-solving abilities.
• Proficient in MS Office, CRM, and scheduling tools (Asana, Salesforce, Building Reports, Inspect Point).
• Detail-oriented with the ability to manage multiple priorities in a fast-paced environment.
• Collaborative team player with initiative and accountability.
• Demonstrates ownership of pipeline creation and follow-up consistency.

Responsibilities

• Proactively generate and manage the service pipeline by contacting customers due for inspections, renewals, or follow-up services.
• Qualify and prepare work orders with all necessary details before passing to scheduling.
• Manage inbound and outbound communications via phone, email, and chat to schedule or confirm service appointments.
• Re-engage customers to schedule repeat or follow-up services.
• Document interactions and appointment details in scheduling and CRM systems (Asana, Salesforce, Building Reports, Inspect Point).
• Collaborate with schedulers and dispatchers for a clean handoff of work orders.
• Monitor the scheduling queue to balance workload and technician utilization.
• Identify and resolve scheduling conflicts or customer concerns; escalate as needed.
• Clearly communicate service offerings, pricing, promotions, and policies to help customers make informed decisions.

Skills

Customer service

Scheduling

CRM software

Communication

Problem solving

Team player

Pipeline management

Tools

MS Office

Asana

Salesforce

Building Reports

Inspect Point

Job description

CampusPoint in Portland, Oregon is seeking a Customer Service Representative (CSR) to be the first contact for customers and to build an efficient scheduling pipeline. You will handle inbound and outbound outreach by phone, email, and chat to identify needs, confirm service requirements, and prepare work orders for scheduling.

This role supports a proactive scheduling model, maintains ongoing customer contact, and helps balance workload to ensure timely dispatch and high customer satisfaction.