Remote Intake & Service Coordination Specialist

Talentoma; Minnesota; A distancia; USD 44.000 - 64.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health coverage

Descripción de la vacante

Talentoma is seeking an Intake Agent to handle the first stage of nonmedical service requests. You will monitor queues, gather details, route inquiries, and coordinate with internal teams from a remote home office in Minnesota, USA. The role requires a 40-hour weekly commitment and flexible shift times.

You will use Zoho CRM, Acuity Scheduling, Jotform, and Microsoft Access to log, track, and hand off requests, ensuring accurate information and timely follow-ups across service teams.

Formación

• High school diploma or equivalent.
• No experience required; related experience preferred in administrative intake, scheduling support, reception, or service coordination.
• Familiar with Zoho CRM, Acuity Scheduling, Jotform, and Microsoft Access after training.

Responsabilidades

• Monitor assigned queues, incoming calls, emails, and online request forms to identify new intake items and respond in the order of established priorities.
• Welcome requesters, ask structured questions, and confirm contact details, requested service, preferred timing, and relevant background before routing each inquiry.
• Create and update intake entries in a CRM such as Zoho CRM, using clear notes that explain the request, actions taken, and next owner.
• Use a scheduling and calendar such as Acuity Scheduling to coordinate available appointment windows, send confirmations, and note changes communicated by requesters.
• Review submitted details for missing or conflicting information, then contact the requester through the appropriate channel to obtain clarification.
• Use a form builder such as Jotform to review incoming forms and ensure required fields are completed before an intake item moves forward.
• Search an internal request directory in a database such as Microsoft Access to identify the appropriate service team, contact, or routing path.
• Send complete handoff messages to coordinators or service teams, including the requester’s question, requested timing, and any follow-up needed.
• Escalate urgent, sensitive, repeated, or unclear intake matters to the intake team lead when standard routing steps do not resolve the issue.
• Close completed intake items after confirming the next step is communicated, and maintain quality through accuracy, timely turnaround, complete notes, and appropriate follow-up.

Conocimientos

Verbal communication

Written communication

Remote work discipline

Attention to detail

Educación

High school diploma

Herramientas

Zoho CRM

Acuity Scheduling

Jotform

Microsoft Access

Descripción del empleo

Talentoma is seeking an Intake Agent to handle the first stage of nonmedical service requests. You will monitor queues, gather details, route inquiries, and coordinate with internal teams from a remote home office in Minnesota, USA. The role requires a 40-hour weekly commitment and flexible shift times.

You will use Zoho CRM, Acuity Scheduling, Jotform, and Microsoft Access to log, track, and hand off requests, ensuring accurate information and timely follow-ups across service teams.