Allied Roofing Partners · 11 hours ago
Intake Coordinator
Houston, Texas, United States
Full-time
Onsite
New Grad, Entry Level
$18/hr - $20/hrAllied Roofing Partners is a well-established, customer-focused roofing company serving the Houston market. They are seeking a dependable and detail-oriented Intake Coordinator to manage incoming leads, qualify new opportunities, and ensure a professional front-office experience.
Consumer Services
Responsibilities
Answer and route incoming phone calls promptly and professionally
Serve as the first point of contact for customers, vendors, and visitors
Provide exceptional customer service at all times
Confirm appointments and assist with customer inquiries
Take initial customer calls and properly intake and qualify new leads
Accurately enter and manage leads within the CRM system (Quickbase or similar)
Follow up with potential customers via phone, text, and email
Assign Area Managers or Sales Representatives appropriately
Ensure all leads are properly documented and tracked
Maintain accurate and detailed records within the CRM
Attach required documentation to leads (weather reports, measurements, property data, etc.)
Monitor daily lead reports to ensure completeness and accuracy
Process daily credit card payments accurately
Upload receipts and documentation into files
Monitor and manage office email
Support sales and operations teams with administrative tasks
Maintain a clean, professional front office environment
Qualification
Required
Strong customer service experience
Experience answering high-volume phones in a professional setting
Experience taking initial intakes/leads and qualifying customers
Strong experience working within a CRM system (Quickbase, AccuLynx, Salesforce, or similar)
High attention to detail and accuracy
Ability to multitask in a fast-paced environment
Strong communication and organizational skills
Preferred
Experience in roofing, construction, or similar home service industries (HVAC, plumbing, restoration, etc.)
Previous intake coordinator, dispatch, or scheduling experience
Bilingual Spanish (a plus, not required)
Benefits
Paid time off
Paid holidays
Company
Allied Roofing Partners
Allied Roofing Partners ("ARP") is a national residential roofing and exterior services group building a world-class network of independent, market-leading contractors across the U.S.
Founded in 2024
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase