Offer summary

Qualifications:

Proficiency in English is essential., Strong customer service skills are required., Familiarity with Google Workspace products is necessary., High integrity and a willingness to learn are important traits..

Key responsibilities:

Manage inbound calls and qualify leads for the company.

Prepare and send quotes, and handle job setup in the CRM.

Coordinate subcontractors and manage project-related tasks.

Complete post-job activities including invoicing and customer reviews.

Job description

Our client is a US based fencing company, looking for a committed and enthusiastic assistant to join their team and manage inbound calls from their clients.

Requirements

English proficiency
High integrity
Expertise in customer service
Willingness to learn
Proficiency with Google Workspace products (gmail, sheets, etc.); Openphone

Responsibilities

As the Receptionist, you’ll be responsible for a plethora of key back-end tasks that drive our project

Lead Intake & Qualification: Handle all inbound inquiries, qualify leads, and schedule estimates; create client records and requests in CRM (Jobber); send confirmations.
Quote Management: Prepare and send quotes via CRM; escalate complex jobs to Sales Rep.
Job Setup: Convert approved quotes to jobs in CRM; create Google Drive folders and documents; upload resources for subcontractors.
Project Coordination: Schedule subcontractors, submit permits and 811 tickets, and coordinate material orders across vendors.
Post-Job Tasks: Mark jobs as complete, issue final invoices, and ensure customer reviews are requested; assist with occasional social media and review site posting.

Benefits