Salary: $20 to $23hr
M & M Roofing, Siding & Windows is a well-established, customer-focused exterior remodeling company serving the Houston market. We are known for quality workmanship, responsive customer service, and a strong team culture. As we continue to grow, we are seeking a dependable, organized, and customer-focused Intake Coordinator to support our operations and sales teams. If you thrive in a fast-paced office environment, enjoy helping customers, and have strong organizational skills, this role could be a great fit for you.
Position Summary The Intake Coordinator plays a critical role in managing incoming customer calls, qualifying leads, scheduling appointments, maintaining CRM records, and ensuring a professional customer experience from the first interaction through appointment scheduling. This role requires strong communication skills, attention to detail, professionalism, and the ability to multitask in a high-volume environment. You will be working onsite in the Houston office.
Key Responsibilities
Customer Intake & Lead Management Answer all incoming calls professionally and courteously
Follow the company-approved customer intake script and qualification questions
Gather and document all required homeowner information accurately
Determine the reason for the customers inquiry and identify roofing-related needs
Ask qualifying questions to ensure the lead meets company service criteria
Enter all lead information into the CRM completely and accurately
Schedule appointments according to company lead distribution guidelines
Confirm appointment dates, times, and expectations with homeowners
Send appointment confirmations via phone, text, or email
Update and maintain all customer records and notes Scheduling & Coordination Schedule appointments based on company lead assignment procedures
Coordinate schedules between homeowners and sales representatives
Monitor appointment availability and scheduling conflicts
Reschedule appointments when necessary and document all changes
Ensure all appointment updates are communicated promptly to the assigned representative and management team Administrative Support Maintain organized digital and physical files
Process incoming and outgoing correspondence
Assist with customer follow-up communications
Support management with reporting and administrative tasks
Maintain accurate records of customer interactions and appointment outcomes
Monitor office supplies and administrative needs
Assist with collecting customer reviews and testimonials Customer Service Provide a positive first impression of the company
Demonstrate professionalism, empathy, and urgency with every customer interaction
Resolve customer concerns or direct them to the appropriate team member
Maintain confidentiality of customer information
Deliver exceptional customer service that reflects company values
Required Qualifications(Must Have) Strong customer service and communication skills
Experience answering high-volume phones in a professional environment
Experience handling customer intake, scheduling, or lead qualification
Experience working within CRM systems such as Quickbase, AccuLynx, Salesforce, or similar platforms
Strong organizational skills and attention to detail
Ability to multitask and stay organized in a fast-paced office environment
Professional phone presence and positive attitude
Strong written and verbal communication skills
Dependable, coachable, and team-oriented
Highly Preferred
Experience within roofing, construction, restoration, HVAC, plumbing, or other home service industries
Previous intake coordinator, dispatcher, scheduling, or customer service experience
Bilingual Spanish is a plus but not required
Why Join M & M Roofing, Siding & Windows?
Team-oriented culture
Opportunities for growth and advancement
Training and support provided
Pay is $20 to $23hr based on experience.
Opportunity to grow within operations, customer service, or office management
Benefits
- Health, dental, and vision insurance
- 401(k) plan