Responsibilities

• Serve as the first point of contact for incoming customer calls and inquiries.
• Manage lead intake, routing, and follow-up within CRMs.
• Maintain accurate customer and lead data to ensure nothing falls through the cracks.
• Help optimize CRM workflows, automations, and processes to improve efficiency and response times.
• Support sales and operations teams by coordinating communication and tracking customer activity.
• Generate reports and provide insights that help improve performance and customer experience.
• Identify opportunities to streamline processes and enhance the customer journey.

Requirements

• 2+ years of experience in customer service, sales support, operations, or CRM administration.
• Experience with HubSpot or other CRM platforms.
• Exceptional organizational skills and attention to detail.
• Strong communication and phone skills.
• Ability to manage multiple priorities in a fast-paced environment.
• A proactive problem solver who enjoys improving systems and processes.
• Desire to learn, grow, and take on increasing responsibility.

Preferred

• HubSpot or similar experience
• Reporting or dashboard experience
• Construction, roofing, or home services experience

Benefits

• Competitive pay and benefits
• Career growth opportunities in operations, customer experience, and CRM management
• Collaborative, team-focused culture
• Opportunity to make a direct impact on company growth and customer satisfaction