Intake Coordinator

Intake Coordinator

M & M Roofing
Houston, TX (On-Site)
Full-Time
$18–$20 per hour (Based on Experience)

About M & M Roofing

M & M Roofing is a well-established, customer-focused roofing company serving the Houston market. We are known for quality workmanship, responsive service, and a strong team culture. As we continue to grow, we are seeking a dependable and detail-oriented Intake Coordinator to serve as the first point of contact for our customers and support our operations team.

If you thrive in a fast-paced office, enjoy helping customers, and are highly organized, this role may be a great fit for you.

Position Summary

The Intake Coordinator plays a critical role in managing incoming leads, qualifying new opportunities, coordinating schedules, and ensuring a professional front-office experience. This position requires strong customer service skills, CRM experience, and the ability to manage multiple priorities in a high-volume environment.

Key Responsibilities

Customer Service & Communication

• 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

Lead Intake & Qualification

• 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

CRM & Documentation

• 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

Payments & Administrative Support

• 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

Required Experience & Qualifications

• 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

Highly 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)

Why Join M & M Roofing?

• Stable and growing company
• Team-oriented work environment
• Opportunities for growth and advancement
• Training and tools provided
• Paid time off and paid holidays