Office Intake & Lead Coordinator

Job Description

Job Description

Guardian Shield Windows and Doors are hiring an Office Intake & Lead Coordinator to work from our Tampa office near Woodland Center.

This role is the first point of contact for new clients. You will answer inbound phone calls, follow up with new leads, enter information into our CRM system, and coordinate leads with the sales team.

This is a long-term, in-office position for someone who is organized, professional on the phone, and comfortable using software.

Responsibilities:

• Answer inbound office phone calls

• Call back new and missed leads

• Enter and manage leads in CRM software (Workiz or similar)

• Collect accurate client information

• Assign and schedule leads for the sales team

• Keep notes and lead data clean and organized

Requirements:

• Lives within 25 to 30 minutes of our Tampa office

• Experience with CRM or scheduling software

• Strong phone communication skills

• Organized and detail oriented

• Reliable and seeking long-term employment

Preferred:

• Construction, window, door, or home improvement experience

• Familiarity with Workiz,

Office location:

8270 Woodland Center Blvd, Suite 150

Tampa, FL 33614

Please apply and include how far you live from the office.