Future Opening: Client Intake and Processing Specialist

Responsive Recruiter

Converts sales leads into clients through a process of analyzing customers' needs, set up account, assist providing feedback to clients, facilitating successful customer transition from sales to production, writing and facilitating change orders, and ensuring referral source retention and customer satisfaction via quality control process. Assist in the production and custom service process as needed.

Client intake and organization. He/she coordinates the sales process to see that a client wants and needs properly communicated to the team so their objectives can be fulfilled. He/she helps to manage the client initial experience with the company and its employees. Other duties may be assigned, that may or may not include the following: pick-up & delivery of materials, supplies, signs, etc. File generation, follow-up on proofing with customers, lead generation activities which will include early morning or evening meetings.

Ensure all estimates produced reflect scope of work required by the customer.

Ensure all client intake is set up in the system in a timely manner.

Ensure necessary briefing with assigned Project Manager is completed for each job sold.

Ensure all sales paperwork is organized and job progress is maintained so as to meet management and customer expectations.

Ensure company adopted customer service principles are understood and implemented through the sales processes.

Ensure all customers are satisfied with services performed.

Ensure all incoming calls and or walk-in activities are set up to move through the system to be followed up promptly.

Ensure all authorizations are obtained prior to work beginning and proper procedures are followed when funds should be collected on jobs.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Team player

Possess high school diploma or equivalent.

Possess clean valid Drivers License.

Minimum of three years experience in the position of Custom service and client intake or equivalent experience.

Excellent communication skills, including ability to present and speak in public.

Ability to exercise integrity, at the moment of choice and think/reason strategically.

Ability to read, analyze and interpret job estimates and reports.

Advanced computer skills including software, hardware, programs, and application.

Ability to calculate figures and amounts such as discounts, interest, mark-up, percentages, area, and volume.

Ability to apply concepts of basic algebra and geometry.

Ability to read and interpret documents such as map reading, safety rules, and procedure manuals.

Ability to write routine reports and correspondence.

Ability to speak English effectively with customers, employees, or the public in general.

Compensation: $17.00 - $19.00 per hour