Customer Intake Associate

Job Summary

Seeking a dependable and technology-savvy Customer Intake Associate for a full-time hourly remote position, responsible for managing high-volume inbound and outbound customer calls, scheduling appointments, and performing administrative tasks while maintaining productivity throughout the workday.

Key responsibilities:

• Handle high-volume inbound customer calls and provide professional service
• Make outbound calls to leads and assist customers with scheduling energy assessments
• Document customer interactions and maintain accurate records in Salesforce and other systems

Required qualifications:

• High school diploma or equivalent
• 2+ years of experience in high-volume customer service or similar environments
• Strong computer skills with the ability to navigate multiple systems simultaneously
• Experience with Salesforce, Five9, or similar CRM systems (preferred)
• Ability to work independently and manage multiple priorities in a fast-paced environment