Client Intake Coordinator (Phone, CRM & Customer Service)

Client Intake Coordinator / Customer Service Representative (Remote – Full Time)

Location: Philippines (Remote)

Schedule: Tuesday to Saturday | 12:00 PM – 8:30 PM Pacific Time (Canada)

Compensation: Competitive monthly salary based on experience, qualifications, and performance.

About OK Roof Revival

OK Roof Revival is a fast-growing roofing company based in British Columbia, Canada. We specialize in roof replacements, roof repairs, roof inspections, and roof rejuvenation services. Our mission is simple: provide homeowners with honest advice, exceptional service, and roofing solutions that fit their needs.

We're a small, ambitious team with significant growth plans. We believe in investing in great people, creating long-term opportunities, and promoting from within whenever possible.

We are looking for a Client Intake Coordinator who can become a key part of our organization and grow alongside the company for years to come.

This Is More Than a Typical Virtual Assistant Role

This position is not simply data entry or administrative support.

You will be one of the first people our customers speak with. You will answer calls, build trust with homeowners, schedule appointments, manage customer communication, and help ensure that no lead is ever forgotten.

As our company grows, this role has the potential to grow into:

- Senior Client Success Coordinator
- Operations Coordinator
- Remote Team Lead
- Overseas Operations Manager

We value intelligence, professionalism, reliability, and a willingness to learn far more than specific industry experience.

A fast learner with a positive attitude can be more valuable to us than someone with years of experience.

For the right person, we are looking to build a long-term working relationship. As the company grows, future opportunities may include leadership responsibilities, management of additional overseas tea ---------- mbers, and potentially exploring travel opportunities, company visits, or sponsorship pathways to Canada where appropriate and legally available.

Primary Responsibilities

Customer Service & Client Intake

- Answer inbound phone calls from homeowners
- Return missed calls promptly
- Schedule inspections and appointments
- Respond to customer emails and text messages
- Follow up on quotes and pending opportunities
- Build trust and rapport with customers
- Ensure every lead receives timely communication

CRM & Operations Support

- Enter and maintain customer information
- Update lead and job stages within Roofer CRM
- Maintain detailed customer notes
- Coordinate calendars and appointments
- Assist with reporting and administrative tasks
- Support sales and production teams with accurate information

Growth & Improvement

- Help identify ways to improve processes
- Assist with CRM workflow improvements
- Support company growth initiatives
- Take ownership of assigned responsibilities

Software & Tools

Experience with any of the following is considered a major asset:

- Roofer CRM
- GoHighLevel
- CompanyCam
- Google Workspace (Gmail, Calendar, Sheets, Docs)
- Telus Business Connect
- Zapier
- CRM systems
- Customer service software

We are willing to train the right person.

Required Qualifications

- Exceptional spoken and written English
- Professional and confident phone presence
- Strong grammar, spelling, and communication skills
- Ability to communicate naturally with Canadian homeowners
- Strong customer service mindset
- Excellent organization and attention to detail
- Ability to work independently
- Strong problem-solving skills
- Positive attitude and willingness to learn

Technical Requirements

Applicants must have:

- Dual-monitor workstation (two screens required)
- Reliable computer
- High-speed internet connection
- Professional headset with microphone
- Quiet home office environment
- Backup internet solution (mobile hotspot or secondary provider)
- Backup power contingency plan for outages

What Success Looks Like

The successful candidate:

- Answers calls professionally and confidently
- Responds quickly to new leads
- Maintains accurate CRM records
- Provides exceptional customer service
- Ensures no lead falls through the cracks
- Takes ownership of their responsibilities
- Continuously improves and grows

Application Instructions

To be considered, please complete all of the following:

1. Submit your resume.
2. Include a link to a 1–2 minute voice recording introducing yourself.
3. Include a 2–3 minute Loom video introducing yourself and showing your workstation setup.
4. Include a screenshot of your internet speed test.
5. Briefly explain your backup internet and power contingency plan.

At the beginning of your application, include the phrase:

"I never miss a lead."

Applications that do not follow these instructions will not be considered.

Bonus Question

A homeowner calls and says:

"I've called three roofing companies and nobody has called me back."

How would you respond?

What We Offer

- Long-term, stable employment
- Competitive compensation
- Performance bonuses
- Paid time off
- Opportunities for advancement
- Ongoing training and development
- Leadership opportunities as the company grows
- A supportive and professional work environment

If you're looking for a long-term opportunity where your work matters and your career can grow alongside a growing Canadian company, we'd love to hear from you.