Customer Intake Specialist
Overview
Mountain Home Services is looking for an outgoing, detail-oriented person to join our growing home services team. This role is ideal for someone who enjoys connecting with people, thrives in a fast-paced environment, and can confidently shift between focused tasks and engaging phone conversations with potential clients.
The ideal candidate will have experience in customer service or lead coordination, a proactive mindset, and the ability to manage a variety of administrative responsibilities, including permit coordination as they arise.
What's In It For Me?
- Market Value Compensation
- Robust PTO Plan
- Health, Vision and Dental plans for you and your family to choose from
- 401K Retirement Plan with company match up to 30%
- Life Insurance, Short-Term, and Long-Term Disability
- Special Program Options: FSA, EPA, Legal Services, and Identity Theft
- Continuous Training for your Professional Development
- Working in a dynamic, collaborative, and fun environment
- Coached and supported career growth
Qualifications
Do I Have What It Takes?
- Experience in customer service, lead coordination, or administrative support.
- Strong communication skills—both verbal and written.
- High attention to detail and ability to multitask effectively.
- Comfortable using CRM platforms and Microsoft Office Suite.
- Friendly, professional demeanor with a positive attitude.
- Ability to work independently and as part of a team.
- Experience in HVAC, plumbing, electrical, or other home services is a plus.
- Familiarity with permitting processes and local regulations.
- Bilingual abilities are a plus.
Wrench Group and its affiliates are proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, genetic information, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. The company encourages all qualified candidates who are eligible to work in the United States to apply, but it does not sponsor applicants or employees who require a visa to work legally.
Responsibilities
What Will I Do?
Lead Coordination & Client Engagement:
- Serve as the first point of contact for incoming leads via phone, email, and web inquiries.
- Qualify leads and schedule appointments for estimators or service teams.
- Maintain and update CRM systems with lead details, follow-ups, and status changes.
- Collaborate with internal teams to ensure smooth handoff and follow-through.
- Track lead conversion metrics and provide regular updates to management.
Administrative Support (Varied & Evolving):
- Perform a variety of changing administrative tasks to support client intake and operational needs.
- Coordinate and submit permit applications for HVAC and other home service projects.
- Assist with scheduling, document preparation, and internal communications as needed.
- Stay flexible and responsive to shifting priorities in a dynamic work environment.
Average salary estimate
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