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Remote Intake & Customer Service Coordinator

Key Facts

Remote From: 
Full time
Expert & Leadership (>10 years)
English

Other Skills

  • Customer Service
  • Scheduling
  • Microsoft Excel
  • Microsoft Word
  • Microsoft Outlook
  • Time Management
  • Teamwork
  • Decisiveness
  • Self-Confidence
  • Quick Learning
  • Reliability
  • Detail Oriented
  • Self-Motivation

Roles & Responsibilities

  • Proficient in English (written and spoken) with professional, customer-focused phone communication
  • Proficient in Microsoft Office (Word, Excel, Outlook) and experienced with data entry
  • Prior experience in administrative/operations support roles and ability to handle stressed or demanding customers calmly
  • Availability for a seasonal role (March - October) with potential extension and willingness to learn internal software (training provided)

Requirements:

  • Answer incoming intake calls
  • Follow up with customers regarding quotes and services
  • Schedule service appointments
  • Handle collections, including follow-up on unpaid invoices

Job description

Job Summary:


We are seeking a proactive and customer-oriented professional to support daily operations in a seasonal role (March–October, with possible extension). As a Remote Intake & Customer Service Coordinator, you will handle incoming calls, follow up with customers on quotes and services, schedule appointments, manage collections, perform light bookkeeping and data entry, and maintain accurate customer records. The ideal candidate possesses strong English communication skills, a professional and confident phone presence, and prior experience in administrative or operations support roles. This individual must be organized, dependable, comfortable handling demanding customers, and able to remain productive during slower periods. Proficiency in Microsoft Office is required, and training will be provided on internal systems.

Key Responsibilities:

  • Answer incoming intake calls.
  • Follow up with customers regarding quotes and services.
  • Schedule service appointments.
  • Handle collections, including follow-up on unpaid invoices.
  • Perform light bookkeeping and data entry.
  • Update and maintain accurate customer records in the system.
  • Respond to customer inquiries via phone and email in a timely manner.
  • Coordinate with internal teams to ensure smooth service delivery.
  • Assist with administrative tasks and support the team as needed.
  • Perform other tasks related to the position.

Qualifications & Requirements:

  • Proficient level of English (written and spoken).
  • Strong, professional phone communication skills with a customer-focused approach.
  • Ability to handle stressed or demanding customers calmly and professionally.
  • Prior experience with email and data entry tasks.
  • Prior experience in roles such as administrative assistant, secretary, personal assistance, operations support, or other relevant positions.
  • Proactive and able to stay productive during slower periods.
  • Available for a seasonal role (March - October, with possible extension).
  • Willing to learn internal software (training provided).
  • Out-of-the-box thinker, reliable, self-motivated, dependable, confident, and quick learner with a positive attitude.
  • Proficiency in Microsoft Office (Word, Excel, Outlook).
  • Sound judgment and the capacity to comprehend and execute instructions promptly with minimal supervision.
  • Ability to work in alignment with U.S. Eastern Time (New York time) business hours.
  • Interested in long-term career opportunities.
  • Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet.

Compensation & Benefits:

  • 100% remote work.
  • Compensation in USD.
  • Full-time position with 40 hours weekly.
  • Seasonal position (March through the end of October), with potential extension based on performance.
  • Great work environment with potential for growth.

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