Client Services & CRM Coordinator

Apple Roofing

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profile Job Location:

Plano, TX - USA

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

Description

Apple Roofing is looking for a detail-oriented Receptionist with CRM expertise to join our growing team in Plano TX. This is not your typical front desk rolewere looking for someone who can manage daily customer interactions and leverage technology to support sales and marketing. If youre great on the phone organized and skilled with tools like HubSpot (or other CRMs) this role is for you.

What Youll Do:

  • Serve as the first point of contact for customersanswer phones greet visitors and provide outstanding service.
  • Manage and update customer information in HubSpot or other CRM systems with accuracy and efficiency.
  • Support the marketing and sales team with lead intake tracking and follow-ups.
  • Assist with reporting and dashboards to help leadership track performance.
  • Coordinate communication between customers sales reps and project managers.
  • Jump in to support customer service inquiries and resolve issues quickly.
  • Contribute to marketing tasks such as campaign support email follow-ups or event coordination.


Requirements

What Were Looking For:

  • 3 years of CRM experience (HubSpot strongly preferred; Salesforce Zoho etc. acceptable).
  • Reception or administrative experience in a customer-facing role.
  • Strong phone and communication skillswarm professional and solution-oriented.
  • Some experience in customer support or inside sales.
  • Highly organized with attention to detail.
  • Comfortable creating basic reports or pulling CRM insights.
  • Bonus: Experience in construction roofing or home services industry.


Benefits

Why Apple Roofing

  • Be part of a company that lives its core values: People First Build Trust Make It Easy.
  • Opportunity to growthis role connects front-line service sales and marketing.
  • Competitive pay and benefits package.
  • A positive team-oriented culture with real career pathways.


Required Experience:

IC

DescriptionApple Roofing is looking for a detail-oriented Receptionist with CRM expertise to join our growing team in Plano TX. This is not your typical front desk rolewere looking for someone who can manage daily customer interactions and leverage technology to support sales and marketing. If youre...
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Key Skills

  • Junit
  • Customer Service
  • Freelancing
  • Industrial Safety
  • ACCA
  • Arbitration

About Company

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With the merger of two premier roofing companies, Apple Roofing and Crest Exteriors, the new Apple Roofing has an immediate need to expand our team in service areas throughout the Central United States. We rank in the top ten residential roofing companies in the United States, and it ... View more

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