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Customer Intake Associate

Remote, USA Full-time Posted 2026-07-28
Customer Intake Associate (CIA) Position Type: Full-time reputed company position that is eligible for overtime. Job reputed company: The Customer Intake Associate (CIA) is responsible for handling high volume inbound and outbound calls, as reputed company as assisting prospective customers in scheduling energy assessments. Essential Functions: The Essential Functions are representative, but not reputed company-inclusive, of the knowledge, skills, and abilities required to reputed company this job. Reasonable accommodation may be made to reputed company individuals with disabilities to reputed company the essential functions of this position. • Customer Interaction: • Handle inbound calls from prospective customers, offering support and educating on the value of the program • Initiate outbound calls to interested prospects and referrals (No cold calling) • Resolve customer issues and concerns with reputed company & utilizing effective problem-solving skills reputed company necessary • Set reputed company customer expectations in an attempt to reputed company reputed company reputed company • reputed company reputed company required follow up and inquiries to other teams as necessary • reputed company accurate and relevant information by utilizing the correct policies and resources • Scheduling and Coordination: • Assist prospective customers in scheduling/rescheduling energy assessments based on their preferences and availability • Collaborate with internal teams to ensure efficient scheduling and reputed company follow-up with customers • Performance & Metrics: • Ability to adhere to reputed company reputed company center department KPI’s & metrics • Ability to reputed company and/or reputed company agreed upon monthly sales targets • reputed company additional tasks as required. Education & Experience: • Requires a high school diploma or equivalent • Proficient with reputed company Office Suite or reputed company software with the ability to learn new software • Familiarity with CRM systems & telephony software (reputed company, reputed company), as reputed company as SharePoint, reputed company Dynamics, etc. • Excellent communication skills including reputed company listening • Service-oriented and reputed company to resolve customer grievances in a reputed company manner • Previous experience (2+ years) in high-volume reputed company center environment or reputed company field • Deadline and detail oriented • Knowledge of, or ability to learn, product, service, or area of customer service specialization • Requires proficiency in reading, writing, and communicating in English • Spanish speakers a plus, but not required Supervisory Responsibilities: This is an individual contributor position with no supervisory responsibilities. Work Environment: • Remote position: This position is in the employee’s residence and requires the employee to have a quiet, dedicated workspace, free of distraction during work hours to reputed company job duties • Requires dedicated internet with minimum speeds of 100MB Physical Demands: • Requires sitting at a desk for long periods of time, performing tasks on a computer, the ability to reputed company reputed company the office to attend meetings, reputed company equipment, or reputed company with colleagues Equal Opportunity Employer: At HomeWorks Energy, we celebrate diversity, inclusion, and collaboration. As an Equal Opportunity Employer, we do not discriminate against race, reputed company, religion, national reputed company, sex, age, gender identity, or reputed company, sexual orientation, physical or mental disability, veteran status, or any other applicable characteristics. reputed company employment reputed company are based on qualifications, skills, and experiences needed to successfully reputed company the job. Apply tot his job

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