Intake Coordinator

4 months ago


Edmonton, Canada Solaris Canada Full time

**Intake Coordinator**

**Responsibilities and Duties**
- **What you will do**:_

Reporting to the Sales manager, you will be the ambassador to the new client, assisting clients to navigate our products and services. You will be a primary point of contact for clients as they inquire about their needs for an outdoor living solution. You will help facilitating intake, leading orientation of our products and services, creating a customer file and liaising with our sales team. Working closely with the sales manager, you will help facilitate the workflow and the respective administrative duties.

You will work in a fast-paced environment as an integral member of a dynamic multidisciplinary team while sharing our core values of communication, excellence, health and innovation.

**Accountabilities**:
Include but are not limited to the following:

- Manage the inflow of clients by answering phones and directing calls, as well as the company’s inbox and Swell instant messaging platform
- Complete orientation for our clients when initiating a need for our products.
- Create new client files for the initial consultation, log in the appropriate information into our CRM and ensure smooth transition to our sales team in a timely manner.
- Assist in qualifying opportunities and routing leads to sales team for further development of the file.
- Ensure same-day completion of new opportunities file building
- Liaise with the sales team, vendors and on occasion, third parties to ensure timely detailed communication between parties.
- Participate in case consultations and complex case discussions with the interdisciplinary team.
- Assist the Sales Manager by providing additional administrative support as directed by management
- Create reports for the management team
- Support in scheduling site visits for Sales Representatives and the Installation Consultant
- Complete administrative tasks, scanning, filing, taking meeting minutes and preparing general correspondences, data entry into CRM
- Build estimates for clients

**Other duties**:

- Assist in conducting research for sales and marketing plans as directed by management
- Assist in maintaining the integrity and organization of our cloud based CRM and corporate information systems
- Assist with scheduling
- Participate in regular weekly meetings
- Research accounts, identify key players and develop new relationships
- Prepare site measure package for Installations consultant
- Providing leadership to, and support of any seasonal staff you may work with
- Other responsibilities related to the role and scope of work may be assigned.

**Responsibilities**:

- Upholding our corporate culture and values during their day-to-day work
- Maintaining our dedication to unparalleled customer service
- Building and maintaining effective working relationship with others
- Participate in team duties and maintain a professional work environment
- Assist in creating company initiatives
- Suggesting workflow efficiencies and workplace improvements
- Ensuring equipment, stationary, and tools are maintained and treated with a high level of respect

**Soft Skills**:

- Manage conflict effectively and productively
- Work efficiently and quickly
- Communicate with others any shortcomings or delays that may affect others
- Adaptable
- Self-motivated and able to take initiative on tasks
- Excellent written and verbal communication skills

**Hard Skills**:

- Adequate knowledge of the internet
- Proficiency in the Microsoft Office Suite, including Word, Excel, PowerPoint, Outlook and Teams is required.
- Proficiency in using a CRM system is also required.
- Experience with Adobe and Apple products is an asset.
- Learning skills to develop products to better understand the customer needs and requirements.

We look forward to hearing from you

**Salary**: $22.00-$26.00 per hour

**Benefits**:

- Casual dress
- Dental care
- Disability insurance
- Life insurance
- On-site parking

Schedule:

- 8 hour shift

Ability to commute/relocate:

- Edmonton, AB T6E 0G2: reliably commute or plan to relocate before starting work (required)

Work Location: In person


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