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Customer Intake Associate (CT)

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Remote, Hybrid

Customer Intake Associate (CT)

HomeWorks Energy, Inc

Customer Intake Associate (CT)

Skills

CRMSalesforce

2 months ago

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Important information


Contract type:

Permanent

Salary:

$39,520 – $45,760 / year

Location:

United States

Work mode:

Remote, Hybrid

Published on:

27 August 2026

What they need


Customer Intake Associate (Customer Service)

Position Type: Full-time, hourly position eligible for overtime. This is a 100% remote opportunity. Position will hire at $19/hr with opportunity for quick growth.

Due to state tax purposes, we can only hire employees in the following states: MA, AZ, CA, CO, CT, FL, GA, ME, MO, NE, NV, NH, NJ, NM, NY, NC, OH, PA, RI, SC, TN, TX, VT

Job Summary:

The Customer Intake Associate (CIA) is responsible for handling high volume inbound and outbound calls and assists prospective customers in scheduling energy assessments and other related tasks.

Essential Functions:

The Essential Functions are representative, but not all-inclusive, of the knowledge, skills, and abilities required to perform this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position.

  • Customer Interaction:
    • Handle a high-volume inbound calls from prospective customers, offering support and information.
    • Initiate outbound calls to interested prospects and referrals.
    • Resolve customer issues and concerns promptly and effectively.
    • Utilize knowledge of a specific product, service, or other assigned area of expertise to address inquiries or direct them to the appropriate staff member.
  • Scheduling and Coordination:
    • Assist prospective customers in scheduling energy assessments based on their preferences and availability.
    • Collaborate with internal teams to ensure efficient scheduling and timely follow-up with customers.
  • Sales Performance:
    • Achieve and exceed agreed upon monthly sales targets.
    • Adhere to a proven sales process with enthusiasm, positivity, and dedication.
  • Perform additional tasks as required.

Education & Experience:

  • Requires a high school diploma or equivalent.
  • Proficient with Microsoft Office Suite or related software with the ability to learn new software.
  • Familiarity with CRM systems (Salesforce, Microsoft Dynamics, etc.)
  • Excellent communication skills including active listening.
  • Service-oriented and able to resolve customer grievances in a professional manner.
  • Previous experience in high-volume telephone sales or related 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.

Perks/Benefits:

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Paid training
  • 401k Retirement Plan with match
  • PTO with accrual schedule
  • Paid holiday schedule
  • Employee Assistance Program
  • 100% Remote work environment
  • Fast growth opportunities!

Work Environment:

  • Hybrid position: This position is a flexible work model that combines remote and on-site work. When working remotely, the employee is required to have a workspace free of distraction during work hours to perform job duties.
  • Remote position: This position is in the employee’s residence and requires the employee to have a workspace free of distraction during work hours to perform job duties.

Physical Demands:

  • Requires sitting at a desk for long periods of time, performing tasks on a computer, the ability to move within the office to attend meetings, access equipment, or interact with colleagues.
  • This job may require travel in a personal or company-provided vehicle.

Equal Opportunity Employer:

At HomeWorks Energy, we celebrate diversity, inclusion, and collaboration. As an Equal Opportunity Employer, we do not discriminate against race, color, religion, national origin, sex, age, gender identity, or expression, sexual orientation, physical or mental disability, veteran status, or any other applicable characteristics. All employment decisions are based on qualifications, skills, and experiences needed to successfully perform the job.

Compensation: $19-$22

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