Lead Intake Coordinator

The Lead Intake Coordinator is the first point of contact for every new customer inquiry. Working onsite at our Williamsburg, Brooklyn office, you will answer and qualify incoming leads, explain incentive program basics, collect eligibility documents, and book site assessments. This is a full-time, in-office role for an organized, friendly communicator who can manage a high volume of calls and follow-ups without letting anything slip.

Key Responsibilities

• Answer inbound calls, web forms, texts and emails promptly and professionally, and return missed inquiries the same day.

• Qualify leads by gathering property details, ownership, heating fuel, household or building information, and the customer's goals.

• Screen customers for program eligibility (NYSERDA EmPower+, Con Edison, National Grid and others) and explain next steps in plain language.

• Collect and verify required documents such as income documentation, utility bills and proof of ownership, and follow up until files are complete.

• Schedule energy audits and site assessments, coordinating with field staff and sending confirmations and reminders.

• Enter and update every lead in the CRM, keeping pipeline stages, notes and contact history accurate.

• Follow up on leads from canvassing, outside reps, digital ads and referrals, and track lead sources.

• Hand off qualified, document-complete files to the program administration team.

• Report weekly on lead volume, conversion and outstanding follow-ups.

• Support general office tasks as needed.

Qualifications

Required

• Clear, friendly phone manner and strong written communication in English.

• Highly organized, detail-oriented and comfortable managing many open files at once.

• Comfortable with CRM software, email, Google Workspace or Microsoft Office.

• Able to handle sensitive personal and financial documents with discretion.

• Able to work onsite in Williamsburg, Brooklyn, Monday through Friday.

Preferred

• Experience with home improvement, construction, energy efficiency or utility incentive programs.

• Familiarity with NYSERDA EmPower+ or similar income-qualified programs.

• Experience with GoHighLevel or another CRM.

• Bilingual (Spanish, Yiddish, Russian or another language common in our service area).

Schedule, Location and Compensation

• Location: The Domino Building Williamsburg, Brooklyn, NY

• Schedule: Full-time, Monday through Friday 9-5

• Pay: $60,000- $70,000 per year pending experience .

How to Apply

Send your resume and a short note about your customer service experience to [email protected] with "Lead Intake Coordinator – Williamsburg" in the subject line.

Airseal Insulation Systems is an equal opportunity employer.