Role Summary
The Scheduler / Outbound Coordinator / Accounts Receivable is a critical operational role responsible for ensuring service appointments are scheduled efficiently, boards are maintained proactively, and client outreach drives revenue growth. This role executes a high-volume multi-touch contact strategy while overseeing day-to-day scheduling bottlenecks.
The ideal candidate is highly organized, disciplined, and capable of managing 100+ client contacts daily while maintaining accurate records in the CRM. This person should be comfortable closing service offer sales, be quick on their feet and ensures that qualified opportunities are converted into scheduling.
Key Responsibilities
1. Client Scheduling & Board Management
- Maintain the service appointment board, ensuring a minimum 2–3 week booking buffer for all technicians.
- Pre-book upcoming services for semi-annual and recurring clients.
- Adjust and update schedules based on technician availability and client needs.
- Coordinate closely with the rest of the team to align priorities and resource allocation.
2. Outbound Calling & Multi-Touch Contact Execution
- Conduct high-volume outbound calls (80–120/day) to:
- Schedule upcoming service appointments
- Follow up on outstanding or incomplete service inspections
- Contact lapsed clients or cold prospects as instructed
- Execute multi-touch outreach for each client: phone, voicemail, SMS, and email follow-ups.
- Ensure all client interactions are logged accurately in the CRM.
3. Lead Qualification & Escalation
- Qualify outbound contacts and determine appointment readiness.
- Pass warm or high-value leads to Estimator for follow-up.
- Track and report client responsiveness and outreach outcomes.
4. Administrative Duties
- Maintain accurate client records in CRM or internal systems.
- Provide weekly reporting to operations
- Calls completed
- Appointments booked
- Board status 2–3 weeks out
- Notable client feedback or issues
- Communicate with 5 technicians and close out service tasks
Required Skills & Qualifications
- Proven experience in high-volume outbound calling, scheduling, or customer service
- Strong organizational skills and attention to detail
- Comfortable working in a target-driven environment
- Excellent verbal and written communication skills
- Ability to manage multiple tasks simultaneously and prioritize effectively
- Accounts Receivable / Collections experience preferred
Desired Traits
- Persistent, loyal, responsible, punctual, professional, and persuasive without being pushy
- Highly disciplined and self-motivated
- Solutions-oriented with the ability to troubleshoot scheduling conflicts
- Team player who can coordinate effectively with Operations Manager, Estimator, and technicians
- Someone who enjoys working with a team as well as able to execute alone
Job Types: Full-time, Permanent
Pay: $46,000.00-$52,000.00 per year
Benefits:
- Casual dress
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care
Experience:
- Cold calling: 1 year (preferred)
- collections: 1 year (preferred)
- Sales: 2 years (preferred)
Language:
Work Location: In person
