Robert Half is hiring: Customer Service Representative in Albuquerque
Robert Half, Albuquerque, NM, US
Job Description
The Intake Specialist serves as the primary manager of the CRM pipeline, ensuring all new leads are captured, validated, and advanced with complete and accurate information. This role is responsible for reviewing incoming leads, confirming project viability, collecting compliance documents, and coordinating client onboarding. Acting as the first impression of the company, the Intake Specialist engages directly with clients to confirm expectations, schedule intake calls, and maintain consistent communication. They screen projects for logistical risks and client fit, escalate qualified opportunities for estimating, and prepare field teams with accurate scope and client details. Additionally, this role supports marketing efforts by keeping records clean and client data aligned for visibility and reputation building, while ensuring every lead is followed up promptly and transitioned smoothly to the technical team.
• Proven experience in a customer service or call center role, with a focus on managing inbound and outbound calls.• Strong organizational skills and attention to detail for handling documentation and pipeline tracking.
• Ability to assess project viability based on logistical risks and company fit.
• Excellent communication skills, both verbal and written, for engaging with clients and internal teams.
• Familiarity with order entry systems and maintaining accurate records.
• Proficiency in using CRM tools or similar platforms for lead management and documentation.
• A proactive and client-focused attitude to build relationships and ensure smooth communication.
• Ability to coordinate with multiple departments and prioritize tasks effectively.