Virtual Appointment Setter & Customer Service Representative Job at Roof Maxx, Fresno, CA

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  • Roof Maxx
  • Fresno, CA

Job Description

Job Title: Virtual Appointment Setter & Customer Service Representative

Location: Remote (Pacific Time Zone)

Company: Infinite Home Solutions – California’s Premier Roofing & Home Services Provider

Status: Full-Time | 100% Virtual | Phone & CRM Based

Compensation: Base + Performance Bonuses

About Us

Infinite Home Solutions is a fast-growing roofing and home services company based in California’s Central Valley. As the region’s top-rated RoofMaxx dealer and full-service roofing contractor, we pride ourselves on high performance, professionalism, and customer-first service. We are looking for a  highly accountable, detail-oriented, phone-savvy virtual team member to join us as a  Virtual Appointment Setter and Customer Service Representative .

Position Summary

You’ll be the first voice our customers hear—and the person who keeps our schedule running smoothly. This role is critical to maintaining an efficient, profitable, and customer-friendly operation. You'll manage the entire front-end scheduling system: from inbound lead calls and customer service requests to follow-up with past leads and dispatching our techs and sales reps in smart, optimized routes.

Key Responsibilities
  • Answer all  inbound calls professionally and promptly—leads, inquiries, and service requests
  • Outbound follow-up on all old leads, open quotes, and past clients to generate re-engagement and appointments
  • Accurately  schedule appointments for both sales reps and service technicians in LEAP CRM, ensuring routes and timing are efficient and realistic
  • Maintain and  update CRM with customer records, job notes, statuses, and outcomes
  • Act as a  dispatch coordinator , ensuring techs and reps are sent to the right jobs with complete information
  • Handle  customer service issues with professionalism, urgency, and escalation when necessary
  • Keep the  daily schedule full and actively troubleshoot gaps in the calendar
  • Collaborate with sales and operations to ensure seamless communication and job execution
  • Maintain strong  phone and email etiquette , working Pacific Time hours consistently
Qualifications
  • 2+ years experience in construction, roofing, HVAC, or home services  dispatch or appointment setting
  • Virtual call center or remote work experience required
  • High familiarity with CRM systems – experience with  LEAP CRM is a major plus
  • Proven ability to work independently and stay highly organized in a  remote, high-accountability environment
  • Strong problem-solving and multitasking skills
  • Exceptional phone communication skills and active listening
  • Strong written communication for emails, text messaging, and internal notes
  • Must work  Pacific Standard Time (PST) hours , Monday–Friday (occasional weekends a plus)
  • Comfortable handling  high call volumes throughout the day
What We Offer
  • Competitive hourly pay +  bonus structure based on lead performance & booked appointments
  • Full-time  remote work —no commute, but full accountability
  • Supportive team, ongoing training, and advancement opportunities
  • Leadership that values performance, honesty, and high-energy work ethic
  • A role where  your results directly impact company growth and success

Job Tags

Hourly pay, Full time, For contractors, Work experience placement, Work from home, Monday to Friday,

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