Client Intake & Scheduling Coordinator

Company

Sagan Recruitment (Client Company)

Salary / Compensation

• $1,800–$2,000 USD/month (based on experience)
• Independent Contractor position

Overview / Job Description

Sagan connects top international talent with leading U.S.-based businesses through high-performance remote work opportunities.

The client is seeking a Bilingual Client Intake & Scheduling Coordinator to serve as the first point of contact for inbound customer inquiries. This role is responsible for managing the front-end customer pipeline by handling phone calls, emails, and text messages, accurately entering lead information into the company’s CRM system, and coordinating consultation schedules for field sales and operations teams. The ideal candidate is highly organized, bilingual in English and Spanish, and experienced in customer intake, scheduling, and administrative coordination within a fast-paced environment.

Responsibilities

Client Intake & Customer Support

• Serve as the primary point of contact for inbound customer inquiries via phone, email, and text message.
• Respond promptly and professionally while providing excellent customer service.
• Gather customer information and accurately capture lead details.
• Triage inquiries and ensure they are directed appropriately.

CRM & Data Management

• Enter and maintain accurate customer records within Aspire and other company systems.
• Ensure all lead information, customer requests, and operational details are properly documented.
• Maintain clean, organized, and up-to-date CRM records.

Scheduling & Calendar Management

• Coordinate consultation appointments for project estimators and designers.
• Manage scheduling calendars to maximize efficiency and minimize scheduling conflicts.
• Track appointments and maintain smooth workflow coordination across departments.

Administrative & Cross-Functional Support

• Provide administrative support to sales and field operations teams.
• Assist with workflow coordination and day-to-day operational activities.
• Help maintain organizational efficiency through accurate communication and scheduling.

Requirements

Experience

• 2+ years of experience in:
  • Scheduling Coordination
  • Dispatch
  • Administrative Support
  • Or a similar customer-facing operational role
• Experience working in fast-paced service-based environments.
• Experience using CRM systems, project management software, or field service platforms.

Skills & Competencies

• Near-native fluency in both English and Spanish (spoken and written) (Required).
• Strong organizational and time management skills.
• Excellent attention to detail.
• Strong customer service and communication skills.
• Ability to manage multiple priorities simultaneously.
• Ability to work independently in a remote environment.

Technical Requirements

• Experience with CRM systems and scheduling software.
• Experience using Aspire is highly preferred.
• Familiarity with project management or field service management platforms.

Nice to Have

• Previous experience using Aspire or similar field-service software.
• Experience supporting:
  • Home improvement companies
  • Residential contractors
  • Construction businesses
  • Trade service organizations serving U.S.-based clients.

Candidate Profile

You SHOULD Apply If

• You are fluent in both English and Spanish.
• You have experience coordinating appointments, scheduling, or dispatch operations.
• You are highly organized and detail-oriented.
• You enjoy communicating with customers and providing excellent service.
• You are experienced using CRM systems and scheduling software.
• You work well independently while supporting multiple internal teams.
• You thrive in fast-paced, process-driven environments.

You Should NOT Apply If

• You are not fluent in both English and Spanish.
• You have limited scheduling or administrative coordination experience.
• You struggle with organization or maintaining accurate records.
• You are uncomfortable managing multiple customer inquiries simultaneously.
• You have little experience using CRM or scheduling platforms.

Other Information

Work Schedule

• Full-time
• Monday–Friday
• 6:30 AM – 3:30 PM PST

Work Arrangement

• Remote (Exclusive to Latin America)
• Independent Contractor

Additional Benefits / Highlights

• Opportunity to serve as the primary customer contact for a growing U.S.-based company.
• Work closely with sales and field operations teams.
• High level of ownership over customer intake and scheduling operations.
• Collaborative, high-performance remote work environment.
• Opportunity to develop expertise with field service management and CRM systems.

Resume Submission Guidelines

• Submit your resume as a text-based PDF only.
• Do not submit scanned PDFs, JPG/PNG images, or Word documents.
• Both your resume and introductory video must be submitted in English.