Key Responsibilities
- Ticket creation and scheduling
- Receive AI-generated emails and text confirmations, create jobs in the CRM, and allocate them to workers.
- Post jobs on the internal job board and assign based on availability and shift load.
- Handle reschedules, cancellations, and urgent two-hour service requests.
- Client communication (non-voice initially)
- Send confirmation emails and text messages.
- Send referral forms and service agreements.
- Monitor CRM for signatures and follow up where needed.
- Future voice escalation
- Act as the first human escalation point for calls (AI) cannot resolve after hours and on weekends.
- Manage simple customer service chats or calls such as “I can’t find my support worker” or cancellations.
- Contractor onboarding admin
- Review and validate contractor documents. Cross-check 10+ verification items for each new contractor.
- Maintain accuracy and compliance within the CRM.
- Backup administrative tasks
- General admin tasks when ticket volume is low.
- Participate in weekly team meetings and internal training.
Desired Qualities
- Highly empathetic and patient.
- Strong listening skills.
- Calm, warm, and flexible in communication.
- Team-oriented and willing to be part of the client’s internal culture (meetings, collaboration, updates).
- Reliable home-office environment with strong primary and backup internet.
- Attention to detail and takes pride in accuracy.
- Comfortable working autonomously and switching between task types.
Required Skills
- Strong admin and scheduling experience.
- Fast, accurate data entry and CRM navigation.
- Excellent written English for email and text communication.
- Good spoken English for future phone escalation work.
- Ability to follow detailed processes, check documents, and maintain accuracy.
- Comfortable working with new systems and workflows.