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CRM Receptionist

Job Description - CRM Receptionist

Are you tech savvy, a problem-solver, and do you enjoy brightening people's day over the phone? McCormick Systems, the nation's leader in estimating software, is seeking a Full-Time Receptionist to join our friendly and talented team. Enjoy our casual work environment, comprehensive benefits package, great employee perks, and much, much, more!


As a Receptionist, you will be the first voice and face of the company, answering and directing incoming calls and conducting a variety of administrative tasks. If you have experience using CRM software and thrive in a fast-paced service-oriented environment, this is where you belong! No CRM experience, no problem – we can teach you all you need to know to become a stellar employee!


This position is full-time, Monday-Friday at our office located in Chandler, AZ.



Essential Functions and Responsibilities



  • Operate a multi-line phone to answer a high volume of incoming calls from clients and vendors

  • Active phone time will be the majority of the day, drawing calls from the CRM cue

  • Determine needs of clients and direct calls to appropriate department or person, while logging initial interactions in the CRM

  • Create service request tickets from client users

  • Greet guests and visitors in a friendly manner and determine the nature and purpose of visit, while adhering to the company security and visitor policy

  • Various clerical duties as assigned

  • All duties as assigned


Required Skills and Experience



  • Ability to use a multi-line phone and dual monitor system

  • Ability to manage a queue of calls in a timely manner

  • Exceptional telephone skills including active listening, verbal communication, and empathy

  • Ability to multi-task between telephone and personal communication tasks

  • Competent with Microsoft Office Suite

  • Salesforce or CRM experience

  • Basic keyboard and 10-key skills

  • Accounting/Payroll software knowledge is a plus

  • Genesys Phone and Teams experience is a plus

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