Role Type: Virtual Assistant (VA) Duration: Short-term/Seasonal (At least 2–3 months to get through the busy season), starting ASAP. Primary Focus: High-level phone support, lead coordination, and permit processing. Technical Skills: Experience with ServiceTitan (specifically entering inbound leads, booking estimate appointments, and navigating job packets) is highly preferred. Responsibilities: Key Responsibilities Phone Support & Customer Intake • Secondary Phone Coverage: Serve as the second line for incoming phone calls—managing incoming lead calls, answering basic questions, and routing inquiries to the correct team member. • Appointment Scheduling: Book and coordinate estimate appointments for customers. **** Permit Processing (Yutka Fence) • Documentation & Submission: Read, understand, and compile required application materials based on varying municipality regulations. Submit permits correctly through different online municipal portals. • Basic Drafting: Create basic fence layout drawings using Adobe Acrobat. • Agency Coordination: Manage ongoing email communication with various permit offices to track approvals and resolve issues. **** Administration & Collaboration • Sales Team Alignment: Communicate effectively with the sales team to fully understand the scope of work for each project, ensuring permits are approved accurately. • General Admin: Complete repetitive administrative tasks during downtime when not handling phone calls or permits. Qualifications: Required Qualifications & Skills Communication & Language Skills • Spoken English: Clear, accent-free English with a strong phone presence, professional etiquette, and empathy for managing inbound lead calls. • Written English: Exceptional written communication skills for drafting professional emails to municipal offices and internal staff. • Accent-Free English: Must speak clear, accent-free English (due to specific historical feedback from local callers). • Exceptional Verbal Skills: Strong phone presence, empathy, and professional etiquette for handling inbound leads. • Professional Written Communication: Clear and professional email writing skills for communicating with municipal offices and internal staff. Technical & Functional Expertise • CRM Systems: Experience with ServiceTitan (specifically entering inbound leads, booking estimate appointments, and navigating job packets) is highly preferred. • Adobe Acrobat: Proficiency in using Acrobat to create and edit basic fence layout drawings. • Digital Literacy: Tech-savvy skillset with the ability to quickly master and navigate multiple distinct online municipal web portals. • Tech-Savvy: Ability to quickly learn, navigate, and manage submissions across multiple municipality web portals. • Adobe Acrobat: Proficiency in using Acrobat to create or edit basic layout drawings. • High Attention to Detail: Critical for reviewing strict municipal permit requirements and avoiding application rejections. Core Competencies & Availability • Attention to Detail: A high level of precision is required to review strict municipal regulations and prevent permit application rejections. • Multitasking & Autonomy: Ability to balance phone support with administrative tasks during downtime while working effectively in a virtual environment. • Availability: Immediate availability to commit to a short-term, seasonal role for at least 2–3 months.
• Key ResponsibilitiesPhone Support & Customer Intake • Secondary Phone Coverage: Serve as the second line for incoming phone calls—managing incoming lead calls, answering basic questions, and routing inquiries to the correct team member. • Appointment Scheduling: Book and coordinate estimate appointments for customers. Permit Processing (Yutka Fence) • Documentation & Submission: Read, understand, and compile required application materials based on varying municipality regulations. Submit permits correctly through different online municipal portals. • Basic Drafting: Create basic fence layout drawings using Adobe Acrobat. • Agency Coordination: Manage ongoing email communication with various permit offices to track approvals and resolve issues. Administration & Collaboration • Sales Team Alignment: Communicate effectively with the sales team to fully understand the scope of work for each project, ensuring permits are approved accurately. • General Admin: Complete repetitive administrative tasks during downtime when not handling phone calls or permits.