Operations & Customer Success Coordinator

 
We are a staffing agency recruiting on behalf of a fast-growing, family-owned roofing company based in Raleigh, North Carolina. Built on a philosophy of honesty, education, and exceptional customer service, the company is looking for a proactive Virtual Operations & Customer Success Coordinator to become the operational backbone of the business.
As the first point of contact for homeowners, you will play a vital role in creating an outstanding customer experience while supporting the day-to-day operations of a growing business. From responding to customer enquiries and scheduling inspections to maintaining accurate CRM records, coordinating projects, and supporting marketing initiatives, you'll ensure every customer journey runs smoothly from first contact through project completion.
This is an excellent opportunity for someone who enjoys taking ownership, thrives in a fast-paced environment, and wants to grow into a future Operations Manager as the business continues to expand.

Key Responsibilities
CUSTOMER COMMUNICATION & LEAD COORDINATION
Serve as the first point of contact for homeowners via phone, email, and text
Respond professionally to customer enquiries while delivering exceptional customer service
Qualify incoming leads and gather relevant information
Schedule roof inspections and appointments
Follow up with prospective customers and maintain consistent communication
Ensure every customer interaction is accurately documented within the CRM
OPERATIONS & PROJECT COORDINATION
Maintain accurate CRM records and digital customer files
Prepare and track permits and project documentation
Coordinate inspections, warranties, and administrative workflows
Support vendor coordination and day-to-day operational activities
Assist with reporting and operational tracking
Help improve internal processes and maintain organised documentation
ADMINISTRATIVE SUPPORT
Manage calendars and scheduling
Coordinate customer communications throughout the project lifecycle
Maintai...