Receptionist / Appointment Coordinator
ABOUT THIS ROLE
The Receptionist / Appointment Coordinator position requires top-notch customer service skills, a genuine passion for client satisfaction, well-developed attention to detail, a warm and inviting phone voice, the ability to compose emails with a sincere and intelligent written voice, a strong ability to maintain composure and energy in the midst of frequent context switching throughout the day. This position is classified as Full-Time/Non-Exempt.
AS THE RECEPTIONIST & APPOINTMENT COORDINATOR, YOU WILL ...
- Answer and route incoming calls to the appropriate person or department.
- Communicate via email to confirm, schedule, reschedule and cancel client appointments.
- Establish and update client account information in SalesForce (CRM).
- Prepare and maintain client files (digital and paper) for client-facing team members.
- Provide supportive assistance for various office management tasks.
- Manage occasional projects as assigned.
- Welcome clients with genuine hospitality, offer refreshments, and make the best first impression possible!
AS THE RECEPTIONIST & APPOINTMENT COORDINATOR, YOU ARE ...
- A Skilled Communicator: Emotionally intelligent, friendly, a strong writer, and comfortable on the phone.
- Diligent: You exemplify hard work with a personal sense of ownership over essential, role-based duties.
- Proficient: MS Office, Google Workspace, SalesForce, Slack, VOIP, Copy/Scanner/Fax Machines.
- Organized: You love when things are handled thoroughly, carefully, and efficiently.
- A Problem Solver: A critical thinker who loves figuring out solutions when they aren’t immediately obvious.
- Dependable: Punctual and professional; polished interpersonal and presentation competencies.
- A Multitasker: Able to properly prioritize and manage multiple tasks simultaneously.
- An Awesome Human Being: You’re positive and upbeat, kind and friendly with a humble attitude.
BENEFITS
- Vacation: 4 weeks/year (3 weeks year one); roll over up to 40 hours per year or cash out your balance!
- Bonus: Annualized bonus issued on a quarterly basis
- Insurance: 100% coverage medical, dental, vision, life, ADD&D, LTD
- 401K: 4% match with 5% contribution, in addition to annual profit sharing distribution
- Fun: Quarterly team-building events with awesome co-workers!
Compensation is thoughtfully determined according to candidate experience and current third-party comp reports. Primary office hours are 9:00 am to 5:30 pm, Mon-Fri. This position is classified as Full-Time/Non-Exempt.