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Title: Independent Contractor – CPT-11370 Customer Service & Operations Coordinator/Business Support VA/Junior-Advanced Level (Remote).
Overview
20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.
An established electrical contractor serving residential and commercial customers in Ottawa, Canada is seeking a full-time Customer Service & Operations Coordinator to provide front-office customer service and back-office administrative support.
The VA will provide consistent phone coverage throughout the business day, receive and process new leads, gather customer information, coordinate sales appointments and site visits, and follow up with customers throughout the service process. The role will also support repeatable operational workflows such as permit applications and final inspection coordination.
The client is primarily seeking a candidate with strong customer service and administrative/office support experience. Previous construction or home services experience is a plus but is not required, as the client is prepared to train the VA on its electrical-specific processes and terminology.
The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.
Scope of Services
Contractors will be required to provide services that align with the following client tasks:
Customer Service & Lead Management
Answer inbound customer calls throughout the scheduled shift
Receive and process new leads from phone, email, and online submissions
Gather initial customer and project information
Follow up with customers to collect additional information when required
Maintain accurate customer and lead records
Provide professional and responsive customer service
Escalate technical electrical questions to the appropriate internal team member
Scheduling & Sales Coordination
Coordinate sales calls, site visits, and assessments
Schedule appointments based on sales team and customer availability
Follow up with new leads and prospective customers
Support outbound calling and appointment setting as the role develops
Maintain organized follow-up activities within company systems
Post-Service Customer Care
Follow up with customers after completed work
Thank customers for their business and confirm satisfaction
Request customer reviews using approved processes
Track outstanding post-service follow-ups
Escalate customer concerns when necessary
Permits & Inspection Coordination
Prepare and submit repeatable electrical permit applications following established procedures
Maintain accurate permit records and status information
Coordinate final inspections between customers and inspectors
Follow up on outstanding permit or inspection requirements
Maintain organized documentation for completed projects
Administrative Support
Perform general data entry and back-office administrative tasks
Maintain accurate information within Simpro and other company systems
Assist with email and documentation management
Support recurring operational workflows
Complete additional administrative projects as assigned
Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.
Skills
The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:
Previous customer service experience required
Administrative or back-office support experience required
Experience answering business phone lines and communicating directly with customers required
Scheduling or appointment coordination experience preferred
CRM or field service management software experience preferred
Construction, electrical contracting, home services, or project coordination experience is a plus but not required
Strong written and verbal English communication required
Native or near-native English speaking ability required
IDEAL CANDIDATE PROFILE
Excellent customer service and phone communication skills
Professional, friendly, and confident speaking with customers
Highly organized with strong follow-through
Comfortable balancing phone coverage with administrative work
Proactive and able to work independently
Detail-oriented when handling customer and permit information
Comfortable learning technical terminology and repeatable construction processes
Able to transition between customer-facing and back-office responsibilities throughout the day
APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED
Simpro (training provided)
Pipedrive (training provided)
Quo VoIP (training provided)
Microsoft Outlook
Microsoft 365
Slack
CRM / Field Service Management Platforms
Work Schedule
Contracted Hours per Week: 40 Hours
Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
Daily Working Time: 8:00 AM – 4:00 PM EST
Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.
Terms of Engagement
Contractors will operate under a Master Services Agreement and a Statement of Work
This is not an offer of employment; contractors are not employees of 20four7VA or any client
All compensation is processed through 20four7VA according to the terms of the engagement
Role Summary & Requirements
REQUIRED SERVICE: Business Support
REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior, and Advanced Level
Contracted Hours per Week: 40 hours/week
Daily Working Time: 8:00 AM – 4:00 PM EST
Scheduled Working Days: Monday-Friday
REPORTING TO/POC: To Be Determined
Number of VAs: 1
GENDER PREFERENCE: None
LANGUAGES SPOKEN/PREFERENCE: English
ACCENT PREFERENCE: Level A-B (Native or Near-Native English-Speaking Accent Required)