Position Overview
We are seeking a highly organized, customer-focused Customer Service, Vendor Qualification & Intake Representative to support our growing operations across Canada. This hybrid role combines customer service, structured intake coordination, vendor pre-qualification, and appointment scheduling. You will provide exceptional customer support while guiding vendors through the onboarding and qualification process. You will handle inbound customer inquiries, conduct outbound vendor qualification calls, gather and verify required information and documentation, coordinate appointments, and maintain accurate CRM records. Success in this role requires excellent communication skills, attention to detail, confidence on the phone, and the ability to manage multiple workflows in a fast-paced remote environment.

Key Responsibilities
Customer Service & Intake

Handle inbound customer calls with professionalism, empathy, and efficiency.

Assess customer needs and accurately complete the service intake process.

Gather and verify customer, property, or service-related information.

Explain services, timelines, and next steps clearly and professionally.

Coordinate with dispatch, operations, and internal teams to facilitate timely service delivery.

Escalate complex customer issues when appropriate.

Properly categorize, document, and close customer interactions.

Vendor Qualification & Appointment Setting

Contact vendors via phone and email to introduce partnership opportunities.

Conduct vendor pre-qualification interviews to assess capabilities, eligibility, and compliance requirements.

Guide vendors through onboarding requirements and documentation.

Collect, verify, and organize vendor documentation for qualification and government funding opportunities.

Schedule appointments and follow-up meetings with qualified vendors and internal stakeholders.

Monitor vendor pipelines and ensure timely follow-ups.

Escalate compliance or eligibility questions to the appropriate internal teams.

Administrative & CRM

Maintain accurate CRM records for both customers and vendors.

Update interaction notes, documentation, and workflow statuses promptly.

Coordinate closely with Operations, Compliance, Legal,



Vendor Management, and Customer Success teams.

Follow established procedures while maintaining exceptional service quality and professionalism.

Ensure all communications and documentation meet company quality and compliance standards.

Call Profile

Combination of inbound customer service and outbound vendor qualification calls

Customer intake coordination

Appointment scheduling and follow-up

Professional English communication

Fast-paced environment requiring organization, professionalism, and attention to detail

Qualifications
Required

Native or near-native English proficiency (spoken and written).

2+ years of experience in customer service, appointment setting, intake coordination, vendor relations, business development, inside sales, or call center environments.

Excellent verbal and written communication skills.

Strong active listening and relationship-building abilities.

Comfortable making outbound calls while confidently handling inbound inquiries.

Strong organizational skills with excellent attention to detail.

Experience using CRM platforms and managing multiple workflows simultaneously.

Ability to remain calm and professional under pressure.

Reliable high-speed internet and a professional remote work environment.

Preferred

Experience supporting Canadian customers or vendors.

Experience with vendor onboarding or vendor management.

Knowledge of Canadian or U.S. government procurement, vendor registration, or compliance processes.

Experience supporting Business-to-Government (B2G) or Business-to-Business (B2B) initiatives.

Familiarity with procurement platforms such as Sweetspot, MERX, or similar vendor management systems.

Background in procurement, compliance, restoration, insurance, dispatch, property management, healthcare, government contracting,



or public sector services.

Education & Experience

Bachelor’s degree in Business Administration, Public Administration, Supply Chain Management, Communications, or a related field is considered an asset.

Minimum of 3 years of experience in customer service, vendor qualification, appointment setting, intake coordination, procurement support, business development, or related customer-facing roles.

Experience working with government-funded projects or vendor ecosystems is a strong advantage.

Core Competencies

Customer service excellence

Vendor relationship management

Consultative communication

Active listening

Structured intake and information gathering

Appointment setting and follow-up

Attention to detail

Organization and time management

CRM accuracy and documentation

Problem-solving and critical thinking

Adaptability in quick-paced environments

Accountability and initiative

Compensation & Growth

Competitive hourly compensation

Explicit KPIs and measurable performance expectations

Ongoing coaching, training, and professional development

Career Growth Opportunities

Senior Customer Success Representative

Vendor Relations Specialist

Business Development Specialist

Compliance Coordinator

Operations Support

Team Lead

Quality Assurance

Training & Onboarding

What Success Looks Like

Exceptional customer experience.

High-quality vendor qualification and onboarding.

Strong appointment conversion and follow-up rates.

Accurate, complete, and timely CRM documentation.

Efficient collaboration with cross-functional teams.

Consistent adherence to company procedures and compliance standards.

High productivity and responsiveness in a fast-paced environment.

Who This Role Is For
This role is ideal for professionals who enjoy helping customers, building relationships, and communicating with confidence. If you thrive in a structured, fast-paced environment and can seamlessly balance customer service, intake coordination, vendor qualification, and appointment scheduling while maintaining exceptional attention to detail, we’d love to hear from you.

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📌 Customer Service, Vendor Qualification & Intake Representative (Ontario)
🏢 Thefvg
📍 Ontario