Scheduler – Customer & Staff Appointment Coordinator

About the role

We are looking for an organized, detail‑oriented Scheduler to act as the primary point of contact for our clients and staff. In this role you will manage end‑to‑end appointment scheduling and audit coordination, ensuring smooth operations with minimal supervision.

Key responsibilities

• Speak with customers by phone to schedule, remind and follow up on appointments.
• Email clients as the first point of contact, providing all necessary audit information.
• Add, cancel or modify appointments according to requests.
• Explain audit processes, answer related questions and handle required paperwork.
• Resolve appointment conflicts for staff and customers.
• Arrange staff coverage to maintain operational standards.
• Produce and process schedules and reports for administrative staff, customers or clients.
• Enter all updates into the company CRM and maintain accurate records.
• Achieve daily contact goals through calls and emails.

Required profile

• High school diploma or equivalent.
• Strong general math and data‑handling abilities.
• Excellent communication and customer‑service skills.
• Ability to multitask, solve problems quickly and work proactively with little supervision.
• Kind, detail‑focused and able to accommodate scheduling needs of customers, clients or staff.

Required skills

• Proficiency with a company CRM for data entry and schedule management.
• Computer competency for creating reports and schedules.