Virtual Estimator

Virtual Surveyor 

Overview

The Virtual Surveyor is responsible for conducting scheduled virtual surveys with a strong focus on accuracy, quality, and customer experience. This role plays a critical part in ensuring precise estimates while delivering a professional and seamless experience for customers.

Key Responsibilities

• Perform virtual surveys as scheduled, ensuring accuracy and completeness
• Deliver a high level of customer service throughout each interaction
• Communicate clearly and professionally with customers to gather all necessary information
• Build trust and confidence through a polished and professional presence
• Demonstrate empathy and responsiveness to customer needs
• Maintain detailed and accurate records of all interactions
• Document correspondence, notes, and survey details in Converge and HubSpot
• Ensure all required information is captured to support accurate estimates and operations

What We’re Looking For

• Strong communication and interpersonal skills
• High attention to detail and accuracy
• Reliable, organized, and able to manage scheduled appointments
• Professional presence and customer-focused mindset
• Comfortable using technology and CRM systems (Converge, HubSpot preferred)
• Ability to work independently and stay accountable

Success in This Role Looks Like

• Accurate, complete, and timely virtual surveys
• Positive customer experience and feedback
• Clear, consistent documentation in systems
• Strong communication and follow-through