Remote Intake Specialist

Job Summary

A company is looking for an Intake Specialist to join their sales team remotely.

Key Responsibilities

• Respond to inquiries via email, chat, and web forms, providing information about services and setting expectations for the intake process
• Manage client records in the CRM, conduct conflict checks, and facilitate retainer fee transactions
• Schedule meetings and initial consultations for attorneys, follow up with potential clients, and participate in weekly intake meetings

Required Qualifications

• 2-5 years of experience in sales, customer service, or a related field
• Experience in legal intake or client service roles is a plus
• Proficiency with Apple products and CRM systems, with a typing speed of 50 WPM or higher
• Strong organizational skills and the ability to prioritize multiple tasks in a fast-paced environment
• Client-focused mindset dedicated to delivering exceptional service