Remote Intake Specialist

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