Intake and Scheduling Specialist

📋 Description

• Serve as an initial point of contact for prospective clients, creating a welcoming, professional
• Handle approximately 30 incoming calls per day while maintaining accuracy, professionalism, and
• Qualify prospective leads according to established internal criteria and determine whether they
• Gather relevant client and lead information and accurately enter all details into the CRM
• Transfer qualified leads to the appropriate department, particularly the sales team, ensuring
• Follow up with potential leads from previous days to maintain engagement and support conversion

🎯 Requirements

• Strong command of both English and Spanish, with the ability to communicate clearly and
• Previous experience in intake, customer service, call center, lead qualification, scheduling, sales
• Knowledge of legal terminology is required or strongly preferred
• Excellent interpersonal and communication skills, with an empathetic and approachable communication
• Strong attention to detail and accuracy when gathering, documenting, and updating client information
• Ability to remain organized and focused while handling a high volume of calls and follow-up

🎁 Benefits

• Performance bonuses
• Paid time off
• Parental leave
• Professional development and training opportunities
• 100% remote, home-based work environment
• Full-time, long-term career opportunities