Client Experience Specialist

This is a fully remote position, open to applicants in Honduras, +6 more countries.

📋 Description

• Monitor and update lead activities to aid in reporting and business development initiatives.

• Organize appointments and scheduling via Calendly.

• Assist with the client intake process from the first point of contact through the qualification stage.

• Ensure lead records and data remain accurate and up-to-date.

• Manage and revise client information within Lawmatics and Clio.

• Address initial client inquiries with professionalism and empathy.

• Evaluate incoming leads based on predefined criteria.

• Oversee and manage potential client leads obtained through call answering services.

• Uphold professionalism and exceptional customer service in all interactions.

• Support social media inquiries and communications from incoming prospects.

• Utilize Google Workspace for daily communications and record-keeping.

• Monitor and reply to communications from prospective clients.

• Follow up with potential clients to sustain engagement and enhance conversion rates.

⛳️ Requirements

• Minimum of 1 year experience as an Intake Specialist.

• Familiarity with CRM systems and lead management tools.

• Proven experience in handling customer inquiries and delivering outstanding customer service.

• Capability to manage multiple prospects while ensuring consistent follow-ups.

• Comfort in utilizing social media platforms and engaging in online communications.

• Strong background in customer service.

• Excellent verbal and written communication skills in both English and Spanish.

• Experience in lead qualification and intake management.

• Proficient in Google Workspace.

• Skills in CRM management.

• Strong organizational and time management skills.

• Keen attention to detail.

• Empathetic and client-focused approach.

• Resilient and adaptable mindset.

• Professional and courteous demeanor.

• Proficiency in social media platforms.

• Ability to work independently.

• Strong follow-through and accountability.

• Remote position operating in Eastern Standard Time (EST).

• Work hours from Monday to Friday.

• Moderate to high expected call volume.

• Required tools include Clio, Lawmatics, Dialpad, Google Workspace, and Calendly.

🏝️ Benefits

• Opportunity to work remotely.

• Recognition as a Great Place to Work Certified workplace.