Client Intake and Data Entry Specialist

This is a fully remote position, open to applicants in Argentina, +3 more countries.

📋 Description

• Oversee and refresh CRM systems to ensure client records are accurate.

• Assess clients according to predefined criteria to guarantee suitable service alignment.

• Fill out and process necessary forms as required.

• Perform intake and data entry tasks with precision and efficiency.

• Manage incoming calls, offering professional support to clients.

• Conduct follow-ups with clients to confirm satisfaction and address any inquiries.

• Average handling of over 16 inbound and outbound calls.

⛳️ Requirements

• Proficiency in both English and Spanish is required.

• Strong organizational capabilities and meticulous attention to detail.

• Outstanding communication and interpersonal skills.

• Experience in customer service with an emphasis on empathy and patience.

• Capability to work independently as well as collaboratively within a team.

• Sales experience preferred but not essential (minimum of 1.5 years).

• Must be available to work from 9:00 AM to 5:00 PM Mountain Standard Time.

🏝️ Benefits

• Opportunity for remote work.

• Recognized as a Great Place to Work certified employer.

• Guidance from recruiters throughout the application process.