Client Intake Coordinator

This is a fully remote position, open to applicants in Brazil, +1 more country.

📋 Description

• Act as the primary contact for potential clients.

• Interact with new inquiries and swiftly address leads.

• Assist prospective clients during the early phases of their journey.

• Assess inquiries to determine qualified and viable prospective clients and identify those needing alternative assistance.

• Answer incoming calls and follow up with new leads from website forms and social media within the firm's five-minute target.

• Maintain accurate and up-to-date records of leads and relevant information in the CRM.

• Arrange free consultations for qualified prospects using the cloud-based calendar or transfer calls as needed.

• Manage and follow up on the existing prospective-client pipeline, including individuals who have already had consultations.

⛳️ Requirements

• Prior experience in intake.

• Strong problem-solving skills.

• Sales-oriented experience or sales acumen.

• Comfortable with phone interactions.

• Excellent communication skills and empathy, with the ability to establish rapport and support distressed or vulnerable callers.

• Impeccable attention to detail and a methodical work approach.

• Strong organizational and time management abilities.

• Professional and comfortable in phone communication.

• Honest and trustworthy.

• Proficiency in the English language.

• Availability to work from 7:00 AM to 4:00 PM PST, Monday through Friday.

• Must successfully complete all stages of the application process.

🏝️ Benefits

• Opportunity to work remotely.

• Environment certified as a Great Place to Work.