Intake & Engagement Specialist

This is a fully remote position, open to applicants in Argentina, +4 more states.

📋 Description

• Act as the initial point of contact for both potential and current clients.

• Keep comprehensive and precise records in the CRM system.

• Assess whether potential clients align with the firm's standards before arranging consultations.

• Make outbound calls to confirm and remind clients of their appointments, respond to client inquiries, and provide updates and information.

• Evaluate prospective clients by posing insightful follow-up and qualifying questions.

• Clarify the firm's consultation procedures and related fees.

• Accurately schedule appointments.

• Facilitate discussions to ascertain whether individuals are a suitable match for the firm.

⛳️ Requirements

• Prior experience in Receptionist, Client Services, Customer Service, or Administrative roles.

• Prior sales or consultative customer-facing experience is strongly preferred.

• Exceptional verbal and written communication skills in English.

• Strong active listening abilities.

• Comfortable with asking probing and qualifying questions.

• Highly organized with a keen attention to detail.

• Capable of multitasking in a fast-paced phone environment.

• Professional, personable, and empathetic demeanor.

• Confident in working independently.

• Documents and application forms must be in English.

• Resume must be submitted in .DOC format.

🏝️ Benefits

• Competitive salary.

• Paid Time Off.

• Bonuses.

• 100% remote/home-based position.

• Full-time, long-term career opportunities.

• Parental Leave.

• Professional development and training.

• Dedicated team support.

• Alignment with our clients' core values.