Intake Specialist

atSuperStaffRemoteCO flagColombiaFull-timeIntake SpecialistMid-levelSeniorCOP 42M – COP 45M/year

Posted 6 days ago

This is a fully remote position, open to applicants in Colombia.

📋 Description

• Engage with leads to ascertain their qualifications by asking targeted questions to identify the ideal A+ client, address relevant legal issues, assess urgency and motivation, and uncover any potential conflicts of interest.

• Filter out unqualified leads using pre-established questions.

• Arrange initial consultations (sales calls) for qualified leads.

• Initiate the pre-engagement process for prospects scheduled for consultations, fostering excitement and urgency to enhance attendance rates.

• Assist every contact through consultations, referrals, or by providing free resources.

• Equip the salesperson with necessary information for effective consultations.

• Draft engagement agreements and manage follow-ups on signatures and payments.

• Maintain communication with leads and prospective clients who either do not schedule, attend, or finalize agreements after consultations.

• Update databases, reports, and spreadsheets to track calls, qualified leads, consultations, referral sources, and essential metrics.

• Act as the firm’s initial point of contact for potential new clients.

• Collaborate closely with the sales team and Firm Administrator under the supervision of an attorney.


⛳️ Requirements

• Proficient in both Spanish and English (spoken and written).

• Previous customer service experience is mandatory.

• Background in sales; must be energetic and professional.

• Familiarity with a CRM, especially in data tracking and reporting, is required.

• Education or work experience equivalent to a bachelor's degree. While a degree is beneficial, it is not a strict requirement.

• Understanding of the legal industry is a plus.

• Personal experience, including overcoming significant challenges or making crucial life changes, is advantageous.


🏝️ Benefits

• Schedule: Monday to Friday

• Work Modality: 100% Work from Home

• Job Security: Indefinite Term Contract (Término Indefinido)

• Full Benefits: Comprehensive Colombian legal benefits (Prima, Cesantías, EPS, etc.)

• Growth: Opportunity for advancement within a US immigration law firm

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