Intake Specialist

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

📋 Description

• Independently manage a high volume of calls and messages while seamlessly transitioning between tasks.

• Quickly engage new inbound leads through phone, text, and email communication.

• Utilize lead management software to oversee and track the prospect pipeline.

• Schedule and conduct comprehensive phone interviews to evaluate case potential.

• Qualify and onboard potential clients, addressing objections with a customer-focused soft sales technique.

• Execute new client intake and onboarding using lead management software.

• Provide support to callers 7 days a week as part of the intake team.

⛳️ Requirements

• A minimum of 2 years of experience in sales, customer success, account management, or client onboarding (required).

• At least 1 year of recent experience in a fast-paced office setting (required).

• Fluency in Spanish (preferred).

• Proven track record of surpassing goals and metrics (preferred).

• Experience in professional services or B2C (preferred).

• An Associate's degree or higher (preferred).

• Capability to manage emotional conversations with empathy and composure.

• Skill in interpreting emotional discussions and identifying underlying issues.

• Ability to balance multiple priorities in a dynamic environment.

🏝️ Benefits

• Approximately 20 hours per week following training.

• Flexible 4-hour shifts during weekdays.

• Remote work option as indicated by the role title.

• No cold calling is required.