Intake Specialist

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

📋 Description

• Operate autonomously to manage a substantial volume of calls and messages, seamlessly transitioning between tasks.

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

• Oversee and monitor the prospect pipeline utilizing lead management software.

• Schedule and perform thorough phone interviews to evaluate case potential.

• Qualify and enroll prospective clients, including addressing objections using a customer-focused soft sales technique.

• Execute new client intake and onboarding processes within lead management software.

• Fulfill staffing availability requirements – currently looking for coverage from Wednesday to Sunday between 9:30am-6pm, following an in-office training period during business hours, Monday to Friday from 8:30am-5pm. This position is fully remote.

⛳️ Requirements

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

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

• Fluency in Spanish (preferred).

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

• Experience in professional services or B2C (preferred).

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

🏝️ Benefits

• A guaranteed full-time salary of $25-$30 per hour.

• Quarterly bonuses based on performance.

• 401(k) plan with a 4% match after one year of employment.

• Comprehensive health, vision, and dental insurance fully covered by the employer (additional buy-up options available).

• Three weeks of paid time off (PTO) in the first year, with uncapped PTO starting in the fourth year.

• Access to an Employee Assistance Program.

• Participation in the Commuter/Metro Card Program.