Intake Specialist – Client Intake and Lead Management

This is a fully remote position, open to applicants in Honduras, +6 more countries.

📋 Description

• Create precise, organized, and comprehensive summaries of intake discussions.

• Conduct intake calls to gather vital information regarding potential cases.

• Contact prospective clients to collect pertinent information and evaluate their initial needs.

• Handle incoming leads via phone calls and email correspondence.

• Adjust to new workflows and utilize feedback to enhance efficiency and accuracy.

• Track pending leads and consistently follow up to prevent missed opportunities.

• Reconnect with prospective clients to acquire missing information and sustain engagement.

• Input new leads and update existing entries in Lead Docket.

• Adhere to established protocols for managing client information and ensuring confidentiality.

• Utilize VXT, Microsoft Teams, Outlook, Calendly, Lead Docket, and VPN tools to facilitate daily operations.

• Coordinate communications and relevant updates with clients as necessary.

• Ensure lead information is complete, accurate, and well-documented.

• Organize and prioritize leads for the client's review and screening process.

⛳️ Requirements

• Availability Monday through Friday, 8:00 AM to 5:00 PM or 9:00 AM to 6:00 PM EST.

• Bilingual in English and Spanish is preferred.

• Previous experience in client intake, customer service, administrative support, or a legal setting is preferred.

• Familiarity with CRM systems and the ability to quickly learn new software and workflows.

• Experience in a legal services environment requiring professionalism, confidentiality, empathy, and precise documentation.

• Approximately 6 to 15 calls to be made daily.

• Strong verbal and written communication skills in English; Spanish proficiency is preferred.

• High attention to detail and accuracy in documenting information.

• Excellent organizational and time management abilities.

• Capability to manage multiple priorities while maintaining consistent follow-up.

• Familiarity with CRM systems and lead management techniques.

• Strong active listening and information gathering skills.

• Persistence and initiative in contacting and following up with potential clients.

• Ability to rapidly learn new software, systems, and procedures.

• Skill in summarizing intake conversations clearly and accurately.

• Professional telephone etiquette and email communication abilities.

• Capability to follow instructions, accept feedback, and work effectively under supervision.

• Commitment to maintaining confidentiality and appropriately handling sensitive information.

🏝️ Benefits

• Remote job opportunity.

• Great Place to Work Certification workplace.