Sales-Driven Legal Intake Specialist

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

📋 Description

• Provide a professional and smooth intake experience that adheres to brand standards.

• Facilitate a seamless transition from intake to the legal team.

• Organize consultations between potential clients and attorneys.

• Maintain consistent follow-up with prospects to turn consultations into retained clients.

• Evaluate and qualify leads according to established criteria and urgency.

• Engage in initial intake discussions with a sales-focused approach.

• Respond to inbound calls, emails, and digital inquiries from potential clients.

• Compose and dispatch intake and follow-up email communications.

• Monitor communication history, lead status, and conversion phases.

• Keep accurate and current lead and client records in HubSpot CRM.

• Oversee calendars and coordinate availability for intake calls and consultations.

⛳️ Requirements

• Full-time, remote position.

• Work schedule must align with Eastern Standard Time (EST).

• Proficiency in English is required; bilingual skills are preferred.

• Experience in sales-driven legal intake or client-facing roles is necessary.

• Ability to thrive in a high-volume inbound and outbound communication environment.

• Required software and tools include:

• HubSpot CRM.

• Email and calendar management tools.

• VoIP or call management systems.

🏝️ 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.