Intake and Scheduling Specialist
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Job Description
Bilingual intake specialist handling prospective-client calls, lead qualification, CRM documentation, and sales appointments. Supporting US-based legal employers through efficient, professional intake operations.
Responsibilities:
- Serve as the first point of contact for prospective clients
- Manage incoming calls and gather important information
- Transfer qualified leads to the sales team
- Qualify leads based on internal firm criteria
- Gather and enter relevant lead information into the CRM
- Handle approximately 30 incoming calls per day
- Follow up on potential leads from the previous day
- Add contacts to the CRM
- Set appointments for the sales team
- Ensure leads are accurately documented and routed to the appropriate team
- Coordinate appointments and maintain an efficient intake process
Requirements:
- Good command of English and Spanish
- Knowledge of legal terms
- Empathetic and clear communication
- Strong attention to detail and professionalism
- Ability to manage a high volume of daily calls
- Ability to work 9:00 AM–6:00 PM EST/EDT (United States of America)
- Must successfully pass each stage of the application process
Benefits:
- Remote job opportunity
- Great Place to Work Certification environment
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