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Legal & Sales Intake Specialist
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Job Description
- Req#: R-103217
- Coordinate with internal team members to support client onboarding
- Conduct initial client intakes with empathy and clarity
- Respond quickly and professionally to new intake leads
- Maintain accurate records within the CRM
- Track and report intake activity during slower call periods
- Follow up with potential clients to maintain engagement
- Manage inbound and outbound calls throughout the workday
For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.
As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022!
Job Description:
At Job Duck, we are looking for a dedicated Intake Specialist who will serve as the first point of contact for potential clients and play a critical role in the firm's growth. In this role, you will manage a high volume of inbound and outbound calls, respond promptly to intake leads, and ensure every caller feels heard, supported, and guided. Your day to day work will directly impact client satisfaction and conversion by balancing empathy with a results driven approach. This position is ideal for someone who thrives in fast paced environments, understands the importance of urgency, and enjoys contributing to both client experience and operational efficiency.
• Compensation Range: $1142 USD - $1220 USD
Responsibilities include, but are not limited to:
Qualify leads using a sales minded approach
Requirements:
• Time Zone: Pacific Standard Time PST
• Work Schedule: Full time aligned with PST business hours 8:00 AM to 5:00 PM
Required Software and Tools:
• Clio CRM
• Dialpad VoIP
• Outlook Email
• Outlook Calendar
• Simple Talk
• Google Sheets
Role Requirements:
• Strong English proficiency written and verbal
• Ability to manage approximately 45+ calls per day
• Comfortable handling a mix of inbound and outbound calls
• Capable of switching between call handling and administrative reporting during slower periods
Work Shift:
9:00 AM - 6:00 PM [PST][PDT] (United States of America)
Languages:
English, Spanish
Ready to dive in? Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.About the company
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