Remote Jobs
V104 - Intake Specialist | Client Retainer & Engagement Specialist
This job is now closed
Job Description
- Req#: R-102755
Employer Industry: Virtual Staffing for Legal Services
Why consider this job opportunity:
- Monthly compensation ranging from $1,150 to $1,220
- Opportunity to work from home, providing flexibility in your work environment
- Supportive and empathetic company culture focused on client satisfaction
- Chance to develop persuasive communication and sales skills in a legal context
- Engage with warm leads and help clients navigate important legal processes
What to Expect (Job Responsibilities):
- Manage warm leads and convert them into retained clients or paid consultations
- Qualify and nurture leads through consistent follow-up and communication
- Explain the firm's services and guide potential clients through the intake process
- Send and manage retainer agreements while maintaining accurate CRM records
- Ensure a professional, empathetic, and supportive experience for potential clients
What is Required (Qualifications):
- 1-2 years of experience in sales, customer service, or client intake roles, preferably in a legal or professional services environment
- Strong proficiency in CRM systems, specifically HubSpot, with familiarity in similar platforms
- Excellent spoken and written English communication skills
- Comfortable conducting client calls via Zoom or similar video conferencing tools
- Highly organized, detail-oriented, and able to manage multiple leads simultaneously
How to Stand Out (Preferred Qualifications):
- Experience in a legal or professional services environment
- Familiarity with additional CRM platforms such as Pipedrive or Salesforce
- Bilingual in English and Spanish
#VirtualStaffing #LegalServices #SalesOpportunity #RemoteWork #ClientEngagement
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