Estate Law Intake Specialist — CRM-Driven, 9-5 EST

Virtustant; México; A distancia; MXN 544.000 - 885.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid holidays

Fixed schedule with lunch break

Descripción de la vacante

A forward-thinking law firm is seeking an Intake Specialist to manage client interactions, conduct screenings, and maintain records. The ideal candidate will have at least one year of experience in client intake or customer service, proficiency with CRM tools, and excellent communication skills. The position offers a full-time schedule, with 35 hours a week, and payment in USD or local currency as preferred.

Formación

• Minimum 1 year in client intake, customer service, or sales.
• Proficiency with CRM and scheduling tools.
• Excellent written and verbal communication skills.

Responsabilidades

• Conduct initial screenings to assess potential new clients.
• Follow up with qualified leads to complete intake steps.
• Log calls, consultations, and interactions in the CRM.

Conocimientos

Client intake experience

Customer service

Sales experience

CRM proficiency

Communication

Multitasking

Attention to detail

Herramientas

Lawmatics

Clio

Canva

Hootsuite

Descripción del empleo

A forward-thinking law firm is seeking an Intake Specialist to manage client interactions, conduct screenings, and maintain records. The ideal candidate will have at least one year of experience in client intake or customer service, proficiency with CRM tools, and excellent communication skills. The position offers a full-time schedule, with 35 hours a week, and payment in USD or local currency as preferred.