Intake Specialist

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.
• Excellent written and verbal communication.
• Strong multitasking ability and attention to detail.

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.
• Set up and confirm consultations.
• Ensure collection of all necessary documentation.
• Follow up post-consultation to ascertain decisions.
• Log calls, consultations, and interactions in the CRM.
• Maintain accurate records and generate performance reports.
• Own and refine the Intake System.
• Design marketing materials and social media campaigns.
• Engage prospective clients via social platforms.

Conocimientos

Client intake experience

Customer service

Sales experience

CRM proficiency

Communication

Multitasking

Attention to detail

Herramientas

Lawmatics

Clio

Canva

Hootsuite

Descripción del empleo

Job Title: Intake Specialist

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About the Company

Our Client is a forward-thinking law firm dedicated to providing top-tier legal services in estate planning, estate administration, and estate litigation. They’re committed to innovation, excellence, and client-centered solutions to ensure every client’s best possible experience.

Job Description

The Intake Specialist serves as the first point of contact for prospective clients (PNCs), managing lead qualification, scheduling consultations, and maintaining client records while supporting the firm’s sales and referral processes.

Responsibilities

• Conduct initial screenings to assess potential new clients.
• Identify and refer unqualified leads appropriately.
• Follow up with qualified leads to complete intake steps.
• Set up and confirm consultations.
• Ensure collection of all necessary documentation.
• Follow up post-consultation to ascertain decisions.
• Log calls, consultations, and interactions in the CRM.
• Maintain accurate records and generate performance reports.

Compliance & Risk Management

• Document client interactions meticulously.
• Develop and optimize client follow-up sequences.
• Own and refine the Intake System.
• Design marketing materials and social media campaigns.
• Engage prospective clients via social platforms.

Required Experience and Qualifications

• ≥1 year in client intake, customer service, or sales at a US firm.
• Proficiency with CRM and scheduling tools.
• Must have previous experience with Clio or Lawmatics Software.
• Excellent written and verbal communication.
• Strong multitasking ability and attention to detail.

Preferred Skills

• Canva and Hootsuite proficiency.

Personality

• Self-driven, organized, and detail-oriented.
• Proactive “figure it out and get it done” attitude.
• Strong memory for processes and procedures.

Software & Tools

• CRM: Lawmatics or Clio.
• Language proficiency: C2, Native, C2.

Schedule

• 9-5 EST - Fixed Schedule with lunch break.
• Working hours: 9 - 5 EST with lunch time - 35 hours a week.

Salary and Benefits

• Payment in USD or Local Currency according to candidate's preference.
• Paid holidays: Canadian statutory holidays.
• 35 hours per week with a lunch break.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Customer Service

Industries

• Law Practice