Bilingual Client Intake & CRM Specialist

DailyRemote; United States; Remote; USD 40,000 - 60,000; Full time

Job summary

DailyRemote is seeking a Bilingual Client Intake Coordinator in the United States to be the first point of contact for clients, answer calls, conduct intakes, and schedule consultations with professionalism and empathy.

In this role you will manage lead information in the CRM, process payments, and provide regular activity reports to the sales and support teams to help improve service delivery and outcomes.

Qualifications

• Answer calls, conduct client intakes and schedule consultations.
• Manage lead information in CRM, process payments, and provide reports.

Responsibilities

• Answer calls, conduct intakes and schedule consultations.
• Manage lead information in CRM, process payments, and provide reports.

Job description

DailyRemote is seeking a Bilingual Client Intake Coordinator in the United States to be the first point of contact for clients, answer calls, conduct intakes, and schedule consultations with professionalism and empathy.

In this role you will manage lead information in the CRM, process payments, and provide regular activity reports to the sales and support teams to help improve service delivery and outcomes.