Bilingual Intake Specialist - Remote Client Advocate

Globaltize; United States; A distancia; USD 52.000 - 76.000; Jornada completa

Descripción de la vacante

Globaltize is seeking a Bilingual Intake Specialist (English/Spanish) to support a U.S.-based legal team. You will guide warm leads through the initial intake, address concerns, and set up attorney consultations.

The role emphasizes empathy, clear communication, and CRM proficiency as you maintain records and manage the client pipeline. Prior experience in customer service or intake is preferred.

Formación

• Fluent in English and Spanish.
• 3+ years in customer service, intake, sales, or related roles.
• Experience handling objections and guiding prospects to the next step.
• Tech-savvy with CRM and communications platforms.

Responsabilidades

• Respond promptly to warm leads from campaigns and referrals.
• Follow up with prospective clients during the intake process.
• Build trust with empathetic, conversational communication.
• Address questions and objections, communicating the value of the services.
• Guide clients toward scheduling an attorney consultation.
• Maintain records of conversations, leads, and follow-ups.
• Manage client information and pipeline updates using CRM tools.

Conocimientos

Bilingual English/Spanish

Customer service

Lead conversion

CRM proficiency

Communication

Empathy

Herramientas

Lawmatics

Dialpad

CRM

Descripción del empleo

Globaltize is seeking a Bilingual Intake Specialist (English/Spanish) to support a U.S.-based legal team. You will guide warm leads through the initial intake, address concerns, and set up attorney consultations.

The role emphasizes empathy, clear communication, and CRM proficiency as you maintain records and manage the client pipeline. Prior experience in customer service or intake is preferred.