Client Engagement Associate

Advocate Technologies; United States; Remote; USD 45,000 - 75,000; Full time

Job summary

Advocate Technologies is seeking a dynamic Outreach & Intake Specialist to be the first contact for potential claimants. This remote role focuses on guiding new leads through initial information gathering and onboarding, converting interest into Advocate claimants.

Leverage Salesforce and ZenDesk to track interactions, maintain timely communications, and collaborate with the team to meet conversion goals while supporting a mission-driven organization.

Qualifications

• Proven experience in a high-volume outreach, sales, or customer engagement role.
• Excellent verbal and written communication skills with empathy.
• Strong interpersonal and persuasive abilities with goal orientation.
• Experience using CRM software (Salesforce preferred) and ZenDesk.
• Highly organized with strong attention to detail for tracking leads.
• Ability to work independently in a remote setting.
• Passionate about helping others and mission-driven work.

Responsibilities

• Act as the first point of contact for potential claimants via multiple channels.
• Conduct prompt outreach to new leads using established sequences.
• Articulate Advocate’s value proposition and answer FAQs to build trust.
• Guide leads through online onboarding and contract signing.
• Maintain accurate records of outreach and lead statuses in Salesforce.
• Identify leads that may not be eligible for services.
• Collaborate with team to meet lead conversion goals.
• Monitor intake lines for new client calls and texts.

Skills

High-volume outreach

Excellent communication

Empathy

Persuasion

Independent work

Tools

Salesforce

ZenDesk

Job description

Overview

At Advocate, our mission is to empower Americans to obtain the government support they’ve earned. Advocate aims to reduce long wait times and bureaucratic obstacles of the current government benefits application process by developing a unified intake system for the Social Security Administration, utilizing cutting-edge technologies such as artificial intelligence and machine learning, crossed with the knowledge and experience of our small team of EDPNA’s and case managers.

We are seeking a dynamic and persistent Outreach & Intake Specialist to be the crucial first point of contact for potential claimants. In this role, you will engage new leads, guide them through the initial information gathering and contract signing process via our Onboarding Flow, and effectively convert interested individuals into Advocate claimants. You’ll focus on initiating the claimant journey, ensuring potential claimants feel supported and informed from the very beginning. If you are results-oriented, possess excellent communication skills, and are passionate about helping people navigate complex processes, this role offers the opportunity to make a significant impact without managing ongoing case submissions.

Job Responsibilities

• Act as the first point of contact for potential claimants, managing inbound leads via phone, text, email and potentially other channels.
• Conduct prompt and persistent outreach to new leads (within 5 minutes) using tools like Salesforce and ZenDesk, following established contact sequences (calls, texts, voicemails).
• Clearly articulate Advocate’s value proposition and answer frequently asked questions to build trust and encourage engagement.
• Guide potential claimants through Advocate’s online Onboarding Flow, assisting them in providing necessary initial information and signing the representation contract.
• Communicate with LTD customers for assistance reaching potential CLs and status updates
• Maintain accurate and timely records of all outreach activities, claimant interactions, and lead statuses within Salesforce.
• Identify and appropriately handle leads who may not be eligible for services based on initial criteria.
• Collaborate with the team to meet and exceed lead conversion goals.
• Monitor Advocate’s Intake communication lines for new client calls and texts, responding appropriately.

Qualifications

• Proven experience in a high-volume outreach, sales, or customer engagement role (e.g., call center, intake specialist, sales development).
• Excellent verbal and written communication skills, with an ability to explain processes clearly and empathetically.
• Strong interpersonal and persuasion skills with a persistent approach to achieving goals.
• Experience using CRM software (Salesforce preferred) and communication tools (ZenDesk).
• Highly organized with strong attention to detail for tracking lead progress and documenting interactions.
• Ability to work independently and manage time effectively in a remote setting.
• Passionate about helping others and contributing to a mission-driven company.
• Familiarity with the Social Security disability process is a plus, but not required.

This is a remote position and Advocate is currently a fully remote team. Advocate is an equal opportunity employer and values diversity in the workplace. We are assembling a well-rounded team of people passionate about helping others and building a great company for the long term.