Client Intake & Engagement Specialist

Job Duck LLC; United States; Remote; USD 13,000 - 14,000; Full time

Job summary

Job Duck LLC is seeking a Client Intake and Engagement Assistant to serve as the first contact for prospective clients in a remote US-based role. You will guide candidates through the intake process with professionalism, empathy, and confidence, ensuring accurate information and a strong client experience.

The position emphasizes qualifying leads, maintaining records in the CRM, scheduling consultations, and coordinating payments in a fast-paced environment.

Qualifications

• 2–3 years of experience in client intake, lead management, customer service, sales support, or a related field preferred
• Ability to conduct qualification screenings and assess prospective client needs
• Experience scheduling appointments and managing calendars
• Strong written and verbal communication skills
• Comfortable working with CRM platforms and digital communication tools

Responsibilities

• Prepare regular sales and performance reports for leadership review.
• Maintain detailed and accurate prospect records within the CRM system.
• Support the development and improvement of lead follow up processes and conversion strategies.
• Schedule paid consultations for qualified prospects and process associated payments accurately.
• Collaborate with team members to improve intake procedures, client experience, and overall operational effectiveness.
• Track lead activity, consultation outcomes, and conversion metrics.
• Review call recordings to identify opportunities for improved communication, efficiency, and conversion performance.
• Manage challenging client conversations professionally while protecting attorney availability and preserving the firm's reputation.
• Document all communications, activities, and updates related to leads and consultations.
• Follow up consistently with qualified leads to encourage consultation scheduling.
• Prepare attorneys with key prospect details to ensure productive and efficient meetings.
• Gather and organize relevant client information prior to consultations.
• Refer unqualified prospects to appropriate referral partners and maintain referral communication records.
• Maintain professional and positive interactions with all prospects while providing an exceptional client experience.
• Conduct initial screenings with prospective clients to determine eligibility and alignment with firm criteria.
• Ensure compliance with internal processes, standards, and confidentiality requirements.

Skills

Bilingual English and Spanish

Client intake and qualification

Lead follow up

Appointment scheduling

CRM management

Data entry accuracy

Tools

CRM platforms

Payment processing systems

Job description

Job Duck LLC is seeking a Client Intake and Engagement Assistant to serve as the first contact for prospective clients in a remote US-based role. You will guide candidates through the intake process with professionalism, empathy, and confidence, ensuring accurate information and a strong client experience.

The position emphasizes qualifying leads, maintaining records in the CRM, scheduling consultations, and coordinating payments in a fast-paced environment.