Client Intake & Outreach Coordinator

ABILITY CONSULTING INC; Chula Vista (CA); On-site; USD 22,000 - 31,000; Part time

Benefits offered by this job

Gym

Opportunity for advancement

Training & development

Job summary

ABILITY CONSULTING INC in Chula Vista is seeking a Case Manager Assistant to handle phone-based lead qualification, veteran inquiries, and scheduling consultations. You will explain services, coordinate with multiple departments, and ensure every interaction is documented in our CRM.

This part-time role is in-person at our Chula Vista office. Training runs Nov 2–13 (40 hours/week) and is fully paid; ongoing schedule is 20 hours/week, Monday–Friday with some flexibility.

Qualifications

• High school diploma or GED.
• Professional phone manner and clear written communication.
• Strong computer proficiency, including comfort working across dual monitors and digital documents.
• Organized and detail-oriented; able to work independently with minimal supervision.
• Comfort discussing pricing and qualifying prospective clients.
• Able to work at a computer and on a headset for a full scheduled shift.
• Must pass a background check and complete training.

Responsibilities

• Work lead lists systematically — call, qualify, and triage, notating why each prospect is or isn't a fit.
• Book qualified prospects into one-on-one consultations with a case manager.
• Answer questions about our services and discuss pricing when asked (our agreements are five- to six-figure commitments).
• Handle incoming calls, voicemail, SMS, and email; respond or route to the right team member.
• Log every interaction in the CRM promptly, and keep records clean enough for the whole team to work from.
• Coordinate with our document specialist and other departments via Teams and Telegram.

Skills

Professional phone manner

Clear written communication

Computer proficiency

Organized and detail-oriented

Independent work

Pricing discussions

Education

High School Diploma or GED

Tools

CRM software

RingCentral (VOIP)

Microsoft Teams

Telegram

Job description

Benefits:

• Gym
• Opportunity for advancement
• Training & development

About Us

We help veterans navigate and increase their VA disability benefits. Our office is on the second floor in Chula Vista, accessible only by stairs.

About the Role

This is a Case Manager Assistant position. Most of your day is on the phone: working lead lists, qualifying veterans who may be eligible for benefits assistance, answering questions, and booking consultations.

Some of the veterans you’ll call haven't worked with us before, so you'll need to be comfortable explaining who we are and what we do. Our clients are spread across every U.S. time zone.

Expect to be busy, coordinating with other departments to keep files moving. The work is detail-heavy and also requires that clients feel heard and respected.

Schedule & Compensation

• $19.00/hour, part-time
• Training: Nov 2–13, 40 hours/week, fully paid (8a-4:30 No flexibility, must attend the entire duration)
• Ongoing: 20 hours/week, Monday–Friday (flexible but consistent, TBD.)
• In person, Chula Vista office

What You'll Do

• Work lead lists systematically — call, qualify, and triage, notating why each prospect is or isn't a fit
• Book qualified prospects into one-on-one consultations with a case manager
• Answer questions about our services and discuss pricing when asked (our agreements are five- to six-figure commitments)
• Handle incoming calls, voicemail, SMS, and email; respond or route to the right team member
• Log every interaction in the CRM promptly, and keep records clean enough for the whole team to work from
• Coordinate with our document specialist and other departments via Teams and Telegram

Required

• High school diploma or GED
• Professional phone manner and clear written communication
• Strong computer proficiency, including comfort working across dual monitors and digital documents
• Organized and detail-oriented; able to work independently with minimal supervision
• Comfort discussing pricing and qualifying prospective clients
• Able to work at a computer and on a headset for a full scheduled shift
• Must pass a background check and complete training

Preferred

• Client-facing administrative support, medical or legal client management, or call center experience
• VOIP headset phone systems (RingCentral)
• CRM software
• Supporting veterans, or healthcare, benefits, or legal services
• Qualifying or pitching prospective clients

Confidentiality

You’ll handle protected health information and sensitive military records daily. All work happens on corporate-issued computers inside our CRM — client documents never leave that system.

Veterans and military spouses are encouraged to apply.

Work Location: In person