Client Intake Specialist: Lead Nurture & Onboarding

Job Duck LLC; United States; Remote; USD 13.000 - 14.000; Vollzeit

Zusammenfassung

Job Duck LLC is seeking a motivated Intake Specialist to be the first point of contact for prospective clients. This role focuses on empathetic communication, fast response times, and guiding inquiries through initial steps of their journey in a remote-friendly environment across the United States.

You will triage inquiries, respond to leads quickly, maintain CRM records, and schedule free consultations while balancing sales awareness with careful, detail-oriented work.

Qualifikationen

• Previous intake experience required.
• Strong communication and empathy.
• Sales awareness with sound judgment.
• Excellent organizational skills and attention to detail.
• Comfortable handling phone conversations.

Aufgaben

• Triage inquiries to identify qualified, viable prospective clients.
• Respond to incoming calls and leads from website forms and social media.
• Keep lead records and CRM details updated accurately.
• Schedule qualified prospects for free consultations using a cloud calendar.
• Follow up on the existing prospective-client pipeline.

Kenntnisse

Intake experience

Empathetic communication

Sales orientation

Organizational skills

Jobbeschreibung

Job Duck LLC is seeking a motivated Intake Specialist to be the first point of contact for prospective clients. This role focuses on empathetic communication, fast response times, and guiding inquiries through initial steps of their journey in a remote-friendly environment across the United States.

You will triage inquiries, respond to leads quickly, maintain CRM records, and schedule free consultations while balancing sales awareness with careful, detail-oriented work.