Coordinador de Captación y Alcance de Clientes

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

Benefits offered by this job

Gym

Advancement

Training

Job summary

ABILITY CONSULTING INC is hiring a Case Manager Assistant in Chula Vista. The role involves handling lead lists by phone, qualifying veterans for benefits assistance, answering questions, and booking consultations.

The work is detail-heavy, with a focus on making clients feel heard and respected across multiple time zones. The position starts with a training period Nov 2–13 (40 hours/week, fully paid), followed by ongoing part-time hours (20 hours/week, Mon–Fri) in person at our Chula Vista

Qualifications

• High school diploma or GED required.
• Professional phone manner and clear written communication.
• Strong computer proficiency with dual monitors and digital documents.
• Organized and detail-oriented; able to work independently.
• Comfort discussing pricing and qualifying prospective clients.
• Able to work at a computer and headset for a full scheduled shift.
• Must pass a background check and complete training.
• Preferred: client-facing administrative support or call center experience, CRM, VOIP systems.

Responsibilities

• Call, qualify, and triage leads; note why prospects fit or don’t fit.
• Book qualified prospects into one-on-one consultations with a case manager.
• Explain our services and pricing when asked; note that agreements can be 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; keep records clean for the team.
• Coordinate with the document specialist and other departments via Teams and Telegram.

Skills

Phone etiquette

Written communication

Organizational skills

Computer proficiency

Background check

Training completion

Education

High school diploma or GED

Tools

CRM software

RingCentral

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