Empathetic Inbound Client Intake Specialist

The Advocates - PNW; Seattle (WA); Remote; USD 34,000 - 41,000; Part time

Job summary

The Advocates - PNW, headquartered in Seattle, WA, seeks an Intake Specialist to chat with potential clients who reached out for help. This sales-focused role emphasizes empathy and a customer-centric approach to sign new clients without cold-calling.

You will handle high call volumes, qualify leads, and guide clients through the intake process, contributing to a compassionate client experience in a fast-paced environment.

Qualifications

• Must have at least 2 years in sales, customer success, account management or client onboarding.
• Minimum 1 year in a fast-paced office environment.
• Spanish fluency preferred.
• Track record of exceeding goals and metrics preferred.
• Professional services or B2C experience preferred.

Responsibilities

• Handle a high volume of calls and messages independently.
• Engage new inbound leads quickly via phone, text, and email.
• Manage and track prospect pipeline using lead management software.
• Schedule and conduct detailed phone interviews to assess case potential.
• Qualify and sign potential clients using a customer-centric soft sales approach.
• Conduct new client intake and onboarding in lead management software.

Skills

Empathy

Sales

Active listening

Communication

Time management

Spanish fluency

Education

Associate's degree or higher

Tools

CRM software

Job description

The Advocates - PNW, headquartered in Seattle, WA, seeks an Intake Specialist to chat with potential clients who reached out for help. This sales-focused role emphasizes empathy and a customer-centric approach to sign new clients without cold-calling.

You will handle high call volumes, qualify leads, and guide clients through the intake process, contributing to a compassionate client experience in a fast-paced environment.