Inbound Intake Specialist - Onsite Gastonia

LawTrio

Gastonia, Northern (NC, KY)

Hybrid

USD 29,000 - 37,000

Full time

14 days+
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Benefits offered by this job

Health insurance
Life insurance
PTO
Pet insurance
401(k)

Job summary

McIlveen in Gastonia, NC is hiring an Intake Specialist for an on-site, full-time role. You will be the first contact for prospective clients, handling inbound calls, qualifying leads, and scheduling next steps.

Work hours are 8:00 AM–5:00 PM, Monday–Friday with pay $21.00–$27.00 per hour; requires 1+ year in inside sales or related fields; CRM experience and strong communication are essential.

Qualifications

  • 1+ year of inside sales, intake, or customer service experience.
  • Experience in professional services is a plus.
  • Able to follow a script/playbook and personalize conversations.

Responsibilities

  • Answer and manage inbound calls from prospective clients with empathy and urgency.
  • Qualify leads through discovery questions and match needs to services.
  • Schedule consultations and set clear expectations for next steps.
  • Limit outbound calls to returning missed calls and follow-ups.
  • Capture notes accurately and keep CRM updated in real time.
  • Collaborate with sales/ops for smooth handoffs and great client experience.
  • Meet/exceed goals for response time, appointment rate, and documentation.

Skills

Inside sales
Call handling
Active listening
CRM proficiency

Tools

CRM

Job description

McIlveen in Gastonia, NC is hiring an Intake Specialist for an on-site, full-time role. You will be the first contact for prospective clients, handling inbound calls, qualifying leads, and scheduling next steps.

Work hours are 8:00 AM–5:00 PM, Monday–Friday with pay $21.00–$27.00 per hour; requires 1+ year in inside sales or related fields; CRM experience and strong communication are essential.

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