Intake Specialist

LawTrio; Gastonia, Northern (NC, KY); Hybrid; USD 29,000 - 37,000; Full time

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

Inside Sales
Location: Gastonia, NC — On-site
Schedule: Monday–Friday, 8:00 AM–5:00 PM (40 hours/week)
Compensation: $21.00–$27.00 per hour (full-time)
Employer: McIlveen

About the Role

McIlveen is hiring an Intake Specialist to be the friendly, professional first point of contact for prospective clients. This is a consultative inside sales role focused on inbound calls—no cold calling. You’ll handle incoming inquiries, qualify prospects, document details in our CRM, and schedule next steps. Outbound calls are limited to returning missed calls and following up with interested prospects.

What You’ll Do

• Answer and manage all inbound calls from prospective clients with empathy, urgency, and professionalism.
• Ask discovery questions, qualify leads, and match needs to our services.
• Schedule consultations/appointments and set clear expectations for next steps.
• Make limited outbound calls to return missed calls and follow up with active prospects—no cold calling.
• Accurately capture notes and keep the CRM updated in real time.
• Collaborate with the sales and operations teams to ensure a smooth handoff and great client experience.
• Meet or exceed goals related to response time, appointment set rate, and documentation quality.

What You’ll Bring

• 1+ year of experience in inside sales, intake, call center, or customer service (professional services experience a plus).
• Stellar phone presence, active listening, and the ability to build rapport quickly.
• Comfort working from a script/playbook while personalizing the conversation.
• Strong written skills for clear notes and follow-up emails/texts.
• Proficiency with CRMs and everyday office tech (training provided on our systems).
• Reliability and punctuality for an on-site schedule in Gastonia, NC.

Pay, Schedule & Work Location

• Pay: $21.00–$27.00 per hour (based on experience)
• Hours: 8:00 AM–5:00 PM, Monday–Friday (no evenings or weekends)
• Type: Full-time, in-person
• Location: Gastonia, NC (reliable commute required)

Benefits (Full-Time)

You can view our benefits at McIlveenInsider.com. Highlights include:

• BCBS health insurance—100% of employee premiums paid
• Paid life insurance
• PTO (paid time off)
• Discount pet insurance
• 401(k) with 4% employer match after 1 year