Intake Specialist

Telaré Law; Richland (WA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

100% employer-paid medical, dental, &

Vision insurance

Life and AD&D insurance

401(k) with match

Paid time off & holidays

Flexible processes & reasonable hours

Performance-based bonuses

Job summary

Telaré Law is seeking an Intake Specialist to serve as the primary contact for clients, handling inquiries and supporting intake and conversion efforts. The role blends sales ability, client service, and technical proficiency to ensure smooth operations and exceptional experiences.

Based in Richland, WA, this in-person position requires collaboration with the intake and case management teams, and offers comprehensive benefits along with performance-based bonuses.

Qualifications

• Bachelor's degree required.
• Minimum 2 years of customer service or related experience in a professional setting.
• Proven sales experience in a competitive or high-volume environment preferred.
• Familiarity with SharePoint, Microsoft 365, Zoom, Adobe, Salesforce CRM, and Teams.

Responsibilities

• Interact with potential clients via phone, email, and in-person to provide information and convert inquiries into signed cases.
• Respond promptly to client inquiries and resolve issues with professionalism.
• Create and maintain technical documentation for internal processes and client-facing resources.
• Maintain accurate records in CRM systems and collaborate with intake and case management teams.

Skills

Customer service

Sales experience

Communication skills

Bilingual English/Spanish

Education

Bachelor's degree (BA/BS)

Tools

SharePoint

Microsoft 365

Zoom

Adobe

Salesforce CRM

Teams

Job description

About Us

Telaré Law is a fast-growing personal injury law firm committed to delivering outstanding client service and results. Our team sets the tone for client relationships and drives the firm’s growth. We are seeking a Intake Specialist who is passionate about client success, thrives in a competitive environment, and brings strong communication and technical skills to support intake and case management processes.

Position Overview

The Intake Specialist will serve as a key point of contact for clients, handling inquiries, providing real-time troubleshooting, and supporting intake and conversion efforts. This role requires a blend of sales acumen, customer service expertise, and technical proficiency to ensure smooth operations and exceptional client experiences.

Key Responsibilities

• Client Interaction & Sales
  • Engage with potential clients via phone, email, and in-person to provide information and convert inquiries into signed cases.
  • Build strong rapport while maintaining a results-driven approach with understanding of data analysis and conversion rates.
  • Support client experience through onboarding / sales and cross-selling opportunities when appropriate.
• Customer Service & Support
  • Respond promptly to client inquiries and resolve issues with professionalism.
  • Provide real-time troubleshooting for technical or process-related concerns.
  • Maintain accurate records in CRM systems (e.g., Salesforce and related).
• Technical & Documentation
  • Create and maintain technical documentation for internal processes and client-facing resources.
  • Utilize tools such as SharePoint, Adobe, Salesforce, and Slack for communication and documentation.
• Collaboration & Process Improvement
  • Work closely with intake and case management teams to ensure seamless client onboarding.
  • Contribute to process improvements and assist with administrative tasks.
  • Maintain task documentation to support ongoing training and improvement.

Qualifications

• Education: Bachelor's degree (BA/BS required-business degree preferred).
• Experience
  • Minimum 2 years of customer service or related experience in a professional setting.
  • Proven sales experience in a competitive or high-volume environment, preferred but not required.
• Technical Skills
  • Familiarity with SharePoint, Microsoft 365, Zoom, Adobe, Salesforce CRM, and Teams
• Strong business writing and communication skills, and related course work or experience preferred.
• Bilingual (English/Spanish) preferred.
• Empathetic and client-focused, with the ability to connect authentically with people during difficult situations.
• Ability to multitask, prioritize, and work effectively under pressure.
• Results-oriented, assertive, and driven by growth.

Work Environment

• This is an in-person role based at our Richland, WA office.
• Requires regular interaction with team members and clients onsite.

Why Join Us

At Telaré Law, our GROW values shape how we work every day: Genuine Connection Radical Truth Ownership We Listen; You Lead. You’ll be trusted to bring your creativity, take ownership of your projects, and help deliver the kind of client experience our community has come to expect from us.

What We Offer

• 100% employer-paid medical, dental, and vision for the employee
• Life and AD&D insurance
• HSA with employer contribution
• 401(k) with a 4% match
• Paid time off and paid holidays
• Flexible processes and reasonable hours
• Performance-based bonuses tied to team success

Compensation: $60,000–$70,000 annually, depending on experience

Telaré Law is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, age, gender, gender identity, sexual orientation, ethnicity, religion, national origin, veteran status, or disability.