Intake Specialist (Remote)

The Advocates - PNW; United States; Remote; USD 25,000 - 36,000; Part time

Job summary

The Advocates - PNW is seeking an empathetic Intake Specialist for a part-time role. You will speak with potential clients by phone, build rapport, assess needs, and guide them toward enrolling with our firm.

There are no cold calls; you will engage individuals who have reached out to us and collaborate with a supportive team. Ideal candidates have a background in sales or customer success, strong listening skills, and the ability to juggle multiple priorities calmly in a fast-paced environment.

Qualifications

• Minimum of 2 years in sales, customer success, account management or client onboarding (required).
• 1+ years’ recent experience in a fast-paced office environment (required).
• Spanish language skills – bilingual fluency (preferred).
• Documented history of exceeding goals and metrics (preferred).
• Professional services or B2C experience (preferred).

Responsibilities

• Work independently to handle a high volume of calls and messages, while pivoting between tasks with ease.
• 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 including overcoming objections using a customer-centric soft sales approach.
• Conduct new client intake and onboarding in lead management software.

Skills

Sales

Customer success

Account management

Client onboarding

Education

Associate’s degree or higher

Tools

Lead management software

Job description

Intake Specialist (Part-Time)

About the Role

Intake Specialists are part of a devoted and exceptionally important team at The Advocates. It is a sales-focused teamwho speak on the phone with potential clientsto understand their needs, help them feel comfortable, position our firm as a solution to theirneedsand sign them as new clients.While this is a sales position, there are nocold-callsrequired-you will be working with clients who have reached out to us.

Who We Are

The Advocates are a growing personal injury law firm with branches across the United States. We are dedicated torepresentingvictims of accidents with kindness and respect. Our team genuinely cares about and has empathy for the people who seek our help, and we are driven to get them the best results possible.

The PNW branch, headquartered in Seattle,WAhas branches in Portland, OR and Spokane, WA and works with clientsthroughoutWashington and Oregon.Our intake team speaks with callers 7 days a week.

Learn more about us at our website!https://www.advocateslaw.com/

The Perfect Fit:

We are looking for an empathetic, sales-focused personwho wants to help make a difference in people’s lives. Our clients are often going througha very difficulttime after injury or personal loss, so a good fit for this role would be someone who can balance helping themsee the valueoftheprofessional role the Advocatesbring totheir casewhile expressinga warm and empathetic understanding of their situation.

This Career will beFulfillingif You:

• Enjoy helping injured people who are going througha difficult time
• Canquickly interpret emotional conversations toidentifythe root of an issue
• Remain steady and supportive during emotional conversations
• Are a good listener and people go to you for advice
• Think strategically and can juggle multiplepriorities at once
• Aregoal-drivenandthrivein a fast-paced environment

KeyResponsibilities

• Work independently to handle a high volume of calls and messages, while pivoting between tasks with ease
• Engage new inbound leadsquicklyvia phone, text, and email
• Manage and track prospectpipelineusing lead management software
• Schedule and conduct detailed phone interviews to assess case potential
• Qualifyand signpotential clientsincludingovercomingobjectionsusing a customer-centric soft sales approach
• Conduct new client intake and onboardinginleadmanagement software

Schedule & Shift Details:

• Regular Schedule (Post-Training):
• Total Hours: Approx. 20 hours/week (post-training)

Experience and Professional Background

• Minimum of 2years in sales, customer success, accountmanagementor client onboarding (required)
• 1+years’recentexperiencein a fast-paced office environment (required)
• Spanish language skills – bilingual fluency (preferred)
• Documented historyof exceeding goals and metrics(preferred)
• Professional services or B2C experience(preferred)
• Associate’s degree or higher (preferred)