Lead Intake & CRM Specialist

Bruno; Dallas (TX); On-site; USD 44,000 - 60,000; Full time

Job summary

Bruno in Dallas, TX is seeking a Client Intake Assistant (Customer Support Specialist) to be the main contact for prospective clients, qualify leads, gather matter details, run initial conflict checks, and schedule consultations and discovery calls.

You will work with the Client Onboarding Team under the Brand Marketing Manager, updating HubSpot, rolling reports, and maintaining properties and users. Strong Excel skills and organization are essential.

Qualifications

• Proven ability to serve as main point of contact for prospective clients.
• Clear and professional communication with clients via email and phone.

Responsibilities

• Serve as key point of contact for prospective clients.
• Answer scheduling queries via email and phone.
• Qualifies all Leads to ensure the firm can assist with their matter and gathers necessary information to schedule a consultation or discovery call.
• Schedules consultation and discovery calls.
• Actively updates HubSpot and team’s Rolling Reports to ensure accurate data tracking.
• Maintains HubSpot properties for the firm, including creating, removing and updating properties.
• Maintains HubSpot user accounts, including creating, removing and updating firm users.
• Provides HubSpot training to firm.
• Report on Team KPIs

Skills

Communication skills

Organizational skills

Multi-tasking

Excel proficiency

Independent work

Team player

Written communication

Education

Associate degree

Tools

HubSpot

Excel

Job description

Bruno in Dallas, TX is seeking a Client Intake Assistant (Customer Support Specialist) to be the main contact for prospective clients, qualify leads, gather matter details, run initial conflict checks, and schedule consultations and discovery calls.

You will work with the Client Onboarding Team under the Brand Marketing Manager, updating HubSpot, rolling reports, and maintaining properties and users. Strong Excel skills and organization are essential.