Lead Intake & Scheduling Specialist

Bruno; Dallas (TX); On-site; USD 47,000 - 57,000; Full time

Job summary

Bruno is seeking a Client Intake Assistant in Dallas, TX to be the primary contact for prospective clients, qualify leads, and gather necessary information to set up consultations or discovery calls. The role supports the Client Onboarding Team and collaborates with the Brand Marketing Manager.

The position emphasizes detail-oriented organization, strong communication skills, and experience with HubSpot or similar CRM platforms in a fast-paced professional setting.

Qualifications

• Excellent communication skills, both oral and written.
• Highly organized and detail-oriented, able to multi-task and prioritize.
• Customer service experience preferred.

Responsibilities

• Serve as key point of contact for prospective clients.
• Answer scheduling queries via email and phone.
• Qualify leads to determine if the firm can assist with their matter and gather information to schedule consultations.
• Schedule consultations and discovery calls.
• Update HubSpot and team reports for accurate data tracking.
• Maintain HubSpot properties and user accounts; manage training.

Skills

Communication

Organizational skills

Customer service

Independent worker

Team player

Microsoft Excel

Education

Associate degree preferred

Tools

HubSpot

Job description

Bruno is seeking a Client Intake Assistant in Dallas, TX to be the primary contact for prospective clients, qualify leads, and gather necessary information to set up consultations or discovery calls. The role supports the Client Onboarding Team and collaborates with the Brand Marketing Manager.

The position emphasizes detail-oriented organization, strong communication skills, and experience with HubSpot or similar CRM platforms in a fast-paced professional setting.