Part-Time Intake Specialist: Empathetic, Client-Focused

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

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.