Remote Client Intake Specialist

Remote Jobs; Springfield (OR); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Remote Jobs is seeking a virtual consultant who guides prospects through needs assessment, presents options, and builds ongoing relationships after the first meeting.

In addition to consultative work, you will handle admin duties such as notes, scheduling, CRM hygiene, and leveraging current tech stack to support hiring decisions. This role emphasizes reliability, clear communication, and comfort with video calls.

Responsibilities

• Assess client needs and present options.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, scheduling, CRM hygiene.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

• Driven.
• Trainable.
• Dependable.
• Comfortable competing.
• Fine with a camera.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.