Remote Client Onboarding & Intake Coordinator

Knott LLP; USA; Remote; USD 42.000 - 60.000; Vollzeit

Zusammenfassung

Knott LLP is seeking a Client Intake Coordinator for our remote, full-time role. You will be the first contact for new clients, manage inquiries from initial contact through onboarding, schedule calls, collect information for fixed-fee proposals, and secure engagement letters and documents.

You will use our CRM to track leads, set up new clients in the portal, and ensure timely delivery of proposals. Strong communication and organizational skills are essential in this fast-paced, client-focused

Qualifikationen

• 2+ years of experience in client service or front-office roles.
• Excellent written and verbal communication skills.
• Strong organizational abilities and multi-tasking.
• Comfort learning technical topics and explaining processes clearly.
• Proficiency with CRM, scheduling, and e-signature tools.

Aufgaben

• Respond promptly to inquiries via email, phone, website, and scheduling tools.
• Schedule introductory calls and prepare call notes in advance.
• Ask screening questions and route prospects to the right service.
• Track leads in the CRM and follow up through conversion.
• Gather information to scope engagements and prepare fixed-fee proposals.
• Send proposals and engagement letters and obtain signatures.
• Set up new clients in the client portal and manage document requests.
• Track missing documents and remind clients to maintain timeliness.
• Answer routine questions about process, pricing, timelines, and documents.
• Keep clients informed of engagement status and next steps.
• Escalate urgent matters such as IRS notices to the appropriate person.
• Help improve intake forms, checklists, and templates.
• Monitor inquiry volume, conversion rates, and onboarding times.
• Maintain confidentiality of sensitive client information.

Kenntnisse

Client service experience

Front-office coordination

Written and verbal communication

CRM usage

Scheduling tools

E-signature tools

Tools

CRM software

Scheduling tools

E-signature tools

Practice management software

Jobbeschreibung

Knott LLP is seeking a Client Intake Coordinator for our remote, full-time role. You will be the first contact for new clients, manage inquiries from initial contact through onboarding, schedule calls, collect information for fixed-fee proposals, and secure engagement letters and documents.

You will use our CRM to track leads, set up new clients in the portal, and ensure timely delivery of proposals. Strong communication and organizational skills are essential in this fast-paced, client-focused