Remote Intake Specialist

Sales Match; City of Yonkers (NY); À distance; USD 43 000 - 64 000; Plein temps

Avantages offerts par ce poste

Fully remote work

Onboarding and training on Salesforce,

Regular check-ins with intake team led

Practical intake interviewing skills

Health coverage

Paid leave

401(k)

Maternity leave

Bonus opportunities

Résumé du poste

Sales Match in New York (remote) seeks an Intake Agent to convert inquiries into clear next steps. You will work with Salesforce and Jotform, handle service requests, and support the intake team lead while ensuring no incomplete submissions delay service.

This fully remote role offers work from home in New York, with a 40-hour weekly commitment. You will coordinate with prospective clients, service coordinators, and internal teams, recording details in the CRM and following approved intake

Qualifications

• High school diploma or equivalent.
• No experience required; related experience in intake, reception, or customer support is preferred.
• Familiarity with business service inquiries and structured intake questions.
• Ability to learn shared request queues, online forms, and CRM screens while following written intake instructions.
• Clear spoken and written communication, including the ability to ask focused questions and summarize answers without changing their meaning.

Responsabilités

• Receive inquiries via email, online forms, and support platforms; identify purpose.
• Conduct intake conversations using approved questions.
• Check details for completeness and avoid assumptions.
• Enter verified data into Salesforce for follow-up.
• Review online form submissions and connect responses to inquiries.
• Explain service pathways using approved guidance and escalate when needed.
• Route requests to the right coordinator and document handoffs.
• Follow up on incomplete requests and update status.
• Escalate when necessary and communicate next steps to clients.
• Close or transfer requests with complete notes and timely follow-up.

Connaissances

Clear communication

Active listening

Attention to detail

Following instructions

Remote work readiness

Formation

High school diploma or equivalent

Outils

Salesforce

Jotform

Freshdesk

Description du poste

Sales Match in New York (remote) seeks an Intake Agent to convert inquiries into clear next steps. You will work with Salesforce and Jotform, handle service requests, and support the intake team lead while ensuring no incomplete submissions delay service.

This fully remote role offers work from home in New York, with a 40-hour weekly commitment. You will coordinate with prospective clients, service coordinators, and internal teams, recording details in the CRM and following approved intake