Remote Intake Specialist - CRM & Onboarding

Talentoma; City of Yonkers (NY); Remote; USD 43,000 - 64,000; Full time

Benefits offered by this job

Fully remote work

Structured onboarding and training

Regular check-ins

Health coverage

401(k) and maternity leave

Job summary

Talentoma is seeking an Intake Agent to manage incoming inquiries via CRM (Salesforce) and form platforms (Jotform). You will verify details, route requests, and coordinate with service teams from a home office in New York. This is a fully remote, 40-hour-per-week role with flexible days and shift times.

You will learn the intake process, use approved questions, and ensure complete notes for handoffs. Strong communication and accuracy are essential as you support prospective clients and internal

Qualifications

• High school diploma or equivalent.
• No experience required; related intake or customer support experience is preferred.
• Ability to work remotely with a quiet workspace.
• Authorization to work in the United States.

Responsibilities

• Receive incoming service inquiries through shared email, online forms, and a support platform such as Freshdesk, identifying each request's purpose before taking action.
• Conduct intake conversations using approved questions to understand the requested business service, preferred contact method, and information needed for the next step.
• Check submitted details for completeness, identify duplicate inquiries, and ask clients to clarify missing or inconsistent information without making assumptions.
• Enter verified contact details, request categories, conversation notes, and next actions into a CRM such as Salesforce so colleagues can continue the work.
• Review submissions from an online form platform such as Jotform and connect relevant responses to the correct client inquiry for internal review.
• Explain available service pathways and standard intake steps using approved guidance, referring questions outside that guidance to the intake team lead.
• Route completed requests and internal referrals to the appropriate service coordinator, summarizing the client's needs and any unanswered questions in clear handoff notes.
• Follow up on incomplete requests through the agreed contact method, record each attempt, and update the request status when clients respond.
• Escalate unclear service matches, repeated contact difficulties, or conflicting instructions to the intake team lead, then relay confirmed next steps to clients.
• Close or transfer requests after confirming the next owner; quality is judged on accuracy, turnaround, complete notes, appropriate routing, and timely follow-up.

Skills

Clear communication

CRM familiarity

Attention to detail

Quick learner

Education

High school diploma or equivalent

Tools

Salesforce

Jotform

Freshdesk

Job description

Talentoma is seeking an Intake Agent to manage incoming inquiries via CRM (Salesforce) and form platforms (Jotform). You will verify details, route requests, and coordinate with service teams from a home office in New York. This is a fully remote, 40-hour-per-week role with flexible days and shift times.

You will learn the intake process, use approved questions, and ensure complete notes for handoffs. Strong communication and accuracy are essential as you support prospective clients and internal