V104 - Client Experience Representative II

Job Duck; United States; Remote; USD 13,000 - 14,000; Full time

Job summary

Job Duck, LLC in the United States seeks a bilingual Client Experience Representative to be the first contact for prospective clients, screening inquiries and guiding onboarding.

You will handle a high volume of calls, keep HubSpot CRM updated, schedule consultations, and coordinate with intake teams while delivering professional, empathetic service.

English and Spanish fluency, at least 1 year in a client-facing role, and a reliable home office setup are essential.

Qualifications

• Minimum 1 year in a client-facing role (customer service, intake, receptionist).
• Experience handling inbound client inquiries and onboarding.
• English and Spanish proficiency; additional languages a plus.
• Reliable home office setup with quiet environment.

Responsibilities

• Handle a high volume of calls while delivering quality client interactions.
• Maintain and update CRM records in HubSpot.
• Schedule consultations using Calendly or scheduling tools.
• Screen inquiries and gather information for initial consultations.
• Assist with administrative tasks to support the intake team as needed.

Skills

Bilingual English/Spanish

Client-facing communication

Active listening

Relationship building

Multitasking & time management

CRM data entry

Tools

HubSpot CRM

Calendly

TitlePro247

Justia/Intaker

Job description

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022!

Job Description:

We are seeking a bilingual Client Experience Representative who thrives in a fast-paced, client-facing environment and takes pride in delivering exceptional first impressions. In this role, you will serve as the first point of contact for prospective clients, managing conversations with confidence while creating a welcoming and professional experience. You will play a key role in screening inquiries, gathering critical information, and guiding clients through the intake process with clarity and care. Your ability to actively listen, adapt quickly, and build rapport will directly contribute to identifying qualified leads and supporting a seamless onboarding journey. If you are proactive, organized, and genuinely enjoy helping others, you will find this role both rewarding and impactful.

• Monthly Compensation Range : from $1,142 to $1,220 USD.

Responsibilities include, but are not limited to:

• Handle approximately 5 calls per hour while delivering quality client interactions
• Assist with administrative tasks and provide support to the front-of-house team as need
• Review and assess online submissions from platforms such as Justia or Intaker to determine case viability
• Conduct initial screening of prospective client s to identify case type and determine eligibility
• Gather necessary information for initial consultations and create client records in HubSpot
• Perform email outreach to prospective client s who submit inquiries through the website
• Send declination emails and provide referrals to disqualified prospective client s when appropriate
• Retrieve and upload property-related documents using TitlePro247 to prepare for consultations
• Schedule consultations using calendar tools such as Calendly or internal scheduling systems
• Maintain accurate CRM records, including detailed client account creation and updates in HubSpot
• Respond to general inquiries about the firm and intake process, and transfer calls to appropriate team members when needed
• Answer and manage a high volume of incoming calls while maintaining a professional and friendly tone
• Collect and document contact information for qualified leads and refer them to the intake team for further evaluation
• Disqualify callers whose cases are not handled by the firm while maintaining a positive experience
• Support consultation preparation for internal stakeholders by ensuring all required documentation is available

Additional Job Description

Schedule

• Monday through Friday
• 8:00 AM to 5:00 PM PST

Language Requirement

• Excellent written and verbal English communication skills

Experience Requirements

• Prior Intake Specialist or Receptionist experience
• Experience handling inbound client inquiries
• Experience in qualifying or onboarding clients
• Legal industry experience is a plus, but not required

Technical Requirements

• Reliable computer
• Stable high-speed internet connection
• Quiet and professional work environment
• Quality headset for phone communication

Tools and Systems

• HubSpot CRM
• Calendly or calendar scheduling tools
• TitlePro247
• Website intake platforms such as Justia or Intaker

Required Skills:

• Minimum of 1 year of experience in a client-facing role, such as customer service, receptionist, intake specialist, or sales.
• Strong verbal communication and phone presence
• Active listening and conversation management skills
• Ability to build rapport quickly and maintain professionalism
• Strong problem-solving and critical thinking abilities
• High level of empathy and patience when assisting clients
• Ability to manage high call volume efficiently
• Strong organizational and time management skills
• Detail-oriented with accurate data entry skills
• Ability to multitask and prioritize effectively
• Proactive and adaptable in a dynamic work environment

Work Shift:

8:00 AM - 5:00 PM [PST][PDT] (United States of America)

Languages:

English, Spanish