V104 - Client Experience Representative II

Job Duck LLC; United States; À distance; USD 13 000 - 14 000; Plein temps

Résumé du poste

Job Duck LLC is seeking a bilingual Client Experience Representative to thrive in a fast-paced, client-facing role. You will screen inquiries, gather information, and guide clients through the intake process while building rapport and maintaining a professional, empathetic approach.

Responsibilities include handling inquiries, updating HubSpot CRM, scheduling consultations, and providing referrals when appropriate.

Qualifications

• Minimum of 1 year of experience in a client-facing role (e.g., customer service, receptionist, intake specialist, or sales).
• Experience handling inbound client inquiries.
• Experience in qualifying or onboarding clients.
• Legal industry experience is a plus, but not required.

Responsabilités

• Serve as the first point of contact for prospective clients.
• Screen inquiries, gather information, and guide clients through intake.
• Maintain CRM records and create client records in HubSpot.
• Schedule consultations and perform email outreach to prospective clients.
• Disqualify callers whose cases are not handled by the firm while maintaining a positive experience.

Connaissances

Client-facing

Active listening

Rapport building

Multitasking

Time management

Data entry

Phone presence

Empathy

Problem-solving

Attention to detail

Outils

HubSpot CRM

Calendly

TitlePro247

Justia/Intaker

Description du poste

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

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 clients to identify case type and determine eligibility
• Gather necessary information for initial consultations and create client records in HubSpot
• Perform email outreach to prospective clients who submit inquiries through the website
• Send declination emails and provide referrals to disqualified prospective clients 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