V104 - Client Intake Coordinator

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

Job summary

Job Duck LLC is seeking a motivated Intake Specialist to be the first point of contact for prospective clients. This role focuses on empathetic communication, fast response times, and guiding inquiries through initial steps of their journey in a remote-friendly environment across the United States.

You will triage inquiries, respond to leads quickly, maintain CRM records, and schedule free consultations while balancing sales awareness with careful, detail-oriented work.

Qualifications

• Previous intake experience required.
• Strong communication and empathy.
• Sales awareness with sound judgment.
• Excellent organizational skills and attention to detail.
• Comfortable handling phone conversations.

Responsibilities

• Triage inquiries to identify qualified, viable prospective clients.
• Respond to incoming calls and leads from website forms and social media.
• Keep lead records and CRM details updated accurately.
• Schedule qualified prospects for free consultations using a cloud calendar.
• Follow up on the existing prospective-client pipeline.

Skills

Intake experience

Empathetic communication

Sales orientation

Organizational skills

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:

At Job Duck, we are looking for a motivated and client focused Intake Specialist to serve as the first point of contact for prospective clients. In this role, you will engage with new inquiries, respond promptly to leads, and help guide potential clients through the initial stages of their journey. Your ability to build trust, listen attentively, and communicate with empathy will have a direct impact on creating a positive client experience and supporting business growth. This opportunity is ideal for someone who thrives in a fast paced environment, enjoys meaningful conversations, and can confidently balance sales awareness with sound judgment and strong organizational skills. You will play a key role in maintaining an efficient intake process while helping prospective clients feel heard, understood, and supported.

Compesation Range: 1,142 USD to 1,220 USD Monthly

Responsibilities include, but are not limited to:

• Triage inquiries to identify qualified, viable prospective clients and distinguish inquiries requiring other assistance.
• Respond to incoming calls and contact new leads from website forms and social media inquiries; the firm aims to contact new leads within five minutes of submission.
• Keep lead records and relevant details updated accurately in the CRM.
• Schedule qualified prospects for free consultations using the cloud-based calendar, or transfer calls directly
• Work and follow up on the existing prospective-client pipeline, including people who have already had consultations

Requirements:

• Previous intake experience
• Problem-solving ability
• Sales savvy/Sales-oriented (experience)
• Comfortable handling phone conversations; excellent communication and empathy, with the ability to build rapport and help distressed or vulnerable callers feel heard and understood.
• Exceptional attention to detail, with a highly meticulous approach to work
• Strong organizational and time-management skills
• Comfortable and professional when communicating by phone.
• Honest Schedule: 7:00 AM to 4:00 PM (Mon-Fri) PST Work Shift: Languages: English