V104 - Intake Specialist | Client Experience Specialist

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:

Join Job Duck as a Bilingual Intake Specialist and play a key role in creating an exceptional first impression for prospective clients. In this position, you will be responsible for engaging with new leads, guiding them through the intake process, and ensuring every interaction is professional, empathetic, and well organized. You'll work closely with a legal team, manage client information, and help maintain a seamless qualification pipeline that supports the firm's continued growth. This opportunity is ideal for someone who enjoys communicating with people, thrives in a fast paced environment, embraces technology, and takes initiative to solve problems independently while delivering outstanding customer service.

Monthly Compensation: 1,150 to 1,220 USD

Responsibilities include, but are not limited to:

• Identify opportunities to improve workflows and contribute to process efficiency
• Ensure all client interactions are handled with empathy, professionalism, and confidentiality
• Collaborate with the legal team to maintain an efficient intake process
• Coordinate communication through phone, email, and SMS platforms
• Reach out to prospective clients through outbound phone calls and follow up communications
• Request and follow up on retainer agreements and required documentation
• Maintain accurate records of client communications and follow up activities
• Organize client records and intake documentation
• Manage and maintain accurate information within the CRM
• Guide prospective clients through the intake and qualification process
• Respond to inquiries from potential clients in a professional and timely manner
• Track and manage the qualification pipeline

Requirements:

• Schedule: Monday through Friday, 7:00 AM to 4:00 PM EST
• Time Zone: Eastern Standard Time (EST)
• Industry: Criminal Defense Litigation
• Excellent verbal and written English communication skills required
• Previous experience in client intake, customer service, sales support, or legal administration is preferred
• Familiarity with legal intake processes is preferred
• Experience using CRM platforms is required
• Experience with Clio Grow, Clio Manage, and Intaker is highly preferred
• Experience working with VOIP systems such as Corvum is a plus
• Comfortable making outbound calls and following up with prospective clients
• Strong organizational and multitasking abilities
• Ability to work independently while managing multiple priorities
• Quick learner with strong technical aptitude

Required Skills

• Bilingual English and Spanish communication

• Customer service

• Client relationship management

• Lead qualification

• CRM management

• Follow up coordination

• Organization and time management

• Active listening

• Sales support

• Technology proficiency

• Problem solving

• Attention to detail

• Independent work ethic

• Task oriented mindset

• Proactive approach

• Empathy

• Adaptability

• Professional communication

• Clio Grow

• Clio Manage

• Intaker

• Corvum

Work Shift:

Languages:

Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.

Originally posted on Himalayas