Intake Specialist

Job not on LinkedIn

🕒 August 5

🌐 Honduras, El Salvador, +2 more countries – Remote

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⏰ Full Time

🟢 Junior

✨ Intake Specialist

🚫👨‍🎓 No degree required

👻 Ghost score 33%

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🗣️🇪🇸 Spanish Required

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Logo of A&A Associate

A&A Associate

201 - 500 employees

Founded 2016

💼 Consulting

💸 Finance

🏢 Enterprise

Consulting • Finance • Enterprise

A&A Associate is a Dubai-based business consultancy and professional services firm that provides end-to-end company formation and business setup support across UAE jurisdictions (mainland, freezone, offshore) and KSA. The firm also offers accounting, bookkeeping, auditing, VAT and corporate tax compliance, payroll, forensic accounting, CFO and financial advisory services, plus legal, PRO, visa, bank-account opening, trademark registration and Zoho software consulting. A&A Associate focuses on helping entrepreneurs and companies launch, maintain regulatory compliance, and manage financial operations in the UAE market.

📋 Description

• Conduct inbound eligibility screenings to assess potential client qualification for immigration services • Provide a professional, compassionate, and client-focused experience during all interactions • Guide prospective clients through a structured intake questionnaire to identify potential immigration solutions • Conduct outbound calls to engage prospective clients and promote consultations • Execute timely follow-up communications based on pipeline stage and business priorities • Maintain consistent client contact to support conversion and reduce lead drop-off • Ensure client profiles are accurately completed and maintained in the case management system • Track and document all interactions, dispositions, and follow-up actions • Adhere to intake SOPs, quality standards, and compliance requirements • Collaborate with Sales Consultation leadership to ensure a smooth intake-to-consultation handoff • Participate in sales contests, training sessions, coaching, and team meetings • Build knowledge of firm services, immigration processes, and effective engagement techniques • Perform other duties as assigned • Maintain an average Quality Assurance audit score of 85% or higher in RingCentral during the 90-day onboarding ramp • Convert at least 15% of assigned prospective client leads into qualified, scheduled legal consultations in Litify • Schedule and confirm 35 or more qualified prospective client consultations per month via Litify and Calendly after the initial 60-day ramp • Maintain an inbound queue call answer rate of at least 8% via RingCentral analytics • Make initial outbound contact by call or SMS for at least 90% of newly assigned web and campaign leads within 5 minutes of pipeline entry

🎯 Requirements

• Preferred experience in the legal field • Minimum 1 year of experience in customer service and sales • Outbound calling experience preferred • Bilingual proficiency in English and Spanish (spoken and written) required • Strong communication, persuasion, and interpersonal skills • High empathy, emotional intelligence, and a client-centered mindset • Ability to thrive in a fast-paced, competitive, and metric-driven environment • Strong organizational and time-management skills • Intel i5 (8th Gen+) or AMD Ryzen 5 (3000+) or Mac M1+ • Minimum 8 GB RAM and 256 GB SSD • Windows 11 or macOS • Two screens required • USB wired or wireless headset • Wired internet connection with minimum 20 Mbps • Ability to sit for extended periods while using a computer, phone, and other office equipment • Ability to handle typing and data entry tasks efficiently

🏖️ Benefits

• Paid Time Off • Mental Health Days

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