Client Intake and Engagement Assistant

🔥 13 hours ago

🌐 Honduras, El Salvador, +5 more countries – Remote

🇭🇳 Honduras – Remote 🇸🇻 El Salvador – Remote 🇨🇴 Colombia – Remote 🇦🇷 Argentina – Remote 🇨🇱 Chile – Remote 🇵🇪 Peru – Remote 🇲🇽 Mexico – Remote

💵 $1.1k - $1.2k / month

⏰ Full Time

🟠 Senior

🔴 Lead

✨ Assistant

👻 Ghost score 20%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Job Duck

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

📣 Marketing

⚖️ Legal

Consulting • Marketing • Legal

Job Duck is a company specializing in connecting individuals with remote job opportunities for United States-based businesses. The company offers a variety of positions including legal assistants, marketing assistants, executive assistants, and case managers. Job Duck emphasizes helping people build careers by working from home, ensuring a good work-life balance while providing support and resources for career development. The focus is on remote, full-time positions that are well-compensated and offer a range of professional opportunities.

📋 Description

• Prepare regular sales and performance reports for leadership review • Maintain detailed and accurate prospect records within the CRM system • Support the development and improvement of lead follow-up processes and conversion strategies • Schedule paid consultations for qualified prospects and process associated payments accurately • Collaborate with team members to improve intake procedures, client experience, and operational effectiveness • Track lead activity, consultation outcomes, and conversion metrics • Review call recordings to identify opportunities for improved communication, efficiency, and conversion performance • Manage challenging client conversations professionally while protecting attorney availability and preserving the firm's reputation • Document communications, activities, and updates related to leads and consultations • Follow up with qualified leads to encourage consultation scheduling • Prepare attorneys with key prospect details for productive meetings • Gather and organize relevant client information before consultations • Refer unqualified prospects to appropriate referral partners and maintain referral communication records • Provide professional and positive interactions with prospects • Conduct initial screenings to determine eligibility and alignment with firm criteria • Ensure compliance with internal processes, standards, and confidentiality requirements

🎯 Requirements

• Monday through Friday, 8 AM to 5 PM PST • Expected call volume of 16 to 30 calls per day • 2–3 years of experience in client intake, lead management, customer service, sales support, or a related field preferred • Ability to conduct qualification screenings and assess prospective client needs • Experience scheduling appointments and managing calendars • Ability to handle sensitive conversations with professionalism and discretion • Strong written and verbal communication skills • Excellent organizational and documentation abilities • Comfortable working with CRM platforms and digital communication tools • Ability to maintain accurate records and track client interactions • Experience reviewing call recordings and identifying process improvement opportunities preferred • Capable of preparing reports, tracking metrics, and contributing to operational improvements • Bilingual English and Spanish communication • Client intake and qualification • Lead follow up and nurturing • Appointment scheduling • Payment processing • Customer service excellence • Relationship management • CRM management • Sales support • Data entry accuracy • Report preparation • Metrics tracking and analysis • Active listening • Professional phone etiquette • Problem solving • Time management • Organization and prioritization • Attention to detail • Adaptability • Quick learning ability • Professional judgment • Boundary setting and conflict management • Confidentiality and discretion • Process improvement mindset

🏖️ Benefits

• Remote job opportunity • Great Place to Work Certification environment • Recruiter guidance throughout the application process