Intake Specialist, Client Acquisition

🔥 2 hours ago

🌐 Brazil, South Africa – Remote

🇧🇷 Brazil – Remote 🇿🇦 South Africa – Remote

💵 $1.1k - $1.2k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

✨ Intake Specialist

👻 Ghost score 19%

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

• Serve as the first point of contact for prospective clients • Respond to new inbound inquiries within the established response time • Conduct structured discovery and intake conversations using approved scripts • Gather relevant factual and logistical information from prospective clients • Identify qualified prospects based on established written criteria • Decline and refer out inquiries that fall outside the firm’s published criteria • Explain the firm’s practice areas, experience, general processes, and typical sequence of services • Manage the free consultation calendar and follow up with prospects to maximize show rates • Schedule free consultations with attorneys as appropriate • Schedule paid consultations with attorneys without additional approval • Follow up with prospects after consultations to facilitate the retention process • Conduct follow up using approved communication sequences • Quote retainer fees using the approved fee matrix • Gather objective information required to determine the appropriate fee category • Escalate matters outside the approved fee matrix before providing a fee • Prepare and send retainer agreements using approved templates • Escalate potential conflicts, emergent circumstances, dissatisfaction, unusual fee arrangements, or questions outside the established intake process • Participate in recorded call quality assurance reviews • Maintain a minimum recorded call QA score of 4 out of 5 while avoiding boundary violations • Support continuous improvement of the firm’s intake and fee matrix processes in collaboration with the CEO • Document inquiries, lead sources, consultations, and follow up activities • The role does not involve providing legal advice, evaluating legal merits, performing case work, conducting paid consultations, or managing active matters

🎯 Requirements

• Position Title: Intake Specialist • Working Hours: 8:30 AM to 5:00 PM Eastern Time, with coverage through the last inbound call of the day • English only position • Reports to the CEO • Strong verbal and written English communication skills • Excellent active listening and questioning skills • Strong attention to detail • Highly organized and capable of managing multiple inquiries simultaneously • Proactive and self directed approach • Confident and professional communication style • Strong interpersonal and rapport building skills • Results oriented mindset • Ability to follow established scripts, procedures, and qualification criteria consistently • Ability to work independently and make decisions within established guidelines • Strong follow up and time management skills • Ability to communicate urgency based solely on information provided by the prospective client • Ability to maintain professional boundaries and avoid providing legal advice • Comfortable handling sensitive and confidential information • Ability to identify situations requiring immediate escalation • Strong customer service and client experience skills • Ability to work effectively in a fast paced, high volume intake environment • Ability to accurately document inquiries, lead sources, consultations, and follow up activities • Strong proficiency with practice management and scheduling systems • Must successfully pass each stage of the application process

🏖️ Benefits

• Remote work opportunity • Great Place to Work certified employer • Recruiter guidance throughout the application process