Intake Specialist – Client Intake and Lead Management

🔥 0 minutes ago

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

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

💵 $1.1k - $1.2k / month

⏰ Full Time

🟠 Senior

✨ Intake Specialist

👻 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.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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 clear, accurate, and organized summaries of intake conversations • Conduct intake calls to gather essential details about potential cases • Reach out to prospective clients to obtain relevant information and assess their initial needs • Manage incoming leads through phone calls and email communications • Adapt to new workflows and incorporate feedback to improve efficiency and accuracy • Monitor pending leads and follow up consistently to help prevent missed opportunities • Follow up with prospective clients to obtain missing information and maintain engagement • Enter new leads and update existing records in Lead Docket • Follow established procedures for handling client information and maintaining confidentiality • Use VXT, Microsoft Teams, Outlook, Calendly, Lead Docket, and VPN tools to support daily operations • Coordinate communications and relevant updates with the client as needed • Ensure lead information is complete, accurate, and properly documented • Organize and prioritize leads for the client’s review and screening process

🎯 Requirements

• Monday through Friday, 8:00 AM to 5:00 PM or 9:00 AM to 6:00 PM EST • Bilingual English and Spanish preferred • Previous experience in client intake, customer service, administrative support, or a legal environment is preferred • Familiarity with CRM systems and ability to learn new software and workflows efficiently • Legal services environment requiring professionalism, confidentiality, empathy, and accurate documentation • Approximately 6 to 15 calls per day • Strong verbal and written communication skills in English; Spanish proficiency preferred • High attention to detail and accuracy when documenting information • Excellent organizational and time management skills • Ability to manage multiple priorities and maintain consistent follow up • Familiarity with CRM systems and lead management processes • Strong active listening and information gathering skills • Persistence and initiative when contacting and following up with potential clients • Ability to learn new software, systems, and procedures quickly • Ability to summarize intake conversations clearly and accurately • Professional telephone etiquette and email communication skills • Ability to follow instructions, accept feedback, and work effectively under supervision • Commitment to maintaining confidentiality and handling sensitive information appropriately

🏖️ Benefits

• Remote job opportunity • Great Place to Work Certification workplace