Intake Specialist – Lead Conversion Specialist

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Job Duck

WebsiteLinkedInAll Job Openings

201 - 500 employees

👥 HR Tech

🎯 Recruiter

🤝 B2B

HR Tech • Recruitment • B2B

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

• Ensure all communications are professional, accurate, and aligned with firm standards • Conduct intake conversations with prospective clients and gather relevant information • Support the firm's existing Intake Specialist with daily intake activities • Utilize Clio and other software platforms to manage workflows and client information • Follow up with leads and prospective clients in a timely manner • Maintain accurate records and client information within the CRM • Respond to inquiries professionally through phone, email, and other communication channels • Track and manage lead activity to ensure consistent follow up • Coordinate with team members regarding client needs and intake updates • Provide exceptional customer service and create a positive first impression for prospective clients • Assist with additional administrative and intake related tasks as assigned • Assist with converting leads into retained clients

🎯 Requirements

• Schedule: Monday through Friday, 9:00 a.m. to 5:00 p.m. EST • Experience in intake, client relations, lead conversion, customer service, sales, or legal support preferred • Previous experience working with law firms is a plus • Experience handling inbound and outbound calls required • Ability to manage multiple priorities and follow up consistently with prospective clients • Strong verbal and written communication skills • Ability to work independently with minimal supervision • Comfortable using technology and learning new systems • Spanish is not required • Experience with Clio is highly preferred.

🏖️ Benefits

• Competitive salary. • Paid Time Off. • Bonuses. • 100% remote/home-based position. • Full-time, long-term career opportunities. • Parental Leave. • Professional development and training. • Dedicated team support. • Alignment with our clients' core values.