Intake Specialist

Job not on LinkedIn

🕒 July 14

🇲🇽 Mexico – Remote

💵 $1.5k - $2k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

✨ Intake Specialist

👻 Ghost score 23%

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Logo of Catena

Catena

1 - 10 employees

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

Catena, now known as Pearl Talent, is a company that specializes in helping organizations hire top remote talent from overseas, primarily focusing on candidates from the Philippines and Latin America. They offer a rigorous vetting process to ensure they provide highly capable candidates equipped with modern software skills and fluent English proficiency. Pearl Talent provides two main hiring services: Managed Services, which handles compliance, payroll, and training, and Direct Placement for companies that manage hires internally. They focus on long-term retention and quality in their hiring processes, aiming to build high-performing remote teams for a range of industries including healthcare, real estate, and finance.

📋 Description

• Manage inbound calls and screens prospects for qualified appeals work • Book consultations and prepare engagement agreements using a custom contract-automation tool • Ensure error-free agreements with accurately spelled names and correct figures • Maintain consistently professional written and phone communication that protects the firm's reputation

🎯 Requirements

• Experience in a phone-based client intake, customer service, or front-desk role handling inbound calls and prospect screening • Hands-on experience drafting client-facing written communication (emails, documents) with accurate spelling, grammar, and formatting • Experience preparing contracts, engagement agreements, or templated documents requiring accurate numerical data entry and calculations • Demonstrated ability to manage multiple concurrent prospects and follow-ups using scheduling, CRM, or practice-management tools • Proficiency with business productivity and communication tools (email, video conferencing, VoIP/phone systems) • Experience serving professional or high-expectation clientele • C1+ English (CEFR) for real-time phone communication and client-ready written correspondence • Prior experience in a legal services or law firm environment (Nice-to-Have)

🏖️ Benefits

• Competitive Salary: Based on experience and skills • Remote Work: Fully remote—work from anywhere • Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting • Generous PTO: In accordance with company policy • Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees • Direct Mentorship: Guidance from international industry experts • Learning & Development: Ongoing access to resources for professional growth • Global Networking: Connect with professionals worldwide

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