V104 - Intake Specialist | Legal Intake & Client Conversion Specialist I

Flywheel

Monthly: $1,142 - $1,220 usd; bonus/equity: not sp...
Fully remote
1-2 years client intake or customer service experience
Ability to handle 20 calls per day
Proficiency with crm and client management systems
This role serves as the first point of contact for new clients, guiding them through the intake process with professionalism and empathy

Job Summary

  • This role serves as the first point of contact for new clients, guiding them through the intake process with professionalism and empathy.
  • The position involves managing calls, gathering key information, and supporting attorneys by ensuring accurate capture of potential client details.
  • Candidates will be responsible for updating firm CRM systems, scheduling consultations, and implementing structured follow-up processes for leads.

Matching Summary

This role serves as the first point of contact for new clients, guiding them through the intake process with professionalism and empathy.

Salary

Monthly: $1,142 - $1,220 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 1-2 years client intake or customer service experience
  • Ability to handle 20 calls per day
  • Proficiency with CRM and client management systems
  • Strong organizational and data entry abilities
  • Excellent written and verbal communication skills

Nice-to-have

  • Experience working in a legal environment
  • Bilingual capabilities in Portuguese, English, or Spanish
  • Compassionate and patient communication style
  • Friendly and outgoing personality
  • Ability to maintain composure under pressure

Key Requirements

  • 1-2 years previous experience in client intake, customer service, or sales
  • Schedule availability Monday to Friday 9:00 AM to 6:00 PM EST
  • Fluency in English plus Portuguese or Spanish preferred

Work Rights

Not specified

Tailored Resume

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