V104 - Intake Specialist | Legal Intake Specialist & Scheduling Coordinator

Flywheel

Monthly: $1,142 - $1,220 usd; bonus/equity: not sp...
Fully remote
Strong verbal and written communication skills
High level of english proficiency
Ability to handle inbound and outbound calls
This role serves as the first point of contact for potential clients, ensuring a professional experience from initial interaction through scheduling

Job Summary

  • This role serves as the first point of contact for potential clients, ensuring a professional experience from initial interaction through scheduling.
  • The position involves conducting inbound and outbound calls to engage leads, screen potential clients based on criteria, and manage calendars efficiently.
  • Candidates must possess strong time management skills and the ability to handle confidential information with discretion while working Monday to Friday.

Matching Summary

This role serves as the first point of contact for potential clients, ensuring a professional experience from initial interaction through scheduling.

Salary

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

Skills & Requirements

Must-have

  • Strong verbal and written communication skills
  • High level of English proficiency
  • Ability to handle inbound and outbound calls
  • Experience managing client intake processes
  • CRM systems experience preferred

Nice-to-have

  • Soft sales and persuasion skills
  • Experience in legal environments
  • Estate planning knowledge
  • Smith.ai or similar answering services
  • Detail-oriented with strong organizational skills

Key Requirements

  • Monday to Friday schedule 9 AM to 5 PM CST
  • English proficiency required
  • Spanish language skills listed as available

Work Rights

Not specified

Tailored Resume

Cover Letter