V104- Legal Client Intake Associate

Flywheel

Remote, United States
Base: usd $1,150 - $1,220 pm; bonus/equity: not sp...
Fully remote
1 year client-facing experience
Practice panther crm proficiency
Phone.com voip system usage
This role serves as the first point of contact for prospective and existing clients, shaping their initial experience with care and professionalism

Job Summary

  • This role serves as the first point of contact for prospective and existing clients, shaping their initial experience with care and professionalism.
  • The position requires managing inbound phone calls, coordinating calendars, and maintaining accurate client information within the Practice Panther CRM.
  • Candidates must be available to work full-time hours from 9:00 AM to 5:00 PM Eastern Standard Time in a remote setting.

Matching Summary

This role serves as the first point of contact for prospective and existing clients, shaping their initial experience with care and professionalism.

Salary

Base: USD $1,150 - $1,220 per month; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 1 year client-facing experience
  • Practice Panther CRM proficiency
  • Phone.com VoIP system usage
  • Calendly scheduling expertise
  • Google Workspace familiarity
  • Eastern Standard Time availability

Nice-to-have

  • Strong verbal communication skills
  • Detail-oriented organizational approach
  • Comfortable working independently
  • Basic understanding of legal terminology
  • Customer-focused service orientation

Key Requirements

  • Minimum 1 year client-facing experience
  • Must work Eastern Standard Time zone
  • Remote work capability required

Work Rights

Not specified

Tailored Resume

Cover Letter