V104 - Intake Specialist | Legal Intake & Client Conversion Specialist

Flywheel

Monthly: $1,142 to $1,220 usd; bonus/equity: not s...
Fully remote
1-2 years client intake experience
Strong organizational and data entry skills
Handle approximately 20 calls per day
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 requires managing calls, gathering key information, and ensuring accurate capture of potential client details for attorneys.
  • Candidates must be able to handle approximately 20 calls per day while maintaining high standards of customer service.

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 to $1,220 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 1-2 years client intake experience
  • Strong organizational and data entry skills
  • Handle approximately 20 calls per day
  • Proficiency with CRM or client management systems
  • Excellent written and verbal communication

Nice-to-have

  • Experience working in a legal environment
  • Bilingual Portuguese, English, or Spanish
  • Compassionate and patient communicator
  • 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
  • Language proficiency in English plus Portuguese or Spanish

Work Rights

Not specified

Tailored Resume

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