V104 - Intake Support Specialist

Flywheel

Remote, United States
Monthly: $1,142 - $1,220 usd; bonus/equity: not sp...
Fully remote
1 year experience as intake specialist
Bilingual english and spanish proficiency
Experience with filevine crm platform
This role offers an exciting opportunity to support the Intake team by managing administrative functions and coordinating follow-up calls

Job Summary

  • This role offers an exciting opportunity to support the Intake team by managing administrative functions and coordinating follow-up calls.
  • The position requires maintaining accurate records within FileVine and Leadducket while gathering client feedback for internal tracking.
  • Candidates must be bilingual in English and Spanish and available to work Monday through Friday from 11:00 AM to 7:00 PM Eastern Standard Time.

Matching Summary

This role offers an exciting opportunity to support the Intake team by managing administrative functions and coordinating follow-up calls.

Salary

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

Skills & Requirements

Must-have

  • 1 year experience as Intake Specialist
  • Bilingual English and Spanish proficiency
  • Experience with FileVine CRM platform
  • Ability to work EST time zone 11am-7pm
  • Comfortable using VOIP software VXT

Nice-to-have

  • Detail-oriented and organized mindset
  • Thrives in fast-paced environments
  • Proactive approach to daily operations
  • Strong technology navigation skills
  • Confidence handling multiple systems

Key Requirements

  • 1 year experience working as an Intake Specialist
  • Must be bilingual in English and Spanish
  • Ability to work within 6 to 15 time zone range (specifically EST)
  • Strong technology skills navigating multiple systems

Work Rights

Not specified

Tailored Resume

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