Key skills
CRMCommunication
About this role
Role Overview
- Maintain organized and timely communication across all channels.
- Record accurate summaries and details from intake calls.
- Contact potential clients to support ongoing intake activities.
- Add new leads and call notes into Lead Docket.
- Lead intake processes via email and phone.
- Utilize internal tools such as Teams, Outlook, and Calendly for scheduling and coordination.
- Follow up with leads to gather information for client review.
Requirements
- Strong written and verbal communication skills.
- 1 year experience as an Intake Specialist.
- High level of accuracy and detail orientation.
- Excellent organizational and multitasking abilities.
- Ability to adapt quickly to new tools and processes.
- Persistence and follow‑through when completing tasks.
- Comfortable working under supervision and following structured guidance.
- CRM proficiency.
Benefits
- Competitive salary.
- Paid Time Off.
- Annual bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.