Collaborate with internal team members to ensure smooth intake and onboarding processes.
Guide clients through the process of reviewing and signing representation documents.
Handle a high volume of inbound and outbound calls with prospective clients.
Provide a professional and empathetic experience to all prospective clients.
Meet or exceed daily, weekly, and monthly performance targets.
Maintain detailed and organized records of all client interactions.
Follow up consistently with leads to maintain engagement and drive conversions.
Evaluate and assess whether potential cases meet qualification criteria.
Gather and document relevant case information accurately in the CRM.

Time Zone: Eastern Standard Time (EST)
Schedule: Monday to Friday, 8:30 AM to 5:30 PM EST, with flexibility to support occasional extended hours based on business needs (additional hours are compensated accordingly)
Experience: Prior experience in sales, intake, or client-facing roles is required, preferably in a legal or service-based environment.
Software and Tools: CRM systems such as Lead Docket and Filevine, VOIP systems including Zoom Phone, Email platforms such as Microsoft Outlook, Microsoft Office Suite for calendar management and documentation.
Required Skills: Strong verbal communication skills with the ability to build rapport quickly, Sales-driven mindset with a focus on achieving and exceeding targets, Excellent listening and questioning abilities to gather accurate information, High level of organization and attention to detail, Ability to manage a high volume of calls efficiently (31–45 calls per day expected), Persuasive and confident approach when guiding clients through decision-making, Adaptability and flexibility to handle shifting priorities and extended hours if needed, Professional demeanor and client-focused attitude, Problem-solving skills with the ability to assess case qualification effectively.

Intake Specialist, Sales Intake Representative

Key skills