Job Summary
The Intake Specialist turns incoming leads into scheduled consultations and retained clients through timely outreach, proactive sales, and consistent follow-up. This role oversees the intake journey, keeps client information organized, and works closely with the legal team to support a smooth transition from initial contact to onboarding. Applicants must be fluent in both English and Spanish and currently live in Florida.
Responsibilities
- Engage inbound leads and guide them toward consultations and retention through proactive sales efforts.
- Follow up with prospective clients to maintain momentum throughout the intake process.
- Coordinate and manage client intake from first contact through onboarding.
- Enter, update, and maintain accurate client and lead records in the CRM.
- Partner with the legal team to help ensure a seamless client onboarding experience.
Qualifications
- Fluency in English and Spanish.
- Current residence in Florida.
- Previous experience in sales, client intake, or high-volume customer service.
- Strong organizational and communication skills.
