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Sales Associate and Client Intake (Spanish-English Bilingual) Philippines

Key Facts

Remote From: 
Part time
English, Spanish

Other Skills

  • Sales
  • Record Keeping
  • Scheduling
  • Professionalism
  • Communication
  • Time Management
  • Teamwork
  • Customer Service
  • Organizational Skills
  • Detail Oriented
  • Social Skills

Roles & Responsibilities

  • Fully bilingual in English and Spanish
  • Experience in sales, customer service, or front desk roles
  • Strong communication and interpersonal skills
  • Proficiency with CRM systems, email, scheduling tools, and social media platforms

Requirements:

  • Welcome clients and greet them professionally; handle calls and respond promptly to emails and WhatsApp inquiries; conduct initial client intake by collecting and recording required information; follow up with potential clients to convert inquiries into consultations or signed cases
  • Schedule and manage appointments using the firm's scheduling system; support onboarding by ensuring all necessary client documentation is complete and accurate
  • Collaborate with the legal team to provide a seamless client experience and maintain a professional, organized reception area
  • Manage the firm's social media accounts (Facebook, Instagram): create and post content, reply to messages, engage with followers; coordinate with marketing and/or attorney to develop and run paid ads or promotional campaigns

Job description

We are seeking a professional, personable, and sales-driven individual to serve as the primary point of contact for clients while supporting the management of our social media presence. This position blends front desk, client relations, sales, and social media management responsibilities. You will welcome clients, handle calls, schedule appointments, and follow up with leads. Additionally, you’ll assist in guiding new clients through the onboarding process and contribute to creating and posting engaging content across the firm’s social media platforms.

Job Responsibilities:

  • Greet clients over the phone with professionalism and a friendly attitude
  • Respond promptly to incoming calls, emails, and WhatsApp inquiries
  • Conduct initial client intake by collecting and recording required information
  • Follow up with potential clients to convert inquiries into consultations or signed cases
  • Schedule and manage appointments using the firm’s scheduling system
  • Support the onboarding process by ensuring all necessary client documentation is complete and accurate
  • Work closely with the legal team to provide a seamless client experience
  • Keep the reception area organized, professional, and inviting
  • Manage the firm’s social media accounts (e.g., Facebook, Instagram): create and post content, reply to messages, and engage with followers
  • Collaborate with the marketing team and/or attorney to develop and run paid ads or promotional campaigns

Requirements

  • Fully Bilingual (English/Spanish) required
  • Previous experience in sales, customer service, or front desk roles
  • Strong communication and interpersonal skills
  • Professional appearance and demeanor
  • Excellent organizational skills and attention to detail
  • Comfort with CRM systems, email, scheduling tools, and social media platforms
  • Experience with social media content creation and basic graphic/video tools (Canva, etc.) preferred
  • Positive attitude and ability to work well in a team

Minimum Technical and Work Environment Requirements:

  • Internet Connection:
    • Primary internet connection with a minimum speed of 15 Mbps.
    • Backup internet connection with at least 10 Mbps.
    • Backup connection must be capable of supporting work during a power outage.

  • Primary Device:
    • Desktop or laptop equipped with at least:
      • Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor.
      • A minimum of 8 GB RAM.

  • Backup Device:
    • Must meet or exceed the performance of an Intel Core i3 processor.
    • Must be functional during power interruptions.

  • Peripherals and Workspace:
    • A functioning webcam.
    • A noise-canceling USB headset.
    • A quiet, dedicated home office space.
    • A smartphone for communication and verification purposes.

Benefits

  • Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
  • Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
  • Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
  • Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.
  • Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
  • Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.

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