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V104 - Client Intake and Data Entry Specialist

Role overview

Qualifications

  • Bilingual (English and Spanish) – required
  • Strong organizational skills and attention to detail
  • Excellent communication and interpersonal abilities
  • Customer service experience with a focus on empathy and patience

Responsibilities

  • Manage and update CRM systems to maintain accurate client records
  • Qualify clients based on established criteria to ensure proper service alignment
  • Complete and process forms as required
  • Conduct intake and data entry accurately and efficiently

Key facts

Hard skills

Other skills

  • Customer Service
  • Detail Oriented
  • Communication
  • Social Skills
  • Empathy
  • Patience
  • Teamwork

About the company

Job Duck logo

Job Duck

Staffing & Recruiting

We help incredible people find amazing careers working from home for a United States-based business.

Company details

Company typeSME
IndustryStaffing & Recruiting
Company size201 - 500

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Job description

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!

Job Description:

We are seeking a Client Intake and Data Entry Specialist who is passionate about delivering exceptional service and building strong relationships with clients. This role is ideal for someone organized, empathetic, and proactive, with a commitment to high-quality client care.

Schedule: 9:00AM to 5:00PM Mountain Standard Time

Monthly compensation: 1,150 to 1,220 USD

Average amounts of calls expected (Inbound and outbound): 16+

Responsibilities include, but are not limited to:

  • Manage and update CRM systems to maintain accurate client records.

  • Qualify clients based on established criteria to ensure proper service alignment.

  • Complete and process forms as required.

  • Conduct intake and data entry accurately and efficiently.

  • Handle inbound calls and provide professional assistance to clients.

  • Perform follow-ups (FUPs) with clients to ensure satisfaction and resolve inquiries.

Requirements:

  • Bilingual (English and Spanish) – required.
  • Strong organizational skills and attention to detail.
  • Excellent communication and interpersonal abilities.
  • Customer service experience with a focus on empathy and patience.
  • Ability to work independently and as part of a team.
  • Sales background preferred but not mandatory (At least 1.5 years)

Work Shift:

Languages:

English, Spanish

Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.

Apply once. Then go straight to the hiring manager.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
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