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V104 - Client Intake Coordinator

Role overview

Qualifications

  • Previous intake experience
  • Problem-solving ability
  • Sales savvy/Sales-oriented experience
  • Exceptional attention to detail

Responsibilities

  • Triage inquiries to identify qualified prospective clients
  • Respond to incoming calls and contact new leads
  • Keep lead records updated accurately in the CRM
  • Schedule qualified prospects for free consultations

Key facts

Hard skills

Other skills

  • Problem Solving
  • Communication
  • Detail Oriented
  • Organizational Skills
  • Time Management
  • Empathy
  • Rapport Building

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:

At Job Duck, we are looking for a motivated and client focused Intake Specialist to serve as the first point of contact for prospective clients. In this role, you will engage with new inquiries, respond promptly to leads, and help guide potential clients through the initial stages of their journey. Your ability to build trust, listen attentively, and communicate with empathy will have a direct impact on creating a positive client experience and supporting business growth.


This opportunity is ideal for someone who thrives in a fast paced environment, enjoys meaningful conversations, and can confidently balance sales awareness with sound judgment and strong organizational skills. You will play a key role in maintaining an efficient intake process while helping prospective clients feel heard, understood, and supported.


• Compesation Range: 1,142 USD to 1,220 USD Monthly

Responsibilities include, but are not limited to:

• Triage inquiries to identify qualified, viable prospective clients and distinguish inquiries requiring other assistance.


• Respond to incoming calls and contact new leads from website forms and social media inquiries; the firm aims to contact new leads within five minutes of submission.


• Keep lead records and relevant details updated accurately in the CRM.


• Schedule qualified prospects for free consultations using the cloud-based calendar, or transfer calls directly


• Work and follow up on the existing prospective-client pipeline, including people who have already had consultations


Requirements:

• Previous intake experience

• Problem-solving ability

• Sales savvy/Sales-oriented (experience)

• Comfortable handling phone conversations; excellent communication and empathy, with the ability to build rapport and help distressed or vulnerable callers feel heard and understood.

• Exceptional attention to detail, with a highly meticulous approach to work

• Strong organizational and time-management skills

• Comfortable and professional when communicating by phone.

• Honest


Schedule: 7:00 AM to 4:00 PM  (Mon-Fri) PST

Work Shift:

Languages:

English

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.

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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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