V104 - Intake Specialist | Sales Intake Representative

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Job Description:

We are seeking a highly motivated Intake Specialist to join Job Duck and serve as the first point of contact for prospective clients in a fast-paced legal environment. In this role, you will play a critical part in shaping the client experience by managing inbound and outbound calls, gathering essential case details, and guiding individuals through the intake and onboarding process. You will thrive in a results-driven setting where building trust, communicating clearly, and converting leads into signed clients are key to success. This position is ideal for someone who is confident on the phone, naturally persuasive, and energized by achieving and exceeding performance goals. If you enjoy engaging with people, identifying opportunities, and making a meaningful impact through your work, this role offers a rewarding path forward.

Monthly Compensation: 1,150 to 1,220 USD

Responsibilities include, but are not limited to:

• 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

Requirements:

• 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

Training Program:

 • Participation in the Staffer Skills Foundation Program is included
 • Weekly one-hour instructor-led sessions every Wednesday from 2:00–3:00 PM EST
 • Focus on core professional skills and role-specific applied practice

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

Work Shift:

Languages:

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.