Client Intake Coordinator

• Serve as the first point of contact for prospective clients
• Engage with new inquiries and respond promptly to leads
• Guide potential clients through the initial stages of their journey
• 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 within the firm's five-minute target
• Keep lead records and relevant details accurately updated 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

• 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 and a highly meticulous approach to work
• Strong organizational and time-management skills
• Comfortable and professional when communicating by phone
• Honest
• English language
• Ability to work 7:00 AM to 4:00 PM PST, Monday through Friday
• Must successfully pass each stage of the application process

• Remote job opportunity
• Great Place to Work Certification environment