Remote Intake Services Specialist

We are looking for a remote team member to help our Client Services team as an Intake Specialist. This position is very people-oriented and SALES-oriented , but you must also be super organized , proactive , and good at keeping track of data. Examples of Day-to-Day Tasks: You will be receiving calls and speaking with leads to make sure they understand the value of our services, you will get information from them while keeping in mind lead follow-up deadlines. Making outbound calls to prospects referred to our firm. You will be tracking data from leads into our system in every interaction. You will have the opportunity to explain our legal services to leads and offer the value of our meetings with our attorneys. You will call our past clients and offer changes they will need to make to their plans. You will also call new clients when they get their first invoice to ensure they understand how our billing process works. Needed skills/qualifications: Self-motivated and disciplined. Open to constant feedback for improvement. Sales experience is a big plus, however, if you are great at building relationships, persuasive, and good at convincing people feel free to apply. Bilingual in English and Spanish (Business-level English) A TEAM PLAYER with the ability to work independently, excellent communication skills, open to direction, with a collaborative work style, and commitment to get the job done. Show integrity in all aspects of the position by doing the right thing, taking responsibility, and delivering on the promise. Attention to detail, excellent organizational skills, and superior time management skills. Needs to be comfortable picking up the phone and speaking to prospects/clients in both English and Spanish (also by email and texts.) Good and reliable internet connection. Quiet environment, you CANNOT be working from a cafe, etc. General customer service experience, phone experience, emailing clients, working with Adobe, Excel, and the Office Suite in general, etc. Bonus if you are familiar with Infusionsoft, Monday.com; Clio, or Law firm CRMs. (You will be trained) Experience in the legal field is not necessary. You will be trained. This is a full-time position, 9 AM - 6 PM EST. Mon - Friday

Location: Ciudad de México, MX

Posted Date: 5/15/2025