Intake & Onboarding Specialist

Type: Full-Time

Overview

We are seeking an experienced Intake & Onboarding Specialist with a strong background in client intake, sales, and customer engagement. This role is responsible for handling inbound inquiries, following up on website-generated leads, gathering client information, and guiding new clients through the onboarding process.

Responsibilities

• Answer incoming calls and respond to client inquiries professionally and efficiently.
• Follow up with leads generated through the company website and other marketing channels.
• Qualify potential clients and gather all necessary intake information.
• Build rapport with prospective clients and effectively communicate company services.
• Guide new clients through the onboarding process from initial contact to enrollment.
• Maintain accurate records in the CRM and ensure all documentation is completed.
• Coordinate with internal teams to ensure a smooth client onboarding experience.
• Follow up with prospective clients to maximize conversions and engagement.
• Provide exceptional customer service throughout the intake and onboarding journey.

Requirements

• Proven experience in senior-level intake, onboarding, or customer-facing roles.
• Strong phone presence and excellent communication skills.
• Experience handling inbound leads and converting inquiries into clients.
• Ability to build trust and establish strong client relationships.
• Highly organized with strong attention to detail.
• Comfortable managing multiple leads and onboarding processes simultaneously.
• Proficient with CRM systems and standard business software.
• Self-motivated, proactive, and results-driven.

Benefits

• Comfortable working U.S. hours
• Remote work from home
• Fraud Disclaimer: ReWorks Solutions will never request payment during recruitment or require in-person office visits. All official communication will come from a ReWorks Solutions email address. Please verify any suspicious messages with our team directly.