Intake and Scheduling Specialist

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Intake and Scheduling Specialist based in the United States.

This role is an excellent opportunity for a bilingual professional who enjoys helping people and creating strong first <impressions.You> will serve as a key point of contact for prospective clients, handling inbound inquiries and gathering essential information.The position combines lead qualification, CRM management, follow-up, and appointment scheduling in a fast-paced <environment.You> will help ensure qualified leads are accurately documented and routed to the appropriate sales team.Success in this role requires empathy, attention to detail, professionalism, and confident communication in both English and Spanish.The role supports a high volume of daily interactions while maintaining a consistently positive client experience.This is a fully remote, full-time opportunity offering long-term career potential and professional development.

Accountabilities

• Serve as an initial point of contact for prospective clients, creating a welcoming, professional, and helpful experience.
• Handle approximately 30 incoming calls per day while maintaining accuracy, professionalism, and empathy throughout each interaction.
• Qualify prospective leads according to established internal criteria and determine whether they meet the requirements for further engagement.
• Gather relevant client and lead information and accurately enter all details into the CRM.
• Transfer qualified leads to the appropriate department, particularly the sales team, ensuring information is complete and properly documented.
• Follow up with potential leads from previous days to maintain engagement and support conversion opportunities.
• Add and maintain contact records in the CRM, ensuring information remains accurate and up to date.
• Schedule appointments for the sales team and coordinate details to support an efficient intake process.
• Apply knowledge of relevant legal terminology when communicating with prospective clients and documenting their information.
• Maintain a high standard of customer service while managing multiple conversations, priorities, and follow-up activities.

Requirements

• Strong command of both English and Spanish, with the ability to communicate clearly and professionally in both languages.
• Previous experience in intake, customer service, call center, lead qualification, scheduling, sales support, or a related client-facing role is advantageous.
• Knowledge of legal terminology is required or strongly preferred.
• Excellent interpersonal and communication skills, with an empathetic and approachable communication style.
• Strong attention to detail and accuracy when gathering, documenting, and updating client information.
• Ability to remain organized and focused while handling a high volume of calls and follow-up activities.
• Comfortable working with CRM systems and accurately entering and maintaining data.
• Ability to identify qualified leads and confidently route them to the appropriate team.
• Professional, dependable, and service-oriented approach to client interactions.
• Ability to work effectively during the required 9:00 AM–6:00 PM Eastern Time schedule.
• Strong initiative and willingness to learn, adapt, and contribute to a collaborative remote environment.

Benefits

• Competitive compensation ranging from $1,142 to $1,220 USD.
• 100% remote, home-based work environment.
• Full-time, long-term career opportunities.
• Paid time off.
• Performance bonuses.
• Parental leave.
• Professional development and training opportunities.
• Dedicated team support.
• Opportunity to work within a culturally diverse and collaborative environment.
• Alignment with clients' core values and a focus on delivering high-quality service.