Intake Specialist-Boston, MA

About the role Position Overview

The Intake Specialist performs the initial consultation with our clients to determine which of our services best fits their specific situation. This role involves gathering information, assessing client needs and ensuring a smooth entry into the firm. The Intake Specialist plays a crucial role in driving revenue by delivering the highest quality service to our clients.

• Learn, memorize, and research the case types we offer at the firm based on Attorney’s guidelines
• Conduct one-hour interviews with potential clients and initiate a potential case type based on the Attorney’s direction, training, FAQ documents, and other communications
• Lead Interviews with approved sales scripts and empathy to build rapport with potential clients
• Review case pricing with clients and determine their best payment option to start a potential case type. Involve the Intake Manager or Intake Assistant Manager to approve manager specials or payment plans
• Educate clients on the benefits of partnering with our firm and the payment options available to them
• Convert potential leads into admitted clients based on benefits and values of each case type
• Schedule and follow up with all leads that have potential case types to clarify information, answer questions, and encourage engagement with the firm
• If eligible, based on client’s initial down payment, this individual is responsible for scheduling the sign-up appointment
• Responsible for sending contracts to clients following down payment
• Stay up to date on weekly legal training with firm attorneys

• Possess excellent bilingual (English and Spanish) interpersonal and communication skills, both written and verbal
• World class customer service and selling skills
• Proven ability to meet deadlines and time manage themselves
• Impeccable organizational skills and attention to detail
• Strong problem-solving skills
• Experience in sales or metrics-based environment preferred

• Bilingual (Spanish English) B2-C1
• Proficient with Microsoft Office Suite or related software
• High School Diploma or equivalent experience
• Excellent verbal and written communication skills

Schedule will be Monday through Friday 8:30am-5:30pm EST

Compensation is $24.00/hr. + Performance Bonus

THIS ROLE WILL BEGIN AS A REMOTE POSITION. HOWEVER, IT WILL BECOME A FULLY ONSITE POSITION