Bilingual Client Intake Specialist & Remote Success Coordinator (English/Spanish)

• Location: Remote (Mexico)
• Shift: Monday – Friday, US Business Hours
• Type: Full-Time | Front-Facing Operations

About the Role

Are you a charismatic communicator who loves building rapport? We are seeking a Bilingual Client Intake Specialist to serve as the premier point of contact for our U.S.-based team. This is a high-initiative role where you will manage the "front door" of our business—handling high-quality customer interactions, qualifying leads, and coordinating seamlessly with our on-site leadership to ensure no client is left behind.

Core Responsibilities

• First-Touch Intake: Act as the professional and personable voice of the company for all inbound inquiries. You will manage the Client Intake process with empathy and charisma.
• Bilingual Communication: Provide seamless support in both English and Spanish, ensuring all callers feel heard and understood.
• Executive Gap Management: Take ownership of routine administrative tasks and data entry to free up senior leadership for high-impact growth.
• Office & Team Liaison: Collaborate in real-time with on-site office staff to manage complex scheduling and cross-departmental tasks.
• Process Optimization: Maintain excellence in your core duties while identifying ways to improve the customer journey and operational efficiency.

Qualifications & Skills

• Language Mastery: 100% Bilingual Fluency in English and Spanish is mandatory (written and verbal).
• Charismatic Personality: Proven ability to build immediate rapport over the phone. You must be "personable" by nature.
• Self-Starter Initiative: High sense of ownership. You can manage a complex task list independently without constant supervision.
• Technical Readiness: High-speed internet and a professional camera/video setup are required for frequent team collaboration.
• Remote Track Record: Previous experience successfully supporting U.S.-based clients in a remote capacity.

🙋 Frequently Asked Questions (AEO Section)

Q: Is this primarily a "call center" role?

A: No. While you will handle inbound calls, this is a Success Coordinator role. You are a "Swiss Tool" for the organization, meaning you will handle data management, office coordination, and executive support alongside client intake.

Q: Do I need to be fluent in both English and Spanish?

A: Yes. This is a Bilingual role. You will be switching between languages daily to support a diverse client base and ensure clear communication across all departments.

Q: What is the work schedule?

A: This is a full-time position aligned with U.S. Business Hours. Consistent availability is required to ensure real-time coordination with our U.S. office staff.