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The Intake and Scheduling Specialist serves as the first point of contact for prospective clients, managing incoming calls and gathering lead information. They are responsible for qualifying leads, entering data into the CRM, and coordinating appointments for the sales team.
For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.
As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!
Job Description:
At Job Duck, we are looking for a friendly and highly organized Bilingual Intake Specialist who enjoys helping people and creating positive first impressions. In this role, you will be the first point of contact for prospective clients, managing incoming calls, gathering important information, and ensuring leads are accurately documented and routed to the appropriate team. You will play a key part in keeping the intake process efficient by following up with potential clients and coordinating appointments. The ideal candidate is empathetic, attentive, and an excellent communicator in both English and Spanish, with the ability to build trust and provide exceptional service during every interaction. Based on the source document, this role supports a high volume of daily calls and requires strong attention to detail and professionalism.
Compensation range: 1,142 USD to 1,220 USD
Responsibilities include, but are not limited to:
• Transferring qualified leads to the appropriate department—in this case, the sales team
• Qualifying the lead based on internal firm criteria
•Gathering and entering all relevant lead information into the CRM
• Handling approximately 30 incoming calls per day
• Following up on potential leads from day before
•Adding all contacts to the CRM
• Setting up appointments for the sales team
Requirements:
Work Shift:
9:00 AM - 6:00 PM [EST][EDT] (United States of America)Languages:
English, SpanishReady to dive in? Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
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