Intake Specialist

Overview

The organization is seeking a bilingual professional to serve as the first point of contact for potential new clients. This role involves screening and qualifying leads, scheduling initial consultations, and supporting a smooth sales and intake process.

The work will be supervised by an attorney and carried out in close collaboration with the sales team and the Firm Administrator.

Responsibilities

• Talk with leads and determine whether they are qualified by asking a series of questions to:
  • identify whether they match the ideal A+ client profile
  • target the correct legal issues
  • gauge urgency and motivation
  • determine whether there is a potential conflict of interest
• Screen out unqualified leads using the same qualification questions.
• Schedule qualified leads for initial consultations (sales calls).
• Initiate the pre-engagement glidepath for all prospects scheduled for an initial consultation to build excitement and urgency and improve show-up rates.
• Ensure every person who contacts the firm leaves better off, through a consultation, a referral to an appropriate firm or contact, or helpful resources.
• Prepare the salesperson with all information needed for a successful consultation.
• Prepare engagement agreements and follow up to ensure prospects sign and make the agreed payment.
• Stay in contact with:
  • leads who do not schedule consultations
  • prospective new clients (PNCs) who do not show up
  • PNCs who do not sign after their initial consultation
• Update the firm’s databases, reports, and spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics.

Requirements

• Fluent in Spanish and English (spoken and written).
• Prior customer service experience (required).
• Sales background; energetic and professional.
• Experience with a CRM, particularly data tracking and reporting (required).
• Education or work experience equivalent to a bachelor’s degree. A degree is a plus but not required.

Preferred Qualifications

• Knowledge of the legal industry is an asset.
• Real-life experience, including overcoming a major obstacle or making an important life change, is a plus.

Compensation & Benefits

• Salary: $3.500.000 COP monthly
• Full benefits: Complete Colombian legal benefits (Prima, Cesantías, EPS, etc.)

Location & Schedule

• Location/Work modality: 100% Work from Home
• Schedule: Monday to Friday
• Job security: Indefinite Term Contract (Término Indefinido)

Growth

• Opportunity to grow with a US immigration law firm