Intake Specialist (Remote)

Overview

This part-time Intake Specialist role supports a sales-focused intake team for a personal injury law firm with offices across the United States. Intake Specialists speak with potential clients by phone (and also via text and email) to understand their needs, provide reassurance, evaluate case potential, and guide new clients through intake and onboarding.

The PNW branch is headquartered in Seattle, WA, with branches in Portland, OR and Spokane, WA. The intake team speaks with callers 7 days a week and works with clients throughout Washington and Oregon.

Responsibilities

• Handle a high volume of calls and messages independently, pivoting between tasks as needed
• Engage new inbound leads quickly via phone, text, and email
• Manage and track the prospect pipeline using lead management software
• Schedule and conduct detailed phone interviews to assess case potential
• Qualify and sign potential clients using a customer-centric soft sales approach, including overcoming objections
• Conduct new client intake and onboarding within lead management software

Schedule & Shift Details

• Saturday: 8:30 AM – 5:00 PM PST
• Sunday: 9:30 AM – 6:00 PM PST
• Weekdays: One flexible 4-hour shift between 10:00 AM and 5:00 PM PST
• Total hours: Approx. 20 hours/week (post-training)

Requirements

• Minimum of 2 years in sales, customer success, account management, or client onboarding (required)
• 1+ years of recent experience in a fast-paced office environment (required)

Preferred Qualifications

• Spanish language skills—bilingual fluency (preferred)
• Documented history of exceeding goals and metrics (preferred)
• Professional services or B2C experience (preferred)
• Associate's degree or higher (preferred)

Location

Seattle, WA (PNW branch), supporting clients throughout Washington and Oregon.

Compensation & Benefits

Not specified in the provided job description.