Intake Specialist (Remote)

Overview

This remote Intake Specialist role supports a sales-focused intake team that speaks with potential clients by phone to understand their needs, provide reassurance, explain how the firm can help, and sign new clients. While the position is sales-oriented, there are no cold calls—work is based on clients who have reached out.

Responsibilities

• Handle a high volume of inbound calls and messages independently, switching 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, including overcoming objections using a customer-centric, soft sales approach
• Conduct new client intake and onboarding in lead management software

Schedule & Shift Details

Regular Schedule (post-training):

• 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 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 fluency
• Documented history of exceeding goals and metrics
• Professional services or B2C experience
• Associate’s degree or higher

Compensation & Benefits

Compensation and benefits are not specified in the provided job description.

Location

Remote. The intake team supports clients throughout Washington and Oregon, and the PNW branch is headquartered in Seattle, WA (with branches in Portland, OR and Spokane, WA).