V104 - Client Intake & Engagement Coordinator

Job Duck

6d • Remote

About The Position

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: We are seeking a highly organized, people-centered Client Intake & Engagement Coordinator to serve as the first point of contact for our prospective clients. This role is essential to ensuring every individual who reaches out feels heard, supported, and aligned with our mission from the very first interaction. As the hub of our intake and onboarding process, you will help guide potential clients from initial inquiry to becoming active clients by providing clear communication, thorough follow-through, and excellent service.

Requirements

• Excellent verbal and written communication skills
• Strong attention to detail and organizational skills
• Comfortable managing multiple tasks and deadlines
• Tech-savvy and familiar with CRM systems (or eager to learn)
• Warm, empathetic, and professional demeanor
• Enjoys engaging with people and representing the organization’s values

Responsibilities

• Contact prospective clients and schedule their initial consultations.
• Conduct intake screenings with all new leads.
• Conduct client check-in calls to support engagement and foster strong client relationships.
• Send legal agreements to prospective clients who are ready to hire.
• Prepare new client intake folders and consultation gifts.
• Manage, complete, and update tasks within the CRM to maintain seamless operations.
• Enter all gathered intake information into the firm’s CRM with accuracy and completeness.
• Serve as the first line of communication for incoming calls and ensure every interaction reflects the company’s mission and values.
• Respond promptly and professionally to all communication from potential clients (phone, email, text, etc.).

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed