V104 - Intake and Sales Specialist

Job Duck

2d•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: This role supports a fast-paced legal intake and sales environment where every interaction helps guide potential clients through their first step toward representation. As an Intake and Sales Specialist at Job Duck, you will be responsible for handling inbound and outbound calls, supporting the sales process, and ensuring prospective clients feel informed, heard, and confidently guided. You will play a key role in drafting engagement-related documentation, coordinating consultations, and maintaining accurate records throughout the intake pipeline. This position is ideal for someone who enjoys client-facing work, follows up diligently, and can balance empathy with professionalism while moving conversations forward. Your daily work will directly impact conversion, client experience, and overall efficiency.

Requirements

Minimum 1 year of experience working as an intake specialist or in a customer-service role
Sales skills and experience required
Strong verbal and written communication skills
High attention to detail and strong analytical ability
Sales aptitude with the ability to address objections and guide clients through a decision process
Client empathy while maintaining professional boundaries
Consistent follow-up and organized client communication
Comfort working with CRM systems and learning new tools quickly
Ability to manage multiple conversations and tasks simultaneously
Location and timezone: Remote, Eastern Standard Time (EST)
Working Hours: Monday to Friday
Expected call volume: High (40 calls on average per day)
Software and Tools Required: Adobe, Google, Lawmatics, and Dialpad

Responsibilities

Follow up with prospective clients to move them through the intake pipeline
Participate in pre engagement and post representation glidepath processes
Schedule appointments and legal consultations
Conduct inbound and outbound intake and sales calls
Support the sales team during the client intake process
Maintain accurate and up to date client records in the CRM
Draft retainer agreements and non engagement letters
Conduct smile and dial GAS calls to existing clients, former clients, and prospective new clients who did not engage the firm
Accept payments from clients in accordance with firm procedures
Compile and track metrics related to leads, conversions, and sales activity