V104 - Intake and Sales Specialist
About The Position
Join Job Duck as an Intake and Sales Specialist who will play a pivotal role in connecting prospective clients with exceptional service. In this position, you’ll manage client intake processes, guide prospects through the sales journey, and provide light administrative and marketing support to keep operations running smoothly. Your work will directly impact client satisfaction and business growth, making you an essential part of a dynamic, collaborative team. If you thrive in a fast-paced environment, enjoy building relationships, and have a knack for organization and detail, this role is designed for you.
Requirements
- Previous experience in legal intake or law firm operations
- At least 1 year experience in sales or client acquisition
- Familiarity with e-filing processes and legal documentation
- Strong understanding of CRM systems and client management workflows
- Ability to draft professional correspondence and client-facing letters
Responsibilities
- Conduct follow-ups with prospective and existing clients
- Collaborate with internal teams to improve client experience
- Coordinate calls and ensure timely communication
- Support marketing initiatives and campaigns
- Organize and maintain client documents
- Handle CRM updates and maintain accurate records
- Perform e-filing tasks as needed
- Assist with drafting letters and administrative documentation
- Manage client intake and onboarding processes
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
