V104 - Intake and Scheduling Coordinator
About The Position
Join Job Duck as an Intake and Scheduling Coordinator and become the first point of contact for prospective clients, playing a key role in shaping their initial experience. In this role, you will engage with inbound leads, guide them through the intake process, and help determine the best next steps based on their needs. Your ability to communicate clearly and confidently while building trust will directly impact client conversion and satisfaction. This position is ideal for someone who is highly organized, naturally persuasive, and enjoys balancing empathy with professionalism. If you thrive in a fast-paced environment where attention to detail and strong interpersonal skills are essential, this opportunity offers a meaningful way to contribute daily.
Requirements
- Minimum 1 year of experience working as an Intake Specialist or in sales/customer service roles
- Experience handling inbound calls and client intake processes
- Proven ability to qualify leads and guide prospects through decision-making
- Strong verbal communication and phone presence with clear English pronunciation and Spanish fluency
- Ability to build rapport and confidently guide conversations toward conversion
- High attention to detail and ability to follow structured processes accurately
- Strong organizational skills with the ability to manage multiple leads simultaneously
- Independent problem-solving and decision-making capabilities
- Professional demeanor with a client-focused mindset
- Interpersonal skills that balance empathy with assertiveness when setting boundaries
- Ability to communicate value in a natural and persuasive way
Responsibilities
- Schedule paid consultations for qualified prospects
- Provide fee quotes using a predefined framework
- Reinforce company communication protocols and boundaries professionally
- Collaborate with internal teams via Slack to update lead status
- Follow up with leads to maintain engagement and drive conversions
- Ask qualifying questions to assess and screen leads effectively
- Handle inbound calls from potential clients and conduct initial intake
- Maintain accurate records of leads using tracking tools
- Send agreements and support clients through the onboarding process
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
