v104 - Intake and Scheduling Specialist
About The Position
The Intake Specialist plays a critical role at the top of the client journey, serving as the first point of contact and guiding prospective clients from initial inquiry through scheduled consultation. This role is ideal for a confident communicator who thrives in a fast-paced, performance-driven environment and takes pride in owning outcomes from start to finish. You will engage exclusively with warm leads, conduct structured intake conversations, and ensure qualified prospects are prepared and scheduled efficiently. Success in this role comes from urgency, precision, and the ability to balance empathy with strong sales execution. If you enjoy owning a pipeline, influencing outcomes, and ensuring no opportunity is lost, this role offers meaningful impact and growth at Job Duck.
Requirements
- 1 year experience as an Intake Specialist
- Neutral accent with strong, confident phone presence
- Sales-oriented mindset with ability to handle objections
- High emotional intelligence and empathy for sensitive client situations
- Strong organization and follow-up discipline
- Self-directed with strong ownership and accountability
- Detail-oriented with zero-error mindset in data and scheduling
- Results-driven and comfortable in metrics-based environments
- Technologically proficient with CRM and productivity tools
- Resilient, disciplined, and proactive
Responsibilities
- Proactively identify pipeline risks and communicate issues early
- Maintain full ownership of lead progression and scheduling outcomes
- Re-engage stalled or incomplete leads to prevent pipeline leakage
- Manage consultation payments through internal systems
- Initiate onboarding immediately after consultation scheduling
- Reinforce appointment value to improve preparedness and show rates
- Conduct structured intake calls of approximately 15 minutes to assess fit and readiness
- Own all inbound leads within the CRM from first contact through scheduled consultation
- Maintain real-time, accurate CRM records with defined next actions
- Execute consistent follow-up via phone, text, and email
- Guide prospects through required pre-consultation steps and documentation
- Schedule consultations aligned with firm availability and capacity
- Clearly communicate process, expectations, and next steps to prospective clients
- Qualify leads against established criteria to protect attorney calendars
- Respond to all new leads same day with urgency and professionalism
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
