V104 - Intake Specialist | Sales Intake Representative

Job Duck

1d • 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 motivated Intake Specialist to join Job Duck and serve as the first point of contact for prospective clients in a fast-paced legal environment. In this role, you will play a critical part in shaping the client experience by managing inbound and outbound calls, gathering essential case details, and guiding individuals through the intake and onboarding process. You will thrive in a results-driven setting where building trust, communicating clearly, and converting leads into signed clients are key to success. This position is ideal for someone who is confident on the phone, naturally persuasive, and energized by achieving and exceeding performance goals. If you enjoy engaging with people, identifying opportunities, and making a meaningful impact through your work, this role offers a rewarding path forward.

Requirements

• Time Zone: Eastern Standard Time (EST)
• Schedule: Monday to Friday, 8:30 AM to 5:30 PM EST, with flexibility to support occasional extended hours based on business needs (additional hours are compensated accordingly)
• Experience: Prior experience in sales, intake, or client-facing roles is required, preferably in a legal or service-based environment
• Strong verbal communication skills with the ability to build rapport quickly
• Sales-driven mindset with a focus on achieving and exceeding targets
• Excellent listening and questioning abilities to gather accurate information
• High level of organization and attention to detail
• Ability to manage a high volume of calls efficiently (31–45 calls per day expected)
• Persuasive and confident approach when guiding clients through decision-making
• Adaptability and flexibility to handle shifting priorities and extended hours if needed
• Professional demeanor and client-focused attitude
• Problem-solving skills with the ability to assess case qualification effectively
• Languages: English

Responsibilities

• Collaborate with internal team members to ensure smooth intake and onboarding processes
• Guide clients through the process of reviewing and signing representation documents
• Handle a high volume of inbound and outbound calls with prospective clients
• Provide a professional and empathetic experience to all prospective clients
• Meet or exceed daily, weekly, and monthly performance targets
• Maintain detailed and organized records of all client interactions
• Follow up consistently with leads to maintain engagement and drive conversions
• Evaluate and assess whether potential cases meet qualification criteria
• Gather and document relevant case information accurately in the CRM

What This Job Offers

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