Intake Specialist (Remote)

The Advocates - PNW • Seattle, WA

8d • Remote

About The Position

The Intake Specialist is part of a sales-focused team at The Advocates, a personal injury law firm. The role involves speaking by phone with potential clients who have contacted the firm, understanding their needs, helping them feel comfortable, explaining how the firm may help, and signing new clients. There are no cold calls. The position serves clients in Washington and Oregon and requires balancing a customer-centric sales approach with empathy for people dealing with injury or personal loss.

After training, the schedule is approximately 20 hours per week: Saturday from 8:30 AM to 5:00 PM PST, Sunday from 9:30 AM to 6:00 PM PST, and one flexible four-hour weekday shift between 10:00 AM and 5:00 PM PST.

Requirements

• At least 2 years of experience in sales, customer success, account management, or client onboarding.
• At least 1 year of recent experience in a fast-paced office environment.

Nice To Haves

• Spanish fluency.
• A documented history of exceeding goals and metrics.
• Professional services or business-to-consumer experience.
• An associate degree or higher.

Responsibilities

• Independently handle a high volume of calls and messages while switching between tasks.
• Engage new inbound leads quickly by phone, text, and email.
• Manage and track the prospect pipeline using lead management software.
• Schedule and conduct detailed phone interviews to assess case potential.
• Qualify and sign potential clients, addressing objections with a customer-centric soft-sales approach.
• Conduct new-client intake and onboarding in lead management software.

What This Job Offers

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