V104- Sales Intake Associate

Job Duck

2d•Remote

About The Position

This Sales Intake Associate role with Job Duck offers an exciting opportunity for someone who thrives in a fast‑paced, client‑focused environment. In this position, the candidate will serve as the first point of contact for potential new clients, ensuring every interaction feels welcoming, professional, and confidently guided toward next steps. The role centers on converting inquiries into scheduled consultations by actively listening, asking effective questions, and persuasively offering solutions that meet each client’s needs. Someone who enjoys taking ownership, excels at communicating clearly, and embraces performance‑driven responsibilities will thrive in this position. This is an excellent fit for a detail‑oriented individual who combines warmth on the phone with a strong drive to follow through.

Requirements

Minimum of 1 year of experience in a client-facing role, such as customer service or sales.
Sales experience is required (not required to be law‑firm specific)
Experience converting leads or intakes into scheduled consultations
Experience conducting outbound follow‑up calls
Comfort being measured on performance metrics
Data Entry
Detail‑Oriented
Performance‑Driven
Strong Ownership
Active Listening
Professional Phone Presence
Time Management
Adaptability
Goal Orientation
Team Collaboration
English Fluency (spoken and written)

Responsibilities

Respond to inbound phone calls from potential new clients.
Assist with additional administrative tasks when required.
Meet or exceed performance expectations related to conversion metrics.
Ensure each caller receives a professional and supportive experience.
Overcome objections and confidently ask for the appointment.
Conduct outbound follow‑up calls to increase conversion rates.
Collaborate with internal team members as needed.
Maintain an organized workflow for tracking follow‑ups and pending appointments.
Enter client information accurately into the CRM.
Guide callers through the intake process and schedule consultations.