V104 - Virtual Intake Specialist
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: Job Duck is seeking a driven and personable Virtual Intake Specialist who thrives at the intersection of client service and sales. In this role, you will be the first point of contact for prospective clients, ensuring every interaction is handled with professionalism, empathy, and confidence. Your daily work will directly impact lead conversion and client experience by managing calls, booking consultations, and maintaining accurate records. This position is ideal for someone who enjoys fast-paced environments, adapts quickly to feedback, and values structured processes. If you are motivated by meaningful conversations, clear goals, and being part of a respectful, collaborative team, this role offers both purpose and growth.
Requirements
- Minimum 1 year of experience working as an Intake Specialist or in a customer service role
- Experience in sales required
- Availability to work one or two days over the weekend required
- Excellent English skills
- Sales-oriented communication skills
- Strong phone presence and active listening
- High level of integrity and honesty
- Compassionate and client-focused mindset
- Ability to adapt quickly and receive feedback
- Team-oriented with a respectful work style
- Quick learner with attention to detail
- Organized and process-driven
- Location and timezone: Remote, Eastern Standard Time (EST)
- Working Hours: Monday to Friday/Saturday (comfortable with working one or two days on the weekends)
- Expected call volume: High volume (45+ daily)
- Software and Tools Required: - CRM: FileVine - VOIP: Intermedia - Email/Calendar: Gmail
- Work Shift: 8:30 AM - 5:30 PM [EST][EDT] (United States of America)
- Languages: English
Responsibilities
- Answer incoming phone calls from prospective clients
- Book and confirm consultations accurately
- Schedule appointments and manage calendars
- Update and maintain CRM records consistently
- Support daily intake operations to meet booking KPIs
- Perform administrative tasks including opening files
- Complete data entry with accuracy and timeliness
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
