Intake Specialist Jobs

About The Position

Requirements

• Strong communication skills
• Technical skills
• Sales acumen
• Customer service expertise
• Proficiency with CRM systems (e.g., Salesforce)
• Experience with SharePoint, Adobe, Salesforce, and Slack

Nice To Haves

• Understanding of data analysis and conversion rates

Responsibilities

• Engage with potential clients via phone, email, and in-person to provide information and convert inquiries into signed cases.
• Build strong rapport while maintaining a results-driven approach with understanding of data analysis and conversion rates.
• Support client experience through onboarding / sales and cross-selling opportunities when appropriate.
• Respond promptly to client inquiries and resolve issues with professionalism.
• Provide real-time troubleshooting for technical or process-related concerns.
• Maintain accurate records in CRM systems (e.g., Salesforce and related).
• Create and maintain technical documentation for internal processes and client-facing resources.
• Utilize tools such as SharePoint, Adobe, Salesforce, and Slack for communication and documentation.
• Work closely with intake and case management teams to ensure seamless client onboarding.
• Contribute to process improvements and assist with administrative tasks.
• Maintain task documentation to support ongoing training and improvement.

Benefits

• Employer paid medical (health/vision/dental) benefits
• Monthly employer contribution to HSA account
• 401K options with up to 4% Safe Harbor match
• PTO on accrual basis
• Bonus incentives