Job Duck

Intake and Lead Conversion Specialist

Job Duck

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $1,150 - $1,220 per month

Job Level

Senior

About the role

  • Collaborate with internal teams to ensure smooth client onboarding and service delivery
  • Maintain organized records and ensure all communications are tracked appropriately
  • Accurately document client information in the CRM system following established procedures and scripts
  • Identify client goals and concerns with professionalism and empathy
  • Explain services and processes clearly, ensuring expectations are understood
  • Support clients after attorney consultations with timely follow‑up for payments and continuation of services
  • Conduct outreach to web inquiries and leads via phone calls, text messages, and emails
  • Manage follow‑ups with prospective clients who have not yet moved forward
  • Handle first contact with potential clients through phone calls and scheduled Zoom consultations

Requirements

  • Office Hours: 8 AM–5 PM CST (US)
  • Software: Monday.com , Dialpad, Office 365
  • Required Skills: 2-3 years of experience in sales or client‑facing roles
  • Experience converting leads
  • High emotional intelligence and empathy
  • Strong motivation and proactive drive
  • Clear and fluent English communication skills
  • Ability to follow procedures and work effectively with CRMs and scripts
  • Detail‑oriented and organized
  • Persuasive communication skills
Benefits
  • Competitive salary.
  • Paid Time Off and holiday pay (where applicable).
  • Annual Bonuses.
  • 100% remote/home-based position.
  • Full-time, long-term career opportunities.
  • Parental Leave.
  • Professional development and training.
  • Dedicated team support.
  • Alignment with our clients' core values.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
CRMlead conversionclient onboardingservice deliverydocumentationfollow-up procedures
Soft skills
emotional intelligenceempathymotivationproactive drivecommunication skillsdetail-orientedorganizational skillspersuasive communication