Intake Specialist

The Advocates

Intake Specialist handling new client inquiries for a personal injury law firm. Engaging with clients through calls, texts, and emails while supporting case assessments and onboarding.

Posted 7/22/2026full-timeRemote • Washington • 🇺🇸 United StatesJuniorMid-Level💰 $25 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong capabilities in managing high volumes of client interactions through effective communication and lead management. Proficient in client onboarding and utilizing a customer-centric approach to sales and account management.

Highest-signal resume keywords

Sales ExperienceCustomer SuccessLead Management SoftwareClient OnboardingSpanish Fluency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead ManagementClient IntakeSales MetricsPipeline ManagementCustomer-Centric Sales

Soft Skills

CommunicationTask ManagementProblem SolvingAdaptability

Certifications & Qualifications

Associate's Degree

Industry Keywords

B2C ExperienceProfessional ServicesFast-Paced Office Environment

About the role

Key responsibilities & impact

Work independently to handle a high volume of calls and messages, while pivoting between tasks with ease
Engage new inbound leads quickly via phone, text, and email
Manage and track prospect pipeline using lead management software
Schedule and conduct detailed phone interviews to assess case potential
Qualify and sign potential clients including overcoming objections using a customer-centric soft sales approach
Conduct new client intake and onboarding in lead management software
Meet our needs for staffing availability – currently seeking a Wednesday-Sunday shift between 9:30am-6pm, following an in-office training period during business hours, M-F from 8:30am-5pm. FULLY REMOTE.

Requirements

What you’ll need

Minimum of 2 years in sales, customer success, account management or client onboarding (required)
1+ years' recent experience in a fast-paced office environment (required)
Spanish fluency (Preferred)
Documented history of exceeding goals and metrics (preferred)
Professional services or B2C experience (preferred)
Associate's degree or higher (preferred)

Benefits

Comp & perks

$25-$30 / hour guaranteed full-time
Quarterly performance-based bonuses
401(k) + 4% matching (after 1 year employment)
100% employer paid Health, Vision, Dental (buy ups available)
3 Weeks PTO in year 1, Uncapped PTO in year 4
Employee Assistance Program
Commuter/Metro Card Program