Skip to the page

V104 - Client Intake Coordinator

FlywheelWorkdayRemote
Posted 20 OctFound 27 OctSeen 7 minutes ago

Fit

The keywords the posting names, against what your resume says.

Add your resume to see which of its keywords you already have, and get a resume tailored to this posting. 10 a month, free.

The Posting

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:

At Job Duck, we are looking for a motivated and client focused Intake Specialist to serve as the first point of contact for prospective clients. In this role, you will engage with new inquiries, respond promptly to leads, and help guide potential clients through the initial stages of their journey. Your ability to build trust, listen attentively, and communicate with empathy will have a direct impact on creating a positive client experience and supporting business growth.

This opportunity is ideal for someone who thrives in a fast paced environment, enjoys meaningful conversations, and can confidently balance sales awareness with sound judgment and strong organizational skills. You will play a key role in maintaining an efficient intake process while helping prospective clients feel heard, understood, and supported.

  • Compesation Range: 1,142 USD to 1,220 USD Monthly

Responsibilities include, but are not limited to:

  • Triage inquiries to identify qualified, viable prospective clients and distinguish inquiries requiring other assistance.
  • Respond to incoming calls and contact new leads from website forms and social media inquiries; the firm aims to contact new leads within five minutes of submission.
  • Keep lead records and relevant details updated accurately in the CRM.
  • Schedule qualified prospects for free consultations using the cloud-based calendar, or transfer calls directly
  • Work and follow up on the existing prospective-client pipeline, including people who have already had consultations

Requirements:

  • Previous intake experience
  • Problem-solving ability
  • Sales savvy/Sales-oriented (experience)
  • Comfortable handling phone conversations; excellent communication and empathy, with the ability to build rapport and help distressed or vulnerable callers feel heard and understood.
  • Exceptional attention to detail, with a highly meticulous approach to work
  • Strong organizational and time-management skills
  • Comfortable and professional when communicating by phone.
  • Honest

Schedule: 7:00 AM to 4:00 PM (Mon-Fri) PST

Languages: English

Ready to dive in? Apply now and make sure to follow all the instructions!

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.

Facts

Source
Workday
External id
R-103751
Location
Remote, United States
Remote
Remote, read from the text
Pay
$1,142 to $1,220/mo, read from the text
Posted
20 Oct 2026
First seen
27 Oct 2026, 12:33
Last seen
1 Nov 2026, 22:29
Status
Not yet added
Posting id
df980247-78b9-577a-ac23-3ce4c9f344a3