Intake Specialist
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BACK OFFICE DE CHIHUAHUA busca Intake specialist en Merida - Mérida, Yucatán:
Were looking for an Intake Specialist to serve as the first point of contact for prospective clients, qualifying leads and guiding them through the legal intake and retainer process.
What Youll Do:
- Handle inbound and outbound calls, messages, and follow-ups:
- Conduct structured legal intake interviews:
- Qualify leads based on firm criteria
- Accurately document information in CRM / case management systems:
- Guide qualified prospects through the retainer process:
- Perform timely follow-ups to improve conversion
- Maintain professional, empathetic, and confidential communication
Requirements:
-
Fluent in English and Spanish (spoken & written)
- Experience in legal intake, legal support, or client-facing legal roles:
- Basic to intermediate understanding of legal intake processes:
- Strong communication, active listening, and attention to detail
- Comfortable using CRMs and documentation tools:
- Ability to manage multiple cases and priorities
Nível de educación deseada:
Media Superior
Nível de experiência deseada:
Nível Inicial
Función departamental:
Atención al cliente
Industria:
Outsourcing / Offshoring