V104 - Intake Specialist | Client Retainer & Engagement Specialist

V104 - Intake Specialist | Client Retainer & Engagement Specialist

Job Duck is a virtual staffing company that matches candidates to work from home for a single U.S.-based business, in most cases a law firm.

Job Description :

Summary : We are seeking an Intake Specialist to support a Family Law firm by managing warm leads and converting them into retained clients or paid consultations. The ideal candidate is persuasive, emotionally intelligent, and skilled at building trust through clear, empathetic communication. This role is perfect for someone with strong sales acumen and experience working with CRM systems like HubSpot.

Monthly Compensation : 1,150 to 1,220 USD

Responsibilities include, but are not limited to :

• Handle warm leads and convert them into retainers or paid consultations.
• Qualify and nurture leads through consistent follow-up.
• Explain the firm's services and guide potential clients through the intake process.
• Send and manage retainer agreements.
• Advise hesitant leads to book a paid consultation when appropriate.
• Maintain accurate records and updates within the CRM (HubSpot).
• Ensure a professional, empathetic, and supportive experience for every potential client.

Key Skills :

Excellent spoken and written English.

Familiarity with CRM platforms such as HubSpot, Pipedrive, or Salesforce.

Persuasive and confident communication style with strong closing skills.

Empathetic, patient, and emotionally intelligent when dealing with sensitive family law clients.

Highly organized, proactive, and attentive to detail.

Coachable, eager to learn, and comfortable handling client calls via Zoom.

Strong listening and conversational skills to build trust and understanding.

Requirements :

1 - 2 years of experience in sales, customer service, or client intake roles, preferably in a legal or professional services environment.

Strong proficiency in CRM systems, specifically HubSpot, with familiarity in similar platforms.

Excellent English communication skills.

Comfortable conducting client calls via Zoom or similar video conferencing tools.

Ability to handle sensitive client situations with empathy and professionalism.

Highly organized, detail-oriented, and able to manage multiple leads simultaneously.

Persuasive and confident with demonstrated closing skills.

Eager to learn, coachable, and adaptable to process improvements.

Softwares :

HubSpot

Work Shift : 8 : 00 AM - 5 : 00 PM [CST][CDT] (United States of America)

Languages : English, Spanish

We believe that every great person deserves a great job. This position is home-based, allowing you to work from the comfort of your own home. So, take the first step and apply now!

Our application process involves multiple stages, and submitting your application is just the beginning. Every candidate needs to successfully pass each stage to become part of our team. Please keep an eye on your email and WhatsApp for the next steps, as we'll assign someone to guide you through the application process. Be sure to check your spam folder as well.