Job Duck

Legal & Sales Intake Specialist

United States full-time Mid $1,142 - $1,220
full-time Mid level Technology & IT Salary listed Curated
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About the role

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 dedicated Intake Specialist who will serve as the first point of contact for potential clients and play a critical role in the firm’s growth. In this role, you will manage a high volume of inbound and outbound calls, respond promptly to intake leads, and ensure every caller feels heard, supported, and guided. Your day to day work will directly impact client satisfaction and conversion by balancing empathy with a results driven approach. This position is ideal for someone who thrives in fast paced environments, understands the importance of urgency, and enjoys contributing to both client experience and operational efficiency.

• Compensation Range: $1142 USD – $1220 USD

Responsibilities include, but are not limited to:
Coordinate with internal team members to support client onboarding

Conduct initial client intakes with empathy and clarity

Respond quickly and professionally to new intake leads

Maintain accurate records within the CRM

Track and report intake activity during slower call periods

Qualify leads using a sales minded approach
Follow up with potential clients to maintain engagement

Manage inbound and outbound calls throughout the workday

Requirements:

  • Time Zone: Pacific Standard Time PST
  • Work Schedule: Full time aligned with PST business hours 8:00 AM to 5:00 PM

Required Software and Tools:

• Clio CRM

• Dialpad VoIP

  • Outlook Email
  • Outlook Calendar
  • Simple Talk

• Google Sheets

Role Requirements:
• Strong English proficiency written and verbal
• Ability to manage approximately 45+ calls per day
• Comfortable handling a mix of inbound and outbound calls
• Capable of switching between call handling and administrative reporting during slower periods

Work Shift:
9:00 AM - 6:00 PM [PST][PDT] (United States of America)Languages:
English, SpanishReady 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.
Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Mid
Technology & IT CRM Data Analysis Excel Remote Collaboration Sales Mid level

Likely questions

  1. Tell us about work you have done that is close to the Legal & Sales Intake Specialist role.
  2. How would you approach your first 30 days at Job Duck?
  3. Which of CRM, Data Analysis and Excel have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you handle busy days, changing priorities, or pressure at work?

Prepare before the call

  • A recent example that proves your experience with CRM, Data Analysis and Excel.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Legal & Sales Intake Specialist role because I can bring practical experience in CRM, Data Analysis and Excel, learn the team quickly, and contribute to the outcomes Job Duck needs from this hire.

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