Walker Advertising

Intake Specialist II

United States full-time Mid $26 - $29
full-time Mid level Technology & IT Salary listed Curated
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About the role

About Walker Advertising

Since 1984, Walker Advertising has bridged the gap between a law firm's need to grow and an underserved community's need for trustworthy legal services. Our teams lead with empathy and without ego to serve others through integrity and trust. We dare to think differently and work to consistently raise the bar, creating a workplace environment based on respect.

We believe that our employees are not just numbers; they are people. People with families and lives outside of work. We understand that a career is just one piece of the puzzle that makes people successful, happy individuals. That's why as we grow our teams, we focus on the whole person.

About the role

Walker Advertising is seeking a motivated and customer-focused Customer Success Specialist to join our Contact Center and Sales team. In this role, you will play a key part in driving client acquisition and satisfaction by connecting potential clients with Walker’s trusted network of attorney partners. By building strong relationships, addressing client needs, and ensuring seamless agreement execution, you will directly contribute to the company’s mission of serving communities and growing our partnerships.

As a Customer Success Specialist, you will join a collaborative team focused on delivering exceptional results while fostering a supportive and inclusive workplace.

What you'll do

Client Intake:Obtain appropriate and pertinent information from the potential clients (PC); encourage the PC to sign legal agreements if the lead meets criteria.

Follow-Up: If lead meets criteria, offers agreement to the PC.  Assists the PC with the electronic execution of the agreement.  Answers any questions of the PC over the phone.  Escalate the call to a supervisor or attorney if legal questions arise or objections cannot be addressed. 

Client Relations: Provide excellent customer service by addressing PC inquiries, concerns, and issues in a timely and professional manner. Act as a liaison between PC and attorneys.

Documentation: Ensure all necessary attorney intake forms and documents are completed, signed, and filed correctly. Assist with gathering additional documentation from clients as needed.

Confidentiality: Handle all client information with the highest level of confidentiality and in compliance with legal and ethical standards.

Collaboration: Work closely with attorneys and other staff members to ensure a smooth transition of clients from intake to case management.

Maintain a high billable rate, consistently reaching or exceeding quarterly targets

Aid team members either directly or indirectly by helping sign chase leads or by providing coaching, problem solving, or other helpful solutions

Tactfully handle difficult PCs or minor technical issues as they arise, requiring minimal management coaching

Adhere to all call quality, adherence, and chase protocols consistently, receiving 1 or fewer penalties within the calendar year

Engage in team meetings and provide regular feedback, when appropriate, to management

Be trusted with new team member onboardings and trainings

Qualifications

4+ years of experience in sales, customer service, or law office

Strong interpersonal and communication skills, with the ability to build trust and rapport.

Proven ability to meet or exceed performance and sales targets.

Familiarity with CRM systems or case management software.

High school diploma or equivalent.

Preferred:

Legal or law office experience

Benefits/Perks

3 Weeks Paid Time Off

12 Weeks of Guaranteed Paid Parental Leave

Comprehensive Insurance Coverage (Medical, Dental, Vision, etc.)

401(k) Retirement Savings Plan

Wellness Initiatives/Employee Assistance Program

Rewards and Recognition Programs

Career Development Opportunities

Pay Range

$26-$29/hr plus Bi-weekly Bonuses (Remote - United States)

AI Disclaimer & Accommodations

We may use AI-enabled tools to assist with certain parts of our hiring process, including application review and candidate evaluation. These tools support our team and are used with human oversight. All final hiring decisions are made by humans.

If you require reasonable accommodations during the application process or have questions about our hiring process, please contact .

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 Customer Service Human Resources Remote Collaboration Sales Mid level

Likely questions

  1. Tell us about work you have done that is close to the Intake Specialist II role.
  2. How would you approach your first 30 days at Walker Advertising?
  3. Which of CRM, Customer Service and Human Resources 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, Customer Service and Human Resources.
  • 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 Intake Specialist II role because I can bring practical experience in CRM, Customer Service and Human Resources, learn the team quickly, and contribute to the outcomes Walker Advertising needs from this hire.

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