V104 - Intake Specialist | Intake and Client Engagement Specialist

Job Duck

7d • Remote

About The Position

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 seeking a dedicated Intake Specialist who will serve as the first point of contact for prospective and active clients, playing a critical role in shaping their experience from the very first interaction. In this role, you will manage inbound leads across multiple channels, thoughtfully assess client needs, and guide individuals toward appropriate next steps with clarity, empathy, and confidence. Your day-to-day work will directly support conversion goals while ensuring no lead is overlooked and every client feels heard and supported. This position is ideal for someone who thrives in fast-paced environments, communicates with warmth and professionalism, and balances compassion with a strong results-driven mindset. You will be a key contributor to both client satisfaction and the firm’s overall growth.

Requirements

• Strong verbal communication skills
• Professional, warm, and reassuring phone presence
• High emotional intelligence and empathy
• Ability to remain composed with distressed or emotionally charged callers
• Detail-oriented and highly organized
• Sales-oriented mindset with confidence guiding next steps
• Strong sense of urgency and responsiveness
• Excellent documentation and note-taking skills
• Ability to multitask across systems and platforms
• Reliability and consistency in follow-through

Responsibilities

• Gather relevant information efficiently and professionally
• Schedule consultations once leads are qualified
• Support conversion goals while maintaining high client satisfaction
• Provide updates to active clients regarding their cases
• Triage prospective client needs to determine mutual fit
• Handle incoming leads from phone, web forms, social media, and other platforms
• Clearly explain services and the value of paid consultations
• Guide callers toward consultations or defined next steps
• Accurately document call details, notes, and actions in the intake system
• Communicate with empathy while maintaining a results-driven approach
• Answer all inbound calls and route them to the appropriate team members

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed