Sales - Client Intake Coordinator

Job Description

Job Description

Salary : $23 - $25 per hour

Position Summary

The Client Intake Coordinator serves as the first point of contact for potential clients. They are responsible for evaluating and scheduling potential new clients (PNCs) over the phone, communicating company mission, providing information to clients and PNCs, and performing a variety of clerical and client care tasks. This position, as first contact, sets the standard for all other interactions clients will have as they move forward with us.

To succeed in this role, you will be able to quickly establish rapport, build relationships, and evaluate each clients suitability as it pertains to the mission and goals of RDF. We are especially looking to expand services to the Spanish-speaking community, so we welcome applicants who are proficient / fluent in Spanish. If you are empathetic and non-judgmental - while also keeping things professional and efficient - please apply!

Essential Duties & Responsibilities

• Provide excellent customer service by establishing and maintaining a true human connection with every potential client.
• Speak with clients both by phone and occasionally in person, and accept payments as needed.
• Follow scripts and procedures consistently to ensure an excellent client experience.
• Use company guidelines to screen PNCs, gather pertinent information about their cases, and schedule intake phone calls with the Sales team.
• Enter PNC contact and information data into our database.
• Set appointments for qualified potential clients and keep sales team calendars and schedules organized.
• Keep detailed notes in CRM documenting all communication with the prospective new client before, during, and after contact with them, and provide valuable information to the rest of the RDF team and the client.
• Refer out potential clients who do not meet RDFs intake criteria in a compassionate manner so that the client considers our company again should they need future legal services.
• Consciously contribute to the creation of a positive team environment by always communicating with each team member in a respectful and professional way.
• Stay informed and respectful of bar rules of ethics and professionalism with special emphasis on the definition of providing legal services.
• Perform miscellaneous clerical tasks as needed, including updating policies and procedures, spreadsheet management, and email to ensure operational efficiency; other related duties as required and assigned.

Required Skills and Abilities

Education and Experience