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Job Duck

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V104 - Intake Specialist | Retainer & Client Engagement Specialist

Anywhere
other
Posted 10/17/2025
Direct Apply
Key Skills:
Excellent Spoken And Written English
Familiarity With CRM Platforms
Persuasive Communication Style
Empathetic Communication
Highly Organized
Proactive
Attention To Detail
Coachable
Eager To Learn
Strong Listening Skills
Conversational Skills
Sales Acumen
Client Intake Experience
Detail-Oriented
Closing Skills

Compensation

Salary Range

$1K - 1K month

Responsibilities

The Intake Specialist will manage warm leads and convert them into retained clients or paid consultations. This includes qualifying leads, explaining services, and ensuring a supportive experience for potential clients.

Requirements

Candidates should have 1-2 years of experience in sales or client intake roles, preferably in a legal environment. Strong proficiency in CRM systems, particularly HubSpot, and excellent English communication skills are essential.

Full Description

Job Duck is hiring a virtual V104 - Intake Specialist | Retainer & Client 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 Schedule Monday to Friday Work Shift: 8:00 AM - 5:00 PM [CST][CDT] (United States of America) Languages: English 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. Job Duck helps talented individuals work remotely for US-based companies. Check out all the free Resources we have for you here! Explore our Frequently Asked Questions for more information!

This job posting was last updated on 10/19/2025

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