Client Intake Specialist (Virtual Assistant) – With Sales Background

Client Intake Specialist (Virtual Assistant) – With Sales Background
Work From Home | Full-Time | Long-Term Opportunity

Overview
We are seeking a highly skilled Client Intake Specialist to join our growing legal team. This is a full-time, long-term remote position for a professional, articulate, and exceptionally strong on-the-phone candidate.

You will be the first point of contact for all potential new clients (PNCs), responsible for guiding them from initial inquiry to booked consultation. Your role includes answering and making calls, responding to emails and texts, qualifying leads, and effectively selling the consultation.

To excel in this role, you must have excellent English and excellent phone communication skills, and a proven track record in sales or appointment setting. You should be warm, caring, responsive, and able to thrive in a fast-paced professional environment.

Key Responsibilities:
Serve as the primary point of contact for all potential clients.
Handle all inbound and outbound calls, texts, and emails with professionalism and empathy.
Assess, qualify, and—when necessary—disqualify leads based on firm criteria.
Sell and secure consultations by communicating the value of the legal services offered.
Maintain accurate and detailed information in HubSpot CRM, including lead status, appointments, and follow-up tasks.
Track and report key intake metrics daily.
Ensure every potential new client receives a positive and seamless experience.

Qualifications:
Sales experience required (appointment setting, client conversion, inside sales, or similar).
Excellent English—both spoken and written (clear, neutral accent preferred).
Excellent phone skills and confidence in handling both inbound and outbound calls.
Strong communication skills, with the ability to build rapport and guide conversations.
Tech-savvy and comfortable using tools such as HubSpot, Slack, GoTo, SalesMessage, and similar platforms.
Highly organized, detail-oriented, and able to follow processes accurately.
Proactive, self-motivated, and able to work independently in a remote environment.
Fast learner with the ability to adapt to new systems and procedures.

How to Apply:
Submit your updated resume.
Include a short cover letter highlighting your sales and client service background.
Use the subject line: Client Intake Specialist – [Your Name].
Required Skills Self-Rating
In your cover letter, please rate yourself from 1–10 (10 = expert, 1 = none) in the following areas:
Sales & Appointment Setting: ___/10
English Speaking (Verbal): ___/10
English Writing: ___/10
Inbound Call Handling: ___/10
Outbound Call Handling: ___/10

Email Management: ___/10
Attention to Detail: ___/10
Ability to Work Independently: ___/10