Intake Specialist | Retainer & Client Engagement Specialist

JOB DUCK IS HIRING AN INTAKE SPECIALIST | RETAINER & CLIENT ENGAGEMENT SPECIALISTFor 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 for 4 years!Role Overview 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.Schedule:Monday to Friday from 8:00 AM to 5:00 PM CST (USA)Your Responsibilities Will Include but Are Not Limited To:Handling warm leads and converting them into retainers or paid consultationsQualifying and nurturing leads through consistent follow-upExplaining the firm’s services and guiding potential clients through the intake processSending and managing retainer agreementsAdvising hesitant leads to book a paid consultation when appropriateMaintaining accurate records and updates within the CRM (HubSpot)Ensuring a professional, empathetic, and supportive experience for every potential clientWhat We’re Looking For:At least one to two 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 platformsExcellent English communication skillsComfortable conducting client calls via Zoom or similar video conferencing toolsAbility to handle sensitive client situations with empathy and professionalismHighly organized, detail-oriented, and able to manage multiple leads simultaneouslyEager to learn, coachable, and adaptable to process improvementsPersuasive and confident communication style with strong closing skillsEmpathetic, patient, and emotionally intelligent when dealing with sensitive family law clientsHighly organized, proactive, and attentive to detailCoachable, eager to learn, and comfortable handling client calls via ZoomStrong listening and conversational skills to build trust and understandingReliable computer setup (laptop/PC, headset, stable internet min. 10 Mbps download / 5 Mbps upload)Quiet, distraction-free remote work environmentWhat’s In It for You? Monthly compensation starting from 1150 USD to 1220 USDPaid time off and holiday pay.Referral and annual bonuses.100% Remote, Full-Time, Long-Term Career Opportunity.Parental leave.Opportunities for professional development and trainingDedicated support from our team.A chance to work with clients who share our values.Ready to dive in? Apply now and make sure to follow all the instructions!DISCLAIMER: Every candidate must pass each step in our application process to become part of our team. Ensure you have all the required documentation ready to streamline your application process.