Client Experience Specialist

Job Duck

. Track and update lead activity to support reporting and business development efforts .

Posted 9/24/2026full-timeRemote • Honduras, El Salvador, Colombia, Chile, Argentina, Peru, MexicoJunior💰 $1,142 - $1,220 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in lead qualification and intake management, utilizing CRM systems and tools like Clio and Lawmatics to maintain accurate client records. Proficient in Google Workspace and skilled in providing exceptional customer service in both English and Spanish.

Highest-signal resume keywords

Lead QualificationCRM ManagementCustomer ServiceGoogle Workspace ProficiencySocial Media Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Lead QualificationCRM ManagementIntake ManagementData EntryClient Record Maintenance

Soft Skills

Excellent CommunicationEmpathyOrganizational SkillsAttention to DetailAdaptability

Tools & Technologies

ClioLawmaticsGoogle WorkspaceCalendlyDialpad

Industry Keywords

Lead ManagementClient Intake ProcessesCustomer InquiriesProspective Client EngagementRemote Work

About the role

Key responsibilities & impact

Track and update lead activity to support reporting and business development efforts
Coordinate appointments and scheduling through Calendly
Support client intake processes from initial contact through qualification
Maintain accurate lead records and current data
Manage and update client information within Lawmatics and Clio
Handle initial client inquiries professionally and empathetically
Qualify incoming leads based on established criteria
Monitor and manage potential client leads received through call answering services
Maintain professionalism and customer service in all interactions
Assist with social media inquiries and incoming prospect communications
Use Google Workspace for daily communications and documentation
Monitor and respond to prospective-client communications
Follow up with prospective clients to maintain engagement and improve conversion rates

Requirements

What you’ll need

1 year of experience working as an Intake Specialist
Experience working with CRM systems and lead management platforms
Experience handling customer inquiries and providing excellent customer service
Ability to manage multiple prospects and follow up consistently
Comfortable working with social media platforms and online communications
Strong customer service experience
Excellent verbal and written communication in both English and Spanish
Lead qualification and intake management experience
Proficiency with Google Workspace
CRM management skills
Strong organizational and time management abilities
Attention to detail
Empathetic and client focused approach
Resilient and adaptable mindset
Professional and courteous demeanor
Social media proficiency
Ability to work independently
Strong follow through and accountability
Remote, Eastern Standard Time (EST)
Monday to Friday working hours
Moderate to high expected call volume
Required tools: Clio, Lawmatics, Dialpad, Google Workspace, Calendly

Benefits

Comp & perks

Remote job opportunity
Great Place to Work Certification workplace culture