Client Intake and Engagement Assistant II
Job Duck
Posted: 10/19/2026
Illustration Assistant
Hadley Designs
Posted: 10/10/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client intake, lead management, and appointment scheduling while maintaining professionalism and confidentiality. Proficient in CRM management, report preparation, and metrics tracking to enhance operational effectiveness.
Highest-signal resume keywords
Client Intake And QualificationLead Follow Up And NurturingCRM ManagementReport PreparationBilingual English And Spanish Communication
About the role
Key responsibilities & impact- Prepare regular sales and performance reports for leadership review
- Maintain detailed and accurate prospect records within the CRM system
- Support the development and improvement of lead follow-up processes and conversion strategies
- Schedule paid consultations for qualified prospects and process associated payments accurately
- Collaborate with team members to improve intake procedures, client experience, and operational effectiveness
- Track lead activity, consultation outcomes, and conversion metrics
- Review call recordings to identify opportunities for improved communication, efficiency, and conversion performance
- Manage challenging client conversations professionally while protecting attorney availability and preserving the firm's reputation
- Document all communications, activities, and updates related to leads and consultations
- Follow up consistently with qualified leads to encourage consultation scheduling
- Prepare attorneys with key prospect details for productive meetings
- Gather and organize relevant client information before consultations
- Refer unqualified prospects to appropriate referral partners and maintain referral communication records
- Maintain professional and positive interactions with prospects
- Conduct initial screenings to determine eligibility and alignment with firm criteria
- Ensure compliance with internal processes, standards, and confidentiality requirements
Requirements
What you’ll need- Monday through Friday, 8 AM to 5 PM PST
- Expected call volume of 16 to 30 calls per day
- Ability to conduct qualification screenings and assess prospective client needs
- Experience scheduling appointments and managing calendars
- Ability to handle sensitive conversations with professionalism and discretion
- Strong written and verbal communication skills
- Excellent organizational and documentation abilities
- Comfortable working with CRM platforms and digital communication tools
- Ability to maintain accurate records and track client interactions
- Capable of preparing reports, tracking metrics, and contributing to operational improvements
- Bilingual English and Spanish communication
- Client intake and qualification
- Lead follow up and nurturing
- Appointment scheduling
- Payment processing
- CRM management
- Data entry accuracy
- Report preparation
- Metrics tracking and analysis
- Professional phone etiquette
- Problem solving
- Time management
- Organization and prioritization
- Attention to detail
- Adaptability
- Quick learning ability
- Professional judgment
- Boundary setting and conflict management
- Confidentiality and discretion
- 2–3 years of experience in client intake, lead management, customer service, sales support, or a related field preferred
- Experience reviewing call recordings and identifying process improvement opportunities preferred
Benefits
Comp & perks- Remote work opportunity
- Great Place to Work Certification workplace recognition
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Appointment SchedulingPayment ProcessingData Entry AccuracyMetrics Tracking And AnalysisProblem SolvingTime ManagementAttention To DetailOrganizational AbilitiesProfessional Phone EtiquetteQualification Screenings
Soft Skills
Strong Written And Verbal Communication SkillsProfessional JudgmentAdaptabilityBoundary Setting And Conflict ManagementConfidentiality And Discretion
Tools & Technologies
CRM PlatformsDigital Communication Tools
Industry Keywords
Sales SupportCustomer ServiceLead ManagementOperational ImprovementsConsultation Scheduling