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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client-facing skills with advanced English and Spanish communication abilities, effective organizational and time management skills, and proficiency in managing client documentation and CRM systems.
Highest-signal resume keywords
Client-Facing ExperienceBilingual Communication (English and Spanish)CRM ManagementOrganizational SkillsTime Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Documentation ManagementConsultation SchedulingPayment ProcessingReport PreparationIntake Procedures
Soft Skills
Interpersonal SkillsAttention to DetailInitiativeProfessionalismCommunication Skills
Tools & Technologies
Google WorkspaceMicrosoft OfficeClio GrowDropboxSlackVonage
Industry Keywords
Customer ServiceSalesClient AgreementsInbound CallsOutbound Calls
About the role
Key responsibilities & impact- Qualify first-time callers using established training materials and intake procedures
- Answer inbound calls from potential clients and return missed calls and voicemails
- Place outbound calls to prospective clients and follow up on inquiries
- Monitor referrals from call answering services and identify incorrect jurisdictions or referrals
- Manage and maintain potential clients within the CRM pipeline to ensure prompt follow-up
- Upload, organize, and manage client documentation
- Process consultation payments and distribute payment links when required
- Schedule consultations for in-person meetings, phone calls, and Google Meet appointments
- Prepare client summaries and case information for attorney review
- Prepare and present bi-weekly and monthly reports to leadership
- Translate written and verbal communications between English and Spanish when needed
- Draft and prepare client agreements
- Ensure no prospective client inquiry is left unattended and maintain timely communication throughout the intake process
- Process inquiries received through phone calls, voicemail, email, and online platforms
- Serve as the primary point of contact for prospective clients throughout the intake process
Requirements
What you’ll need- Minimum of 1 year of experience in a client-facing role, such as customer service or sales.
- Advanced/native-level English skills (both written and spoken)
- Full professional proficiency in written and verbal English communication
- Strong phone communication and interpersonal skills
- Ability to manage multiple tasks while maintaining attention to detail
- Comfortable working independently and taking initiative when needed
- Ability to learn new systems, processes, and technologies quickly
- Strong organizational and time management skills
- Professional and client-focused approach to all interactions
- Availability Monday through Friday, 8:30 AM to 5:30 PM PST/PDT
- English and Spanish language skills
- Familiarity with Slack, Google Workspace, Microsoft Office, Clio Grow, Dropbox, and Vonage
Benefits
Comp & perks- Remote work opportunity
- Great Place to Work Certification environment
- Recruiter guidance throughout the application process
