Intake Specialist

Intake Specialist Company Overview ​It is a growing marketing, lead-development, and consumer education company focused on debt relief and bankruptcy. The company partners closely with a regional bankruptcy law firm to educate consumers about debt relief and to create a structured, efficient intake process that gets clients the help they need quickly and professionally. The company functions as the marketing, intake preparation, and lead-nurturing arm that supports the law firm's legal services; it does not provide legal advice or representation. The firm values structured systems, technology, and building efficient operational processes while providing exceptional client service. The culture values organization, clear communication, and a client-first approach — you'll join a small, collaborative team that cares about results and about the people we serve. ​Mission ​We're looking for a dependable, organized, and client-focused Intake Specialist to support our growing consumer bankruptcy and debt relief practice by managing client journeys across four operational stations: Intake, Client Onboarding, Case Preparation, and Workshop Maintenance. Day-to-day you'll handle outgoing calls to leads, gather and maintain intake documentation, coordinate scheduling, run remote client meetings, and manage client communications through our CRM. The position begins with a full-time competency-based Orientation & Training Period (approximately 3-4 weeks), followed by a 90-day probationary period to ensure your successful, progressive transition toward independently managing a full production workload. If you enjoy helping people in stressful situations, excel at following structured workflows while adapting to evolving systems, and want to contribute to a growing organization committed to professionalism and continuous improvement — you'll feel right at home.

Key Responsibilities ​Your daily tasks will vary, giving you room to learn, grow, and strengthen your skills while supporting the team with excellence. ​Conduct client intake, make outgoing calls to leads, and schedule attorney consultations with excellent customer service, clear interpersonal skills, professionalism, and empathy. ​Complete designated Intake Forms (IFO 1 and IFO 2) and maintain accurate CRM records. ​Conduct Client Expectation and Onboarding Meetings via Zoom and assist clients with intake procedures. ​Gather intake documents, coordinate document collection, and maintain organized, accurate electronic client files and records. ​Manage client communications, workflow coordination, and CRM administration through HubSpot Service and Sales Hub. ​Prepare files and cases thoroughly to ensure a seamless attorney handoff. ​Actively participate in workflow improvement initiatives, workflow coaching, and shadowing. ​Assist with the development of Trainual articles, Standard Operating Procedures (SOPs), deliverable specifications, checklists, templates, Loom training videos, and other operational resources. ​Maintain complete and accurate documentation while consistently following established workflows and quality standards. ​Collaborate via regular Zoom meetings and team communications, asking thoughtful questions to master the purpose and operation of the firm's systems. ​Escalate legal questions or representation-related matters to attorneys; do not provide legal advice. ​Qualifications ​ Years of Experience: 1-3 years of experience in customer service, intake, administrative support, or case management. Prior experience in legal, financial, medical, client service, or bankruptcy/legal intake environments is preferred but not required. ​ CRM Tool: Working proficiency with CRM software required; HubSpot experience is strongly preferred. ​ Softwares: Working proficiency with Microsoft 365 (including Outlook, Word, and Excel), spreadsheets, and digital communication tools (Zoom, Loom, Trainual). Tech-savvy approach to learning new software quickly is essential. ​ Industry Knowledge Required: No legal background or legal experience is required, as the role does not involve providing legal advice. A bankruptcy or legal intake background is a plus. Training on consumer bankruptcy and debt-relief lead qualification concepts will be provided during a structured, competency-based orientation phase. ​ Specific Gender: Female candidates ​Skills & Competencies ​Strong English communication skills (both spoken and written). ​Excellent customer service, interpersonal skills, and comfort handling client-facing communications. ​Highly organized with strong attention to detail. ​Comfortable following structured workflows while adapting to evolving systems and procedures. ​Intellectual curiosity, a commitment to continuous improvement, and the ability to recommend workflow adjustments. ​Ability to conduct remote meetings and use video conferencing tools professionally. ​Good time management and ability to prioritize in a fast-paced environment. ​Discretion and absolute commitment to client confidentiality. ​Proactive problem-solving, reliability, and the capability to work independently in a remote setting while remaining highly engaged with the team. ​Technical Requirements ​Own PC or laptop capable of simultaneously operating HubSpot, Microsoft 365, Zoom, multiple browser windows, and cloud-based applications. ​Reliable high-speed internet connection suitable for continuous video conferencing and remote work (wired connection recommended). ​A viable backup plan for temporary internet or power interruptions whenever reasonably possible. ​Quality headset with a noise-canceling microphone and a quiet, distraction-free workspace appropriate for confidential client communications. ​Video conferencing capability (webcam and microphone suitable for professional client meetings). ​Minimum of 2 monitors required (3 monitors preferred) to efficiently manage workflows. Position Description ​ Working Hours: 8 hours per day + 1 Hour break. 3:00 PM / 4:00 PM to 1:00 AM Beirut Time (Standard business hours are 9:00 AM to 6:00 PM Eastern Time, with a flexible start time between 8:00 AM and 9:00 AM Eastern Time). ​ Working Days: 5 days a week (Monday through Friday) ​ Days Off: Saturday and Sunday ​ Work Location: Fully-remote, you can work from anywhere ​ Permanent / Contract: Full Time ​ Paid Time Off (PTO): Paid local holidays are provided. Additional flexibility regarding time off and potential raise structures can be discussed following the successful completion of the 90-day probation period. ​ Salary Range: $1,500 - $2,000