[Remote] Global Intake Specialist

Note: The job is a remote job and is open to candidates in USA. BBA Immigration is a firm specializing in comprehensive legal services for immigration law. The Global Intake Specialist will enhance the intake process by converting qualified leads into consultations and ensuring timely follow-up with potential clients.

Responsibilities

• Handle inbound leads from website inquiries, social media, referrals, phone calls, and chats, ensuring prompt response and structured follow-up
• Screen leads for potential eligibility and value using prescribed firm SOPs and scripts
• Communicate the value of the firm’s services and confidently guide qualified prospects toward securing a consultation with an attorney, aiming to book the consultation on the initial call
• Consistently follow up with potential clients to maintain engagement and ensure consultations move forward as scheduled
• Prepare and send engagement agreements, ensuring they are signed and returned promptly
• Maintain accurate and up-to-date records in Clio, ensuring all interactions are logged
• Identify and act upon opportunities to streamline and enhance the intake process
• Contribute to team success by tracking performance metrics and achieving monthly targets

Skills

• Bilingual Fluency: Must be fluent in both Spanish and English, capable of engaging diverse client populations
• Sales Experience: Proven experience in consultative sales within professional services, emphasizing empathy over high-pressure tactics
• Follow-Up Skills: Demonstrated persistence and ability to handle objections empathetically and effectively
• Tech Proficiency: Familiarity with CRM systems, particularly Clio, plus Microsoft 365 and communication tools like WhatsApp
• Self-Starter: High initiative, able to act independently without needing direction, and continuously seek improvement
• Communication: Excellent communication skills with a focus on empathetic client interactions
• Process Discipline: Ability to diligently follow scripts and SOPs while adapting as needed to client contexts
• Coachable: Open to feedback and adaptable to process improvements, with an eagerness to learn and grow
• Remote Work Readiness: Proven ability to thrive in a remote work environment while maintaining accountability, communication, and consistent performance

Benefits

• Performance Incentives: High performers have the opportunity to earn meaningful bonuses tied to strong results and contributions to firm growth.
• Paid Time Off: Take time to recharge with paid time off designed to support rest and personal balance.
• Holidays: Enjoy paid holidays that allow you to step away and spend meaningful time with family and friends.

Company Overview