Benefits:- Health insurance
- Paid time off
- 401(k)
- 401(k) matching
- Competitive salary
- Dental insurance
- Training & development
- Vision insurance
Position Overview We are seeking a highly motivated
Intake Specialist who excels on the phone, thrives in a fast‑paced environment, and enjoys connecting with people. This role focuses on
scheduling appointments,
following up with leads, and ensuring every caller has a positive, professional experience.
Spanish-speaking ability is
required — strong communication skills and confidence on the phone are the top priorities.
Key Responsibilities
- Answer inbound calls promptly and professionally, providing excellent customer service
- Make outbound calls to warm leads, missed inquiries, and follow-up lists
- Schedule appointments accurately and efficiently using our internal systems
- Qualify leads by gathering essential information and determining next steps
- Document all interactions clearly and consistently in the CRM
- Maintain high call quality and a friendly, solution-focused tone
- Support the intake workflow, ensuring no lead is missed or left without follow-up
Qualifications
- Strong phone presence and confidence speaking with a wide range of people
- Spanish bilingual ability
- Organized, detail-oriented, and able to manage multiple tasks at once
- Comfortable with technology, CRM systems, and appointment scheduling tools
- Self-motivated, reliable, and able to work independently
- Prior experience in intake, customer service, call centers, or scheduling is helpful but not required
What Success Looks Like
- High call answer rate
- Consistent follow-up on all leads
- Accurate and efficient appointment scheduling
- Positive feedback from callers and team members
- Strong contribution to overall lead conversion