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About the Role:

  • We're seeking a part-time Client Engagement Intake Specialist to handle inbound inquiries via SMS and scheduled phone consultations.
  • This is a flexible, on-call role where you'll build trust with prospective clients through thoughtful questions.
  • You'll work remotely and must be available to respond promptly during East Coast hours.

Key Responsibilities:

  • Promptly monitor and respond to incoming SMS inquiries in a professional manner.
  • Conduct consultative conversations to understand each individual's situation and comfort level.
  • Accurately capture details in CRM and scheduling platforms, and coordinate phone consultations.

Qualifications:

  • Strong written and verbal communication skills, with curiosity and empathy.
  • Tech-savvy with comfort learning new platforms; experience with CRMs or scheduling tools is a plus.
  • Reliable availability to respond to leads throughout the day, with attention to detail.

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