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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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