Serve as the primary point of contact for prospective clients, conducting intake conversations in English and Spanish while building rapport and confidence.
Use a consultative, relationship-based sales approach to convert qualified leads into signed clients without high-pressure tactics.
Gather essential client information through natural conversation, manage expectations, and transfer matters to the appropriate team member.
The Law Offices of Gonzalez & Associates is a personal injury law firm also serving bankruptcy, immigration, and family law clients. Founded in 2007, the firm has multiple offices across Florida and is led by a father-daughter team, fostering a culture of compassion and dedicated client care.
Act as initial point of contact for prospective clients, handling about 30 calls per day with empathy and professionalism.
Qualify leads according to internal criteria and accurately document information in the CRM.
Schedule appointments for the sales team and follow up with leads to maintain engagement.
The partner company provides legal client intake and scheduling services. They operate fully remotely with a focus on bilingual communication and professional development.
Serve as a primary point of contact for clients, responding to inquiries via phone, email, and client portal.
Troubleshoot client concerns, provide timely solutions, and escalate complex matters to the appropriate manager.
Build and maintain strong client relationships through proactive, professional communication.
Magna Legal Services is a trusted nationwide partner to law firms, corporations, insurance carriers, and government agencies, delivering comprehensive legal support at every stage of a case. The company fosters a culture of expertise, dedication, and professionalism where talented people can do meaningful work and grow their careers.
Serve as the first point of contact for families, coordinating consultations, tours, assessments, and intake documentation.
Track case progress across intake stages, ensuring a positive experience for families and the KBH team.
Collaborate to improve workflows and maintain HIPAA compliance while supporting evaluation and referral processes.
Kind Behavioral Health is a leading provider of Applied Behavior Analysis services for children with autism in North Carolina and Georgia. The company values growth and teamwork, encouraging employees to think big, have fun, do good, and be kind.
Conduct outbound calls and intake visits for new clients while logging activities in Salesforce.
Perform psychosocial assessments and create care plans using evidence-based practices.
Review medical charts and communicate client needs to the care team for personalized planning.
Vynca is a healthcare company transforming care for individuals with complex needs, focusing on comprehensive care for more quality days at home. They are a close-knit community guided by core values of excellence, compassion, curiosity, and integrity.
Handle inbound calls from prospective clients and screen lead quality.
Schedule consultations and process payments accurately.
Follow established procedures to ensure a smooth and professional intake experience.
The company provides professional services and manages client intake processes. It maintains a structured, client-focused culture with remote work options.
Answer phones and perform eligibility screening for low-income individuals seeking legal help.
Enter client information into database and write case notes under attorney supervision.
Schedule appointments, send correspondence, and provide outside referrals as needed.
Legal Services NYC fights poverty and seeks racial, social and economic justice for low-income New Yorkers. LSNYC is the largest civil legal services provider in the country with over 600 staff, offering growth and professional development opportunities.
Lead 8-12 weekly consultations with prospective clients seeking family law services.
Convert qualified consultations into signed engagements, targeting a 60% conversion rate.
Manage multi-touch sales cycles and follow up with prospects within 48 hours.
This company provides legal sales services, helping clients navigate sensitive family law matters through consultative conversations. It is a fully remote, results-driven team that values emotional intelligence, professionalism, and career growth.
Manage a queue of incoming documents to create new clients and update existing ones in the CRM system.
Operate within service level agreements to ensure speed to start entry and high accuracy for billing and compliance.
Troubleshoot and resolve account issues while coordinating with internal teams like Logistics, Customer Care, and Billing.
Mom's Meals is a home-delivered meal service providing fully prepared, refrigerated meal solutions direct to homes nationwide since 1999. We are a family operated business looking for fun, compassionate, and friendly people who want to make a difference in the lives of others.
Engage with prospective clients through 60-100 outbound calls daily, recording interactions in CRM.
Review medical charts and support clients in completing psychosocial assessments.
Apply evidence-based practices like Motivational Interviewing and Trauma-Informed Care in all interactions.
Vynca provides comprehensive care for individuals with complex needs, aiming for more quality days at home. They are a close-knit community guided by values of Excellence, Compassion, Curiosity, and Integrity.
Monitor workflows and track deadlines to ensure tasks are completed accurately and on time.
Maintain organized records and communicate professionally with clients via email and phone.
Coordinate calendars, manage documentation, and identify workflow improvements.
We provide legal support services to clients in a fast-paced environment. Our international, culturally diverse team values organization, proactivity, and supportive remote collaboration.
Handle high-volume inbound calls to schedule appointments and present offers.
Overcome patient objections and use product knowledge to showcase dental solutions.
Manage sensitive information and consistently meet key performance indicators.
North American Dental Group (NADG) uses its individuality and expertise to work with partnered dental offices to provide best-in-class patient care. The company's guiding principle is empathy, and it focuses on putting every patient first, every visit.
Monitor lead pipeline and ensure prompt follow-up and CRM accuracy.
Track sales KPIs, identify bottlenecks, and improve conversion strategies.
Oversee consultation scheduling, follow-up, and smooth transition to case management.
We are a growing U.S.-based immigration law firm. We are looking for a results-driven sales professional to own the client acquisition process and improve conversion rates.
Make high-volume outbound calls to generate qualified 30-minute Zoom appointments with prospective clients using company-provided lists.
Handle basic objections and conduct brief qualification conversations to schedule appointments that are likely to be retained.
Maintain accurate appointment details and adhere to calling scripts and activity management requirements.
20four7VA connects offshore independent contractors with clients worldwide to deliver remote services. They offer competitive rates, weekly payments, free training, and a supportive community.
Conduct professional outbound calls to prospects using approved scripts.
Generate qualified appointments and schedule Zoom consultations via Calendly.
Record call outcomes accurately and maintain consistent calling activity.
Our partner is a financial planning practice serving U.S.-based consumers. The team is looking for a remote appointment setter to support their operations.
Conduct outbound calls using provided scripts to generate qualified Zoom appointments with prospective clients.
Perform personalized email outreach through Gmail and web contact forms while tracking activity accurately.
Maintain organized records of calls, emails, and follow-ups to ensure no prospects are overlooked.
20four7VA is a platform that connects offshore independent contractors with clients worldwide, providing virtual assistant and business support services. It operates with a global network of contractors and emphasizes professional development and community support.