Source Job

$1,500–$1,600/mo
Global

  • Handle inbound leads and ensure prompt and structured follow-up.
  • Screen leads for potential eligibility and guide prospects toward consultations.
  • Maintain accurate records in Clio and identify opportunities to streamline the intake process.

Sales CRM Communication Spanish English

20 jobs similar to Global Intake Specialist

Jobs ranked by similarity.

$1,000–$1,100/mo
US

  • Answer incoming calls promptly and professionally.
  • Conduct basic client intake by collecting caller information and case type.
  • Maintain accurate call logs and client notes in the firm's CRM.

They are a personal injury law firm specializing in serious injury cases. Their team includes attorneys, paralegals, and support staff committed to providing high-quality legal services.

US

  • Conduct initial legal intakes and greet guests, clients, and potential leads.
  • Execute sales-oriented follow-ups and email contracts for legal representation.
  • Prepare, file, and manage legal documents, correspondence, and court pleadings.

They appear to be a growing team supporting a South Florida family law firm. The company seems to value empathetic communication and administrative excellence.

Global

  • Handle incoming calls, emails, and online inquiries from prospective personal injury clients in both English and Spanish.
  • Accurately enter and maintain client and case information in the firm’s case management system.
  • Proactively follow up with leads to obtain missing information or documentation.

SnappyCX is looking for detail-oriented employees. They are looking for a Spanish and English speaking Personal Injury Case Manager to support their client's legal team.

$7–$11/hr
LATAM

  • Answer inbound calls from new and current clients
  • Run full intake and secure signed representation agreements
  • Handle 30–40 calls per shift (weekends)

Urrly uses AI to review every application against the same clear requirements for the role. They evaluate every candidate on job-related factors like skills, certifications, and experience—not on personal attributes.

Europe

  • CRM leads management, analysis, and follow-up
  • Make outbound calls to potential customers to promote and sell the company's solutions
  • Build and maintain relationships with customers understand their needs, and provide solutions to meet their requirements

Ajax Systems is an international tech company and the largest manufacturer of security systems in Europe, with over 4.5 million end users and 330K PRO users in more than 180 countries worldwide. The company offers end-to-end solutions for protecting homes and businesses оf any scale and employs 5,000 specialists.

$1,500–$1,800/mo
Global

  • Handle inbound calls and inquiries with warmth, speed, and precision.
  • Run outbound follow-ups and reactivation campaigns (calls + texts).
  • Quote accurately, confirm details, and lock next steps to prevent issues later.

They are a fast-growing home services company with a fully remote operations and sales team. They support multiple markets and a growing network, and they care a lot about customer experience and clean execution. They run on accountability, clear communication, and results.

US UK Canada Australia

  • Research and identify potential leads that match the company’s ideal client profile.
  • Conduct outreach through email, LinkedIn, and other communication platforms using approved messaging templates.
  • Maintain and update CRM systems with accurate lead and communication data.

20four7VA provides offshore independent contractors who deliver remote services to clients worldwide. They focus on developed markets such as the United States, the United Kingdom, Canada, and Australia and offer competitive rates, weekly payments, and constant support to their contractors.

Global

  • Call applicants who have applied to open positions.
  • Conduct short screening conversations with applicants.
  • Write short summaries of candidates after conducting interviews.

20four7VA is a staffing firm that provides offshore independent contractors to deliver remote services to clients worldwide. They focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

$50,000–$56,000/yr
US

  • Respond to inbound leads and qualify them into sales opportunities.
  • Engage with prospects via email, phone, and social channels to assess needs.
  • Book discovery meetings or product demos for Sales teams.

RWS enables organizations to grow the value of ideas, data, and content by ensuring they are understood. They are committed to diversity, inclusion, and equal opportunity, with a focus on creating a supportive and equitable work environment for all employees.

$57,000–$65,000/yr
US

  • Execute daily outbound prospecting activities against defined target lists using phone, email, and sequencing tools to generate initial conversations.
  • Qualify early-stage interest and convert conversations into scheduled meetings for Account Executives, ensuring high-quality handoffs.
  • Build and maintain consistent coverage across assigned prospect segments to ensure steady pipeline flow into the AE team.

Tebra aims to unlock better healthcare by helping independent practices bring modernized care to patients everywhere. Well over 100,000 providers trust Tebra to elevate their patient experience, and help them grow their practice.

Global

  • Elevate the client's sales engine through powerful outreach and strategic prospecting.
  • Design polished sales presentations and proposals in Microsoft PowerPoint and Word.
  • Generate qualified leads using LinkedIn Sales Navigator, impacting revenue and client experience.

WeAssist is a dynamic recruiting firm focused on creating fair opportunities in the business world, led by a Founder who cares about empowering individuals. They have a team of over 100 people and connect skilled remote workers with growing US businesses, while prioritizing inclusivity, thriving culture, and giving back to the community.

US

  • Make outbound calls to prospective customers and follow up on leads.
  • Present and sell company products and services to new and existing customers.
  • Achieve daily, weekly, and monthly sales targets.

MCI is a tech-enabled business services company that delivers Customer Experience (CX), Business Process Outsourcing (BPO), and Anything-as-a-Service (XaaS) cloud technology solutions. They employ 10,000+ talented individuals and have 150+ diverse North American client partners.

US

  • Acts as the first point of contact for prospective students considering enrollment.
  • Engages prospective students via phone and email.
  • Conducts consultative conversations with prospective students to assess needs and showcase the benefits of education.

London Enterprise Academy guides students toward achieving their academic and professional goals. They help students navigate the enrollment process, providing solutions tailored to their individual needs.

$747–$1,067/mo

  • Generate and qualify leads through cold-calling
  • Create and maintain positive client relationships
  • Conduct effective sales pitches to potential customers via phone

Adventus is an Information and Communications Technology (ICT) Solutions and Services Provider with a wide footprint across the globe. They help organizations bring about positive transformation to their businesses by leveraging intelligent applications of innovative solutions and pertinent services to remain winners in today's ultra competitive marketplace.

US

  • Engage with prospects, qualify leads, and set the stage for our Account Executives to close deals.
  • Drive the outreach process by contacting potential clients, introducing NIC MAP’s value, and conducting initial qualification calls.
  • Regularly meet or exceed key performance indicators (KPIs), including call and email activity, as well as Sales Qualified Leads (SQLs) and Sales Accepted Leads (SALs).

NIC MAP is revolutionizing the senior living industry by providing powerful data and insights that help stakeholders make informed decisions about strategy and operations. They empower owners, operators, investors, healthcare providers, and other key stakeholders to optimize their efforts in housing and caring for the nation's senior population.

Latin America

  • Be responsible for identifying, contacting, and closing new meetings within an established ICP.
  • Become an expert at researching the nuances within our customer profiles that make someone a great fit for our services.
  • Follow a proven, successful process for cold prospecting using video, email, LinkedIn, and cold-calling.

Bluelight Consulting is a leading software consultancy dedicated to designing and developing innovative technology that enhances users' lives. They focus on quality and customer satisfaction, fostering a collaborative and enriching work environment where each team member can grow and thrive.

$1,500–$2,000/mo
Global

  • Generate new leads through cold calling (50+ calls per day), email outreach, and LinkedIn
  • Meet or exceed sales targets for setting qualified meetings
  • Utilize CRM (Hubspot) and sales tools to track sales performance, manage the pipeline, and maintain client information

They are a profitable US-based SaaS company specializing in data privacy and security. They have a powerful Data Privacy Governance platform that leverages patented AI technology and are revolutionizing customer data protection for Fortune 1000 organizations.

Global

  • Handle inbound calls and inquiries with warmth, speed, and precision
  • Run outbound follow-ups and reactivation campaigns (calls + texts)
  • Quote accurately, confirm details, and lock next steps to prevent issues later

They are a fast-growing home services company with a fully remote operations and sales team. They support multiple markets and a growing network, and they care a lot about customer experience and clean execution.

Europe

  • Manage inbound leads and outbound targeted prospects
  • Generate value for potential customers and booking product demonstration webinars and calls
  • Managing prospect expectations and overcoming objections

Quadient supports businesses of all sizes in their digital transformation and growth journey, unlocking operational efficiency with reliable, secure, and sustainable automation processes. Quadient is an exceptional place to grow your career, develop your skills and make a real impact in a future-focused business that powers secure and sustainable business connections through digital and physical channels.

5w PTO

  • Conduct cold calls and email campaigns to generate leads.
  • Research business opportunities and schedule discovery meetings.
  • Update and manage client and prospect contact information.

Informa Markets creates global platforms for industries, organizing over 500 large-scale branded and transaction-oriented events in 14 specialist markets. They are a global business with a network of trusted brands in specialist markets across more than 30 countries, and a member of the FTSE 100.