Source Job

$1,245–$1,350/mo
US

  • Calendar deadlines and appointments and regularly check upcoming due dates
  • Schedule consultations and manage client appointments
  • Conduct intake conversations with new and prospective clients

CRM Billing

6 jobs similar to Intake Specialist

Jobs ranked by similarity.

$1,142–$1,220/mo
US

  • Manage inbound calls and guide clients through the intake process.
  • Ensure accurate capture of critical information.
  • Support legal operations by organizing client data and preparing engagement letters.

Job Duck connects ambitious individuals with rewarding, remote job opportunities with US-based employers. We've earned the Great Place to Work Certification every year since 2022, ensuring a fantastic time for everyone working here.

US

  • Initiate courtesy calls to clients upon case assignment, providing detailed explanations of the reduction process.
  • Meticulously log phone calls, case statuses, and documents into the online document management software.
  • Ensure the efficient linkage of releases onto Litify, confirming PIP benefits, and validating damages with a complete provider list.

The Ward Law Group is recognized as one of the Best Places to Work. They serve their community with compassion and excellence, empowering employees to deliver real results for clients and values faith, accountability, leadership, loyalty, and service.

$800–$1,000/mo
US

  • Support business development efforts by researching potential clients and maintaining prospect lists.
  • Assist with client outreach, follow-ups, and proposal preparation.
  • Help manage and update company social media accounts and online presence.

We are a fast-growing U.S.-based facilities management company managing repair and maintenance operations for national clients. We work with a network of vendors across the U.S. and a remote operations team internationally.

Global

  • Support client consultations, lead follow-up, onboarding, and customer support activities.
  • Conduct phone and virtual consultations and explain the credit repair process.
  • Follow up with warm leads and assist with outbound lead follow-up activities.

20four7VA connects businesses with virtual assistants. They offer various open roles, free training, constant support, and a vibrant community.

Global

  • Support client portfolios and ensure customer satisfaction.
  • Plan, track, and close client projects.
  • Support onboarding, scheduling, and communication with field employees.

Welo Data, a Welo Global brand, is the multilingual data and evaluation partner for foundation labs and enterprises deploying GenAI systems globally. They deliver the human judgment, data infrastructure, and evaluation systems that ensure AI models perform reliably across languages, cultures, and real-world contexts.