Client Intake Lead Coordination Specialist

Laguna - Philippines

Monthly Salary: Not Disclosed

Posted on: 9 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Summary

The Client Intake & Lead Coordination Specialist is responsible for being the first point of contact for inbound leads and customers. This role ensures rapid response to website inquiries professionally manages incoming calls and live chat qualifies prospective clients and schedules design consultations.

This position focuses on capturing momentum protecting the brands premium image and ensuring all leads are properly documented and routed. It does not involve quoting pricing discussions or closing sales.

Key Responsibilities

1. Lead Response & Call Handling

Respond to website form submissions promptly.
Answer all inbound calls in a professional and brand-aligned manner.
Identify caller type (existing customer new prospect vendor etc.).

2. Lead Qualification

Ask conversational qualification questions to determine: o Project type o Location o Timeline o Project size (when applicable) o Decision-maker involvement

3. Live Chat Management

Monitor and respond to live chat inquiries during business hours.
Answer basic product and availability questions.
Convert qualified chat inquiries into scheduled consultations.

4. Consultation Scheduling

Book 15-minute design consultations.
Send confirmation emails/calendar invites and ensure appointments are properly confirmed.
Communicate clearly with both clients and Sales Consultants.

5. CRM Documentation

Accurately log 100% of calls chats and leads in Zoho CRM.
Maintain detailed notes and clear status updates.
Ensure no lead is left unattended

Requirements

Qualifications

Experience in client intake lead coordination customer service or call handling.
Strong verbal and written English communication skills.
Professional phone presence with a calm confident tone.
High emotional intelligence and customer service mindset.
Ability to multitask (phone chat CRM) efficiently.
Proficiency in CRM systems (Zoho CRM preferred).
Experience with VOIP systems (RingCentral or similar).
Familiarity with live chat platforms (Zoho SalesIQ preferred).
Strong organizational and note-taking skills.
Proficiency in Microsoft 365 (Outlook Teams Excel).

Benefits

At Beehive-BPO Corp (also known as SolutionCX) we strive to provide a supportive and rewarding work environment. Employees can look forward to the following benefits:

Salary Range: 28000 - 32000 (Basic and De Minimis) not inclusive yet of ND and Holiday pay
This is onsite job but with a potential to become hybrid once performance has been established
Full government-mandated benefits: SSS PhilHealth and Pag-IBIG
Night differential pay and holiday compensation
13th-month pay bonus
Free HMO coverage with 1 free dependent upon regularisation
Paid leave entitlements upon regularization
Accident insurance for added peace of mind
Quarterly Perfect Attendance Incentives
Company-Sponsored Events Team building employee engagement programmes and more
Monthly Awards & Recognition Programs (with monetary incentive)

Required Skills:

Qualifications Experience in client intake lead coordination customer service or call handling. Strong verbal and written English communication skills. Professional phone presence with a calm confident tone. High emotional intelligence and customer service mindset. Ability to multitask (phone chat CRM) efficiently. Proficiency in CRM systems (Zoho CRM preferred). Experience with VOIP systems (RingCentral or similar). Familiarity with live chat platforms (Zoho SalesIQ preferred). Strong organizational and note-taking skills. Proficiency in Microsoft 365 (Outlook Teams Excel).

Job SummaryThe Client Intake & Lead Coordination Specialist is responsible for being the first point of contact for inbound leads and customers. This role ensures rapid response to website inquiries professionally manages incoming calls and live chat qualifies prospective clients and schedules desig...