Intake Specialist (Remote) Bilingual SpanishEnglish

Este es un puesto de trabajo remoto.

This is a remote position.

At Hexie VA we are looking for an Intake Specialist to join our team and support one of our main clients a U.S.-based law this role you will play a crucial part in ensuring clients receive the best possible experience while their cases are being handled.

This position combines customer service client onboarding and soft-sales skills. We are looking for candidates who are empathetic confident communicators and comfortable speaking with potential clients over the phone.

Intake Specialists are part of a devoted and exceptionally important team at our client. This is a sales-focused position where you will speak with potential clients to understand their needs help them feel comfortable position the firm as a solution to their situation and guide them through the onboarding process.

This is not a cold-calling role you will only work with people who have already reached out to the firm seeking assistance.

The role requires strong communication skills emotional intelligence organization and the ability to thrive in a fast-paced environment.

This role has a unique schedule:

• Regular Schedule: Wednesday to Sunday 9:30 AM 6:00 PM PST (Washington State Time)
  
• Training Schedule (First Weeks): Monday to Friday 8:30 AM 5:00 PM PST
  

This is a fully remote position.

We are looking for someone who:

• Has experience in sales customer service intake account management onboarding or related areas
  
• Enjoys helping people during difficult situations
  
• Is empathetic patient and emotionally intelligent
  
• Can communicate clearly and confidently in English and Spanish
  
• Feels comfortable handling emotional conversations
  
• Is organized and goal-oriented
  
• Can multitask and adapt quickly in a fast-paced environment
  

• Enjoy helping injured people going through difficult moments
  
• Can identify the root of an issue during emotional conversations
  
• Remain calm and supportive under pressure
  
• Are naturally a good listener
  
• Enjoy speaking with people and building trust quickly
  
• Are goal-driven and enjoy dynamic work environments
  

• Handle a high volume of inbound calls texts and emails independently
  
• Quickly engage with new leads and potential clients
  
• Manage and track leads using internal software
  
• Conduct detailed intake interviews over the phone
  
• Qualify and sign potential clients using a customer-focused soft-sales approach
  
• Help onboard new clients into the system
  
• Maintain professionalism empathy and organization throughout the process
  

• Minimum 2 years of experience in sales customer success account management intake or client onboarding
  
• At least 1 year of recent experience in a fast-paced office environment
  
• Advanced English and Spanish fluency (C1 preferred)
  
• Strong communication and interpersonal skills
  
• Experience meeting goals or performance metrics is preferred
  
• Professional services or B2C experience is a plus
  
• Associate degree or higher is preferred
  

Candidates must have:

• Their own laptop or desktop computer
  
• Headset or headphones with microphone
  
• Stable internet connection
  
• Quiet and professional work environment
  

We highly value candidates with any type of sales experience even if it comes from different industries. While this role is not a traditional sales position it does involve persuasive communication relationship-building and helping potential clients feel confident moving forward with the firm.

If you are looking for an opportunity to grow professionally while making a positive impact in peoples lives we would love to hear from you.