Intake Specialist

We’re looking for a friendly, persuasive, and results-driven Intake Specialist / Warm Caller to reconnect with previous leads who didn’t convert. Your goal will be to re-engage potential clients, assess their current interest, and encourage them to take the next step. This is a great opportunity for someone who’s confident on the phone and committed to building rapport with ease.

Key Responsibilities:

  • Call and follow up with warm leads who previously expressed interest but didn’t convert

  • Reassess the lead’s current situation and identify readiness to proceed

  • Provide accurate information about services and answer common inquiries

  • Update and maintain CRM records with call outcomes and notes

  • Coordinate with intake or sales team for next steps with qualified leads

  • Meet daily and weekly call targets

Candidate Requirements:

  • Previous experience in outbound calling, intake, or customer service

  • Comfortable speaking with U.S.-based clients and handling objections professionally

  • Strong verbal communication and listening skills

  • Self-motivated, persuasive, and able to work independently

  • Excellent English and a friendly, professional phone demeanor

  • Reliable internet, headset, and quiet work environment