Client Intake Specialist

This is a remote position.

**PLEASE CAREFULLY READ ALL THE DETAILS BEFORE APPLYING***

JOB TITLE: Client Intake Specialist

RATE: Php 208.33 per hour

Work Type: Full-time, Remote/WFH

Working Hours : Monday to Sunday, 7:00 AM to 11:00 PM (Pacific Time)

Start Date: TBD

JOB ROLE & RESPONSIBILITIES: 

Lead Management:

• Follow up with any leads with-in 5 minutes of delivery to email and book assessments for prospective clients while navigating pre-qualifying questions to ensure suitability.
  

• Make 150–200 daily calls to follow up on leads from platforms such as A Place for Mom, AgingCare.com and Caring.com.
  

• Send regular correspondences through email and SMS functionality in WellSky to prospects on a bi-weekly cadence.  
  

• Maintain and nurture prospect relationships through consistent communication and follow-up over an extended period, sometimes up to 12 months.
  

• Handle leads from social media platforms (Facebook, Instagram) generated through geofencing campaigns, ensuring timely follow-up.
  

Sales Support:

• Respond to incoming inquiries, rescheduling appointments, and providing support during downtime, especially on weekends.
  

Appointment Setting:

• Manage the appointment pipeline, ensuring accurate scheduling and follow-ups.
  

• CRM Management:
  

• Update and maintain WellSky with lead information, call notes, and appointment Collaborate with the team to ensure seamless transitions between follow-ups and ongoing lead nurturing.
  

Performance Metrics:

• Daily call volume (150–200 calls).
  

• Number of booked assessments per week.
  

• Accuracy and completeness of CRM updates.
  

• Responsiveness to new leads, particularly hot leads requiring immediate attention.
  

Success Criteria:

• Build strong rapport with leads and convert inquiries into assessments.
  

• Maintain a high standard of CRM data integrity and communication logs.
  

• Seamlessly integrate into the team, demonstrating adaptability to tools, systems, and processes.
  

Initial Projects (First 30 Days):

• Complete WellSky and HubSpot training to gain proficiency in CRM management.
  

• Establish a strong follow-up process for leads across all platforms.
  

• Familiarize with the client intake process and master appointment setting.
  

• Collaborate with sales and marketing teams to ensure smooth transitions and consistent communication.
  

JOB REQUIREMENTS:

Must-Haves:

• Strong inside sales experience and excellent phone communication skills.
  

• Comfortable handling high-volume call activities (150–200 calls/day).
  

• Ability to navigate client conversations effectively, including pre-qualifying questions and handling objections.
  

Nice-to-Haves:

• Experience in client intake or lead follow-up in home care or healthcare industries.
  

• Familiarity with HubSpot CRM; willingness to train is acceptable.
  

• Basic knowledge of social media inquiries or light social media management.
  

         Tools:

• CRM Systems: WellSky, HubSpot (training provided)
  

• Communication: Local phone # provided by Gabtech
  

• Email Management: Microsoft Outlook provided by Senior Helpers
  

Personality Traits:

• Highly organized with strong attention to detail.
  

• Proactive and driven, with a customer-centric mindset.
  

• Confident communicator, comfortable handling objections and navigating challenging conversations.
  

• Compassionate and patient.
  

• Adaptable and eager to learn new tools and systems.