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Intake Specialist
Catena
Remote
Website
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Intake Specialist
Mexico
Full Time
2 days ago
$1,500 - $2,000 USD
No Sponsorship
Apply Now
Key skills
VoIP
CRM
Communication
Remote Work
About this role
Role Overview
Manage inbound calls and screens prospects for qualified appeals work
Book consultations and prepare engagement agreements using a custom contract-automation tool
Ensure error-free agreements with accurately spelled names and correct figures
Maintain consistently professional written and phone communication that protects the firm's reputation
Requirements
Experience in a phone-based client intake, customer service, or front-desk role handling inbound calls and prospect screening
Hands-on experience drafting client-facing written communication (emails, documents) with accurate spelling, grammar, and formatting
Experience preparing contracts, engagement agreements, or templated documents requiring accurate numerical data entry and calculations
Demonstrated ability to manage multiple concurrent prospects and follow-ups using scheduling, CRM, or practice-management tools
Proficiency with business productivity and communication tools (email, video conferencing, VoIP/phone systems)
Experience serving professional or high-expectation clientele
C1+ English (CEFR) for real-time phone communication and client-ready written correspondence
Prior experience in a legal services or law firm environment (Nice-to-Have)
Tech Stack
VoIP
Benefits
Competitive Salary: Based on experience and skills
Remote Work: Fully remote—work from anywhere
Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
Generous PTO: In accordance with company policy
Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
Direct Mentorship: Guidance from international industry experts
Learning & Development: Ongoing access to resources for professional growth
Global Networking: Connect with professionals worldwide
Apply Now
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Intake Specialist at Catena | JobVerse