V104 - Client Experience Specialist

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!

Job Description:

At Job Duck , we are looking for a proactive and compassionate Client Experience Specialist who thrives on helping people and creating positive first impressions. In this role, you will serve as a key point of contact for potential clients, managing inquiries, qualifying leads, and ensuring every interaction is handled with professionalism and care. You will play an important role in maintaining organized client information, following up with prospects, and supporting the firm's growth through effective lead management. The ideal candidate is customer focused, resilient, tech savvy, and enjoys building relationships while working in a fast paced environment.

Monthly Compensation Range: From 1,142 to 1,220 USD

Responsibilities include, but are not limited to:

Track and update lead activity to support reporting and business development efforts

Coordinate appointments and scheduling through Calendly

Support client intake processes from initial contact through qualification

Maintain accurate lead records and ensure all data is current

Manage and update client information within Lawmatics and Clio

Handle initial client inquiries professionally and empathetically

Qualify incoming leads and determine eligibility based on established criteria

Monitor and manage potential client leads received through call answering services

Maintain a high level of professionalism and customer service in all interactions

Assist with social media inquiries and incoming prospect communications

Utilize Google Workspace to manage daily communications and documentation

Monitor and respond to incoming communications from prospective clients

Follow up with prospective clients to maintain engagement and improve conversion rates

Requirements:

1 year of experience working as an Intake Specialist

Experience working with CRM systems and lead management platforms

Experience handling customer inquiries and providing excellent customer service

Ability to manage multiple prospects and follow up consistently

Comfortable working with social media platforms and online communications

Strong customer service experience

Excellent verbal and written communication in both English and Spanish

Lead qualification and intake management experience

Proficiency with Google Workspace

CRM management skills

Strong organizational and time management abilities

Attention to detail

Empathetic and client focused approach

Resilient and adaptable mindset

Professional and courteous demeanor

Social media proficiency

Ability to work independently

Strong follow through and accountability

Location and timezone: Remote, Eastern Standard Time (EST)

Working Hours: Monday to Friday from

Expected call volume: Moderate to high

Software and Tools Required:

- CRM: Clio, Lawmatics

- VOIP: Dialpad

- Email/Calendar: Google Workspace, Calendly

Work Shift:

8:00 AM - 5:00 PM [EST][EDT] (United States of America)

Languages:

English, Spanish

Ready to dive in? Apply now and make sure to follow all the instructions!

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.