Intake Specialist (Remote)

The Advocates

Spokane, WA

RemoteCareer-pivot friendly

Who this role is best for

Strong fit for empathetic, sales-focused professionals who thrive in a remote setup and handle emotional conversations in the personal injury domain.

Best fit for

Empathetic individuals with sales experience in client onboarding or customer success roles
— “We are looking for an empathetic, sales-focused person who wants to help make a difference in people’s lives.”
Candidates with experience in fast-paced office environments and multilingual skills, particularly Spanish
— “1+ years' recent experience in a fast-paced office environment (required)”
People who can balance emotional support with strategic goal-setting and multitasking
— “Think strategically and can juggle multiple priorities at once”

Things to consider

Commitment to a 20-hour weekly schedule with specific weekend hours post-training
— “Approx. 20 hours/week (post-training)”
Remote work is required, with no cold-calls but high emotional engagement expectations
— “you will be working with clients who have reached out to us”

How to stand out

Highlight experience in managing emotional conversations and client onboarding processes
— “help them feel comfortable, position our firm as a solution to their needs”
Emphasize your ability to interpret emotional cues and identify case needs during calls
— “quickly interpret emotional conversations to identify the root of an issue”
Showcase your success in exceeding goals and metrics in previous roles
— “Documented history of exceeding goals and metrics (preferred)”
Demonstrate your capability to manage and track a prospect pipeline using lead management software
— “Manage and track prospect pipeline using lead management software”
Demonstrate your ability to schedule and conduct detailed case assessments
— “Schedule and conduct detailed phone interviews to assess case potential”

Pace · Fast PacedCollaboration · LowAutonomy · MediumDecision Impact · Individual

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

new client acquisition
client satisfaction
goal attainment

Typical background

salescustomer serviceaccount management

Skills & requirements

Required

SalesClient OnboardingLead ManagementCase AssessmentCustomer-centric Sales

Preferred

EmpathyStrategic ThinkingMultitasking

Stack & domain

SalesCustomer SuccessAccount ManagementClient OnboardingLead Management SoftwarePhone InterviewsCase PotentialCustomer-centric Soft Sales ApproachNew Client IntakeOnboardingGoal-drivenFast-paced EnvironmentSpanish Language SkillsExceeding Goals And MetricsProfessional ServicesB2C ExperienceAssociate's DegreeEmpathyListeningAdviceStrategic ThinkingMulti-tasking

About the role

Original posting from The Advocates via Greenhouse

Intake Specialist (Part-Time)
About the Role
Intake Specialists are part of a devoted and exceptionally important team at The Advocates. It is a sales-focused team who speak on the phone with potential clients to understand their needs, help them feel comfortable, position our firm as a solution to their needs and sign them as new clients. While this is a sales position, there are no cold-calls required - you will be working with clients who have reached out to us.
Who We Are
The Advocates are a growing personal injury law firm with branches across the United States. We are dedicated to representing victims of accidents with kindness and respect. Our team genuinely cares about and has empathy for the people who seek our help, and we are driven to get them the best results possible.
The PNW branch, headquartered in Seattle, WA has branches in Portland, OR and Spokane, WA and works with clients throughout Washington and Oregon. Our intake team speaks with callers 7 days a week.
Learn more about us at our website! https://www.advocateslaw.com/
The Perfect Fit:
We are looking for an empathetic, sales-focused person who wants to help make a difference in people’s lives. Our clients are often going through a very difficult time after injury or personal loss, so a good fit for this role would be someone who can balance helping them see the value of the professional role the Advocates bring to their case while expressing a warm and empathetic understanding of their situation.
This Career will be Fulfilling if You:
Enjoy helping injured people who are going through a difficult time
Can quickly interpret emotional conversations to identify the root of an issue
Remain steady and supportive during emotional conversations
Are a good listener and people go to you for advice
Think strategically and can juggle multiple priorities at once
Are goal-driven and thrive in a fast-paced environment
Key Responsibilities
Work independently to handle a high volume of calls and messages, while pivoting between tasks with ease
Engage new inbound leads quickly via phone, text, and email
Manage and track prospect pipeline using lead management software
Schedule and conduct detailed phone interviews to assess case potential
Qualify and sign potential clients including overcoming objections using a customer-centric soft sales approach
Conduct new client intake and onboarding in lead management software
Schedule & Shift Details:
Regular Schedule (Post-Training):
Saturday: 8:30 AM – 5:00 PM PST
Sunday: 9:30 AM – 6:00 PM PST
Weekday: One flexible 4-hour shift between 10:00 AM and 5:00 PM PST
Total Hours: Approx. 20 hours/week (post-training)
Experience and Professional Background
Minimum of 2 years in sales, customer success, account management or client onboarding (required)
1+ years' recent experience in a fast-paced office environment (required)
Spanish language skills – bilingual fluency (preferred)
Documented history of exceeding goals and metrics (preferred)
Professional services or B2C experience (preferred)
Associate's degree or higher (preferred)

Source: The Advocates careers (Greenhouse)