Intake Specialist

Our client in the legal industry is a fast‑growing personal injury law firm committed to delivering outstanding client service and results. Their team sets the tone for client relationships and plays a critical role in driving firm growth. They are seeking a Customer Service / Intake Specialist who is passionate about client success, thrives in a competitive environment, and brings strong communication and technical skills to support intake and case‑management processes. Position Overview The Customer Service / Intake Specialist will serve as a key point of contact for clients, handling inquiries, providing real‑time troubleshooting, and supporting intake and conversion efforts. This role requires a blend of sales acumen, customer service expertise, and technical proficiency to ensure smooth operations and exceptional client experiences. Key Responsibilities Engage with potential clients via phone, email, and in person to provide information and convert inquiries into signed cases Build strong rapport while maintaining a results‑driven approach with an understanding of data analysis and conversion rates Support the client experience through onboarding, sales, and cross‑selling opportunities when appropriate Customer Service & Support Respond promptly to client inquiries and resolve issues with professionalism Provide real‑time troubleshooting for technical or process‑related concerns Maintain accurate records in CRM systems (e.g., Salesforce and related tools) Technical & Documentation Create and maintain technical documentation for internal processes and client‑facing resources Utilize tools such as SharePoint, Adobe, Salesforce, and Slack for communication and documentation Collaboration & Process Improvement Work closely with intake and case‑management teams to ensure seamless client onboarding Contribute to process improvements and assist with administrative tasks Maintain task documentation to support ongoing training and continuous improvement Qualifications Education: Bachelor’s degree required (Business, Communications, or related field preferred) Experience: 1–3 years of customer service, sales, or related experience in a professional setting Familiarity with SharePoint, Microsoft 365, Zoom, Adobe, Salesforce CRM, and Slack Strong business writing and verbal communication skills Ability to multitask, prioritize, and perform effectively under pressure Results‑oriented, assertive, and motivated by growth Hybrid role based in Richland, WA (requires regular onsite interaction with team members and clients) What We Offer Employer‑paid medical, vision, and dental benefits, including a monthly employer contribution to an HSA 401(k) options with up to a 4% Safe Harbor match PTO on an accrual basis Bonus incentive opportunities Seniority level Entry level Employment type Full‑time Job function Sales and Customer Service Industries Legal Services #J-18808-Ljbffr Titus Talent Strategies