Benefits:

Health insurance

Paid time off

401(k)

401(k) matching

Competitive salary

Dental insurance

Training & development

Vision insurance

Position Overview We are seeking a highly motivated Intake Specialist who excels on the phone, thrives in a fast‑paced environment, and enjoys connecting with people. This role focuses on scheduling appointments, following up with leads, and ensuring every caller has a positive, professional experience.

Spanish-speaking ability is required — strong communication skills and confidence on the phone are the top priorities.

Key Responsibilities

Answer inbound calls promptly and professionally, providing excellent customer service

Make outbound calls to warm leads, missed inquiries, and follow-up lists

Schedule appointments accurately and efficiently using our internal systems

Qualify leads by gathering essential information and determining next steps

Document all interactions clearly and consistently in the CRM

Maintain high call quality and a friendly, solution-focused tone

Support the intake workflow, ensuring no lead is missed or left without follow-up

Qualifications

Strong phone presence and confidence speaking with a wide range of people

Spanish bilingual ability

Organized, detail-oriented, and able to manage multiple tasks at once

Comfortable with technology, CRM systems, and appointment scheduling tools

Self-motivated, reliable, and able to work independently

Prior experience in intake, customer service, call centers, or scheduling is helpful but not required

What Success Looks Like

High call answer rate

Consistent follow-up on all leads

Accurate and efficient appointment scheduling

Positive feedback from callers and team members

Strong contribution to overall lead conversion