Customer Intake Specialist

About Crisis
24

Crisis
24 is a global, AI-enhanced provider of travel risk management, mass communications, critical event management, crisis-security consulting, personal protection solutions and global medical concierge capabilities, allowing prominent organizations, disruptive brands and influential people to operate with confidence in an uncertain world. Backed by proprietary AI-enabled SaaS technologies, advanced Global Operations Centers, an extensive global footprint, and the largest team of private-sector intelligence analysts in the world, we deliver localized insights and global perspectives alongside medical, security, crisis response, embedded intelligence, and consultancy services as a preferred partner for Fortune 500 corporations.

Crisis
24 is a global, AI-enhanced provider of travel risk management, mass communications, critical event management, crisis-security consulting, personal protection solutions and global medical concierge capabilities, allowing prominent organizations, disruptive brands and influential people to operate with confidence in an uncertain world. Backed by proprietary AI-enabled SaaS technologies, advanced Global Operations Centers, an extensive global footprint, and the largest team of private-sector intelligence analysts in the world, we deliver localized insights and global perspectives alongside medical, security, crisis response, embedded intelligence, and consultancy services as a preferred partner for Fortune 500 corporations.

More information is available at

The Customer Intake Specialist  plays a key role in delivering smooth, professional, and client-centered onboarding experience for new security engagements. This position supports the successful transition frominitialservice requestto service delivery by coordinating intake activities,gathering and documenting client requirements, and ensuring clear communication across internal teams. The Specialist acts as a trusted partner to clients and internal stakeholders, helping set the foundation for long-term client satisfaction and operational success.

• Serve as a primary point of contact for clients during theinitialservice intake and onboarding phase.
• Support andparticipatein client discovery sessions to gatherobjectives, risks, and service requirements.
• Execute structuredintakeworkflows to ensure alignment across internal teams, including security operations, intelligence, technology, and account management.
• Accurately document client requirements, expectations, and onboarding details within Salesforce and other client management systems.
• Ensure all required intake documentation is complete,accurate, and submitted in a timely manner.

• Maintain consistent, professional communication with clients throughout the onboarding and service delivery process.
• Provide status updates on onboarding milestones and respond to client questions or requests promptly.
• Coordinate internal follow-ups to ensure client needs are addressed efficiently and effectively.

• Collaborate with internal teams such as GSOCs, protective services, intelligence, andITproviders to support the transition from onboarding to active service delivery.
• Track onboarding timelines and elevate potential risks, delays, or gaps to leadership as needed.
• Support compliance with company standards, client-specific protocols, and applicable regulatory requirements during onboarding.

• Assist in gathering client feedback following onboarding to help identify opportunities for improvement.
• Contribute to the refinement of onboarding processes, templates, and tools.
• Develop your personal and team knowledge-baseon global security operations to betterassistand advise clients and support effective service delivery.
• Support tracking of onboarding metrics such as time-to-launch, client satisfaction, and handoff effectiveness.

• 2–4 years of experience in a client-facing role, preferably within customer service,security services, risk management,or a related field
• Strong organizational skills with the ability to manage multiple onboarding activities simultaneously.
• Excellent written and verbal communication skills.
• Ability to collaborate effectively with cross-functional teams.
• Experience using CRM or client management systems (e.g., Salesforce, ticketing platforms).
• Ability to work flexible schedules, including 8–12 hour shifts during days,…