Bilingual Intake Specialist

Benefits:

• Health insurance
• Paid time off
• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Training & development
• Vision insurance

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.

• 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

• 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

• 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