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.

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.

• 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

• 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)

• 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

• 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

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)

• 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

• Entry level

• Full‑time

• Sales and Customer Service

• Legal Services