Client Intake Specialist — Convert Leads & Drive
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-09-01
Listing for:
WizeHire, Inc
Full Time
position Listed on 2026-09-01
Job specializations:
-
Sales
Client Relationship Management, Sales Consultant, CRM Systems & Management
Job Description & How to Apply Below
Marshall & Taylor, PLLC is seeking a proactive Sales/Intake Specialist in the Raleigh area to convert leads into paid consultations and manage a fast-paced intake process. You will build rapport, guide clients through the intake, and demonstrate the value of the firm’s services.
The role requires 2+ years in a client-facing capacity, strong communication, high emotional intelligence, and meticulous CRM record-keeping. A bachelor’s degree is preferred; travel by car may be required.
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