WA Opportunities
Intake Specialist II
Remote (United States) · Mid
Sponsorship not specified$26k-$29kDetected 11 days ago
CRMSalesCustomer SuccessCustomer SupportCommunicationCollaborationProblem SolvingMentoring
About the role
- Walker Advertising is seeking a motivated and customer-focused Customer Success Specialist to join our Contact Center and Sales team.
- As a Customer Success Specialist, you will join a collaborative team focused on delivering exceptional results while fostering a supportive and inclusive workplace.
Responsibilities
- Client Intake: Obtain appropriate and pertinent information from the potential clients (PC); encourage the PC to sign legal agreements if the lead meets criteria.
- Follow-Up: If lead meets criteria, offers agreement to the PC.
- Documentation: Ensure all necessary attorney intake forms and documents are completed, signed, and filed correctly.
- These tools support our team and are used with human oversight.
- Obtain appropriate and pertinent information from the potential clients (PC); encourage the PC to sign legal agreements if the lead meets criteria.
Requirements
- Proven ability to meet or exceed performance and sales targets.
- Familiarity with CRM systems or case management software.
Compensation
- $26k-$29k
Company info
- About Walker Advertising Since 1984, Walker Advertising has bridged the gap between a law firm's need to grow and an underserved community's need for trustworthy legal services.
- Our teams lead with empathy and without ego to serve others through integrity and trust.
- We dare to think differently and work to consistently raise the bar, creating a workplace environment based on respect.
- We believe that our employees are not just numbers; they are people.
- People with families and lives outside of work.
- We understand that a career is just one piece of the puzzle that makes people successful, happy individuals.
- That's why as we grow our teams, we focus on the whole person.
- About the role Walker Advertising is seeking a motivated and customer-focused Customer Success Specialist to join our Contact Center and Sales team.
- In this role, you will play a key part in driving client acquisition and satisfaction by connecting potential clients with Walker's trusted network of attorney partners.
- By building strong relationships, addressing client needs, and ensuring seamless agreement execution, you will directly contribute to the company's mission of serving communities and growing our partnerships.
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This listing is sourced directly from WA Opportunities's careers page and normalized into a canonical job model.