WA Opportunities

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.

This listing is sourced directly from WA Opportunities's careers page and normalized into a canonical job model.