Intakes Automation Specialist
4 days ago
About Us:
We are a leading personal injury law firm dedicated to client satisfaction and long-term engagement. We are seeking an Intake Automation Specialist to lead client outreach automation, enhance intake processes, and support marketing initiatives through data-driven strategies.
Job Overview:
The Intake Automation Specialist will be responsible for developing and implementing automated workflows to optimize client follow-ups, manage intake KPIs, and integrate API-driven solutions for seamless client engagement. This role requires expertise in outbound and inbound call operations, marketing coordination, and workflow automation to drive efficiency and performance.
Key Responsibilities:
- Client Outreach & Engagement Automation
Develop and implement automated texting and calling systems to engage previous and prospective clients through regular follow-ups. - Oversee dialing systems (e.g., RingCentral) to ensure optimal connection rates with leads and past clients.
- Manage intake KPIs to ensure smooth transitions from lead generation to client onboarding.
- Continuously analyze data to improve automation strategies and report performance metrics to leadership.
- Marketing & Operations Support
Collaborate with the marketing and intake teams to align automation strategies with brand and business goals. - Support marketing campaigns by automating outreach workflows and tracking engagement metrics.
- Provide training and support to team members on automation tools and processes.
Qualifications:
- Bachelor's degree in Business, Marketing, or a related field preferred.
- 2+ years of experience in automation, client outreach, and outbound call operations.
- Experience with Postal.io, Filevine, Lead Docket, and RingCentral is highly preferred.
- Strong problem-solving skills with a data-driven mindset.
- Experience in inbound operations or law firms is an added advantage.
Preferred Skills:
- Strong background in client engagement and outbound and inbound process optimization.
- Proficiency in CRM tools to enhance client communication and lead management.
- Technical expertise in API integrations and workflow automation.
Why Join Us?
- Opportunity to lead automation initiatives in client engagement and client call operations.
- Work alongside a highly motivated marketing and intake team.
- Competitive salary and growth potential within the firm.
If you're passionate about automation, client experience, and process optimization, apply now to become our Intake Automation Specialist
#J-18808-Ljbffr-
Healthcare Intake Coordinator Specialist
2 days ago
Manila, National Capital Region, Philippines MicroSourcing Full timeJob DescriptionWe are seeking a skilled Healthcare Intake Coordinator Specialist to join our team. The ideal candidate will possess excellent organizational skills, strong communication abilities, and experience working in electronic medical record systems.The successful candidate will be responsible for intake screening phone calls to verify patient...
-
Process Automation Specialist
2 weeks ago
Manila, National Capital Region, Philippines Roots Automation Full timeUnlock Innovation with Roots AutomationAbout Us:We are a pioneering company in intelligent automation at Roots Automation, dedicated to enhancing human capabilities and creating a work environment where creativity, productivity, and innovation thrive.The Role:As an Intelligent Automation Developer at Roots Automation, you will be part of a team driving...
-
Automated Client Outreach Coordinator
4 days ago
Manila, National Capital Region, Philippines Legal Management Group Full timeAbout Us:We are a leading personal injury law firm dedicated to delivering exceptional client experiences and fostering long-term relationships. Our team is seeking an Automated Client Outreach Coordinator to lead the development and implementation of automated workflows, enhance intake processes, and support marketing initiatives through data-driven...
-
Automation Specialist
1 week ago
Manila, National Capital Region, Philippines Integrated Security and Automation Inc. Full timeAbout the Role:We are seeking an experienced Coordinator to join our team at Integrated Security and Automation Inc. As a key member of our operations team, you will be responsible for scheduling and dispatching field personnel, managing installation requests, and ensuring timely completion of projects.Key Responsibilities:Scheduling and Dispatching...
-
Manila, National Capital Region, Philippines Metropolitan Bank & Trust Company Full timeBe #InGoodHands with MetrobankHere at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future...
-
Cloud Automation Specialist
1 week ago
Manila, National Capital Region, Philippines Emapta Full timeAbout UsEmapta is a leading provider of cloud-based contact center solutions, empowering businesses to transform customer experiences.We are looking for a skilled Cloud Automation Specialist to join our team. As a Cloud Automation Specialist, you will work with the latest automation tools and technologies to validate systems against design specifications and...
-
Marketing Automation Specialist
3 weeks ago
Manila, National Capital Region, Philippines Third Pillar Business Applications Inc. Full timeJob OverviewThe Marketing Automation Specialist is responsible for delivering automated personalised experiences to ourcustomers to drive cross sell, engagement and retention. They will report into the Marketing Automation Leadand will be part of the high-performing CVM team that is obsessed with spreading 'BIG (customer) LOVE'.The Marketing Automation...
-
Infrastructure Automation Specialist
2 weeks ago
Manila, National Capital Region, Philippines Iron Mountain Full timeWe are seeking an Infrastructure Automation Specialist to join our team at Iron Mountain. As an Infrastructure Automation Specialist, you will play a crucial role in designing, building, and maintaining cloud infrastructure (e.g., AWS, GCP, Azure) for our applications.Your responsibilities will include automating infrastructure provisioning using tools like...
-
Automation Specialist
1 week ago
Manila, National Capital Region, Philippines Micropinnacle Technology Corporation Full timeMicropinnacle Technology Corporation seeks a skilled ITSM Automation Specialist to transform our IT service delivery through automation and optimization.About the Role:The successful candidate will play a pivotal role in collaborating closely with stakeholders across business and IT units to analyze needs, design workflows, and leverage our IT service...
-
Digital Transformation Specialist
7 days ago
Manila, National Capital Region, Philippines Roots Automation Full timeRoots Automation: Where Innovation Meets ImpactWe're a pioneer in AI-driven automation, dedicated to creating technology that transforms industries and improves lives. Our team is passionate about pushing the boundaries of what's possible and driving business outcomes.Job DescriptionThis Senior Full-Stack Engineer role is ideal for a talented engineer who...
-
Automation Systems Specialist
2 weeks ago
Manila, National Capital Region, Philippines Johnson Controls, Inc. Full timeJob OverviewWe are seeking a highly skilled Automation Systems Specialist to join our team at Johnson Controls, Inc. The successful candidate will be responsible for supporting the engineering team in the installation, maintenance, and troubleshooting of building automation systems.
-
Marketing Automation Specialist
2 weeks ago
Manila, National Capital Region, Philippines Financial Times Full timeMarketing Automation SpecialistThe Financial Times is committed to delivering high-quality information and services to its audience. We are seeking a skilled Marketing Automation Specialist to join our team.This role will be responsible for developing, optimizing and reporting on marketing campaigns using our marketing automation platform. The successful...
-
Process Automation Specialist
24 hours ago
Manila, National Capital Region, Philippines William Hill PLC Full timeAbout the RoleWe are looking for a skilled Process Automation Specialist to join our team. The successful candidate will be responsible for identifying, communicating, and resolving technical infrastructure and architecture requirements for automation.The ideal candidate will have excellent analytical skills, with the ability to understand complex business...
-
Automation Specialist
1 week ago
Manila, National Capital Region, Philippines DOXA Talent Full time\ROLE SUMMARYOur client is seeking a highly skilled Automation Specialist with a strong background in process automation and optimization. In this role, you will be responsible for identifying, designing, and implementing automation solutions to improve efficiency and accuracy across financial and operational processes. Your expertise in automation tools,...
-
AI Automation Specialist
2 weeks ago
Manila, National Capital Region, Philippines Dynamic Business Outsourcing Solutions (DBOS) Full timeDynamic Business Outsourcing Solutions (DBOS) is a forward-thinking organization that harnesses the power of Artificial Intelligence (AI) to drive business growth.We are seeking an exceptional individual to join our team as an AI Automation Specialist. This role involves developing and implementing AI-powered automation solutions for Search Engine...
-
Marketing Automation Specialist
3 weeks ago
Manila, National Capital Region, Philippines Career Connect Full timeWe are seeking a Marketing Automation Specialist with a proven track record in stakeholder management,marketing automation, and ideally cloud technology. This role requires a professional with at least 4-5 yearsof experience in managing and optimizing marketing automation processes, particularly within SalesforceMarketing Cloud and Customer Data Platforms...
-
Enterprise Automation Specialist
1 week ago
Manila, National Capital Region, Philippines Infor Inc. Full timeInfor's Advanced Services Practice is seeking an experienced Enterprise Automation Specialist to be part of our fast-growing team in the Philippines. As an RPA consultant, you'll play a pivotal role in creating and delivering cutting-edge enterprise applications and automations using Infor's AI, RPA, and OS platform technology.Your mission will be to...
-
Automation Testing Specialist
23 hours ago
Manila, National Capital Region, Philippines Ascendion Full timeRole Summary:Ascendion is seeking an experienced Automation Testing Specialist to join our team. The successful candidate will be responsible for developing automation strategy to support regression testing based on technical analysis, complexity and reusability.Main Responsibilities:Develop automation strategy to support regression testingOversee the...
-
Cloud Automation Specialist
6 days ago
Manila, National Capital Region, Philippines Ll Oefentherapie Full timeCareer Level - IC3Job Description:This role is focused on automating and optimizing cloud-based infrastructure to improve scalability, reliability, and performance.As a Cloud Automation Specialist, you will work with Kubernetes, Oracle Cloud Infrastructure, Ansible, Prometheus, Grafana, Java, Python, Shell scripting, and other modern SaaS technologies.You...
-
Workflow Automation Specialist
1 week ago
Manila, National Capital Region, Philippines Worldwide Resources Solutions Philippines Inc. Full timeJob OverviewWe are seeking a highly skilled Workflow Automation Specialist to join our team at Worldwide Resources Solutions Philippines Inc.Key ResponsibilitiesAnalyze and develop business processes and workflows for maximum efficiency.Design, implement, and manage Power Automate workflows tailored to business needs.Create dashboards, databases, and...