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2 days ago
Job Title: Client Engagement Specialist
Job DescriptionWe are seeking a skilled and detail-oriented Client Engagement Specialist to join our team. As a key member of our customer service team, you will be responsible for enhancing case conversions through a voice-based intake system. This role primarily focuses on outbound calls, but may also involve handling inbound calls as needed, guiding potential clients through the intake process, and accurately capturing case details.
Your responsibilities include:
- Making outbound calls to follow up on leads from marketing campaigns, online forms, or referrals.
- Handling inbound calls as needed to support team collaboration and workflow continuity.
- Adhering to a structured outbound script while building rapport and handling objections.
- Consistently meeting daily and weekly call volume targets and conversion benchmarks.
- Accurately capturing and updating client information using CRM tools.
- Managing rejections professionally and escalating qualified leads efficiently.
- Providing clear and timely updates on availability, performance blockers (e.g., headset issues), or missed targets.
- Participating in coaching sessions and applying feedback proactively.
- Maintaining transparency and accountability in daily work logs and call quality.
To succeed in this role, you should have:
- A strong sense of accountability - reliability with schedules, updates, and response times.
- The ability to work independently with minimal supervision.
- Openness to coaching, quick application of feedback, and resilience under pressure.
- Experience in customer service, legal intake, or call centers is welcome.
- Flexibility in handling campaign shifts based on business needs.
We offer a dynamic and supportive work environment, opportunities for growth and development, and a competitive compensation package.
OthersAs a Client Engagement Specialist, you will have the opportunity to work with a diverse range of clients, develop your skills and expertise, and contribute to the success of our organization.
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