Bilingual Intake Specialist

Benefits:

• Health insurance
• Paid time off
• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Training & development
• Vision insurance

Position Overview 
We are seeking a highly motivated Intake Specialist who excels on the phone, thrives in a fast‑paced environment, and enjoys connecting with people. This role focuses on scheduling appointments, following up with leads, and ensuring every caller has a positive, professional experience.

Spanish-speaking ability is required — strong communication skills and confidence on the phone are the top priorities.

Key Responsibilities

• Answer inbound calls promptly and professionally, providing excellent customer service
  
  
• Make outbound calls to warm leads, missed inquiries, and follow-up lists
  
  
• Schedule appointments accurately and efficiently using our internal systems
  
  
• Qualify leads by gathering essential information and determining next steps
  
  
• Document all interactions clearly and consistently in the CRM
  
  
• Maintain high call quality and a friendly, solution-focused tone
  
  
• Support the intake workflow, ensuring no lead is missed or left without follow-up
  
  

Qualifications

• Strong phone presence and confidence speaking with a wide range of people
  
  
• Spanish bilingual ability
  
  
• Organized, detail-oriented, and able to manage multiple tasks at once
  
  
• Comfortable with technology, CRM systems, and appointment scheduling tools
  
  
• Self-motivated, reliable, and able to work independently
  
  
• Prior experience in intake, customer service, call centers, or scheduling is helpful but not required
  
  

What Success Looks Like

• High call answer rate
  
  
• Consistent follow-up on all leads
  
  
• Accurate and efficient appointment scheduling
  
  
• Positive feedback from callers and team members
  
  
• Strong contribution to overall lead conversion