Client Intake Coordinator

Job Summary

A company is looking for a Client Intake Coordinator.

Key Responsibilities

• Answer and manage inbound calls with professionalism, warmth, and empathy
• Ask guided qualifying questions to capture basic client needs and readiness
• Accurately record lead information in the CRM system

Qualifications

• Prior experience in customer service, client support, or call handling (healthcare or service-related industries a plus)
• Strong phone presence: professional, courteous, and empathetic
• Comfortable learning and using CRM systems
• Reliable, proactive, and able to manage multiple calls or inquiries daily