Intake Specialist

About Us

Telaré Law is a fast-growing personal injury law firm committed to delivering outstanding client service and results. Our team sets the tone for client relationships and drives the firm’s growth. We are seeking a Intake Specialist who is passionate about client success, thrives in a competitive environment, and brings strong communication and technical skills to support intake and case management processes.

Position Overview

The Intake Specialist will serve as a key point of contact for clients, handling inquiries, providing real-time troubleshooting, and supporting intake and conversion efforts. This role requires a blend of sales acumen, customer service expertise, and technical proficiency to ensure smooth operations and exceptional client experiences.

Key Responsibilities

• Client Interaction & Sales
  • Engage with potential clients via phone, email, and in-person to provide information and convert inquiries into signed cases.
  • Build strong rapport while maintaining a results-driven approach with understanding of data analysis and conversion rates.
  • Support client experience through onboarding / sales and cross-selling opportunities when appropriate.
• Customer Service & Support
  • Respond promptly to client inquiries and resolve issues with professionalism.
  • Provide real-time troubleshooting for technical or process-related concerns.
  • Maintain accurate records in CRM systems (e.g., Salesforce and related).
• Technical & Documentation
  • Create and maintain technical documentation for internal processes and client-facing resources.
  • Utilize tools such as SharePoint, Adobe, Salesforce, and Slack for communication and documentation.
• Collaboration & Process Improvement
  • Work closely with intake and case management teams to ensure seamless client onboarding.
  • Contribute to process improvements and assist with administrative tasks.
  • Maintain task documentation to support ongoing training and improvement.

Qualifications

• Education: Bachelor's degree (BA/BS required-business degree preferred).
• Experience:
  • Minimum 2 years of customer service or related experience in a professional setting.
  • Proven sales experience in a competitive or high-volume environment, preferred but not required.
• Technical Skills:
  • Familiarity with SharePoint, Microsoft 365, Zoom, Adobe, Salesforce CRM, and Teams
• Strong business writing and communication skills, and related course work or experience preferred.
• Bilingual (English/Spanish) preferred.
• Empathetic and client-focused, with the ability to connect authentically with people during difficult situations.
• Ability to multitask, prioritize, and work effectively under pressure.
• Results-oriented, assertive, and driven by growth.

Work Environment

• This is an in-person role based at our Richland, WA office.
• Requires regular interaction with team members and clients onsite.

What We Offer

• Employer paid medical (health/vision/dental) benefits including monthly employer contribution to HSA account
• 401K options with up to 4% Safe Harbor match
• PTO on accrual basis
• Bonus incentives