new business development representative - Portland - beBeeClientIntake

    beBeeClientIntake
    beBeeClientIntake Portland

    21 hours ago

    Job title: Client Intake Specialist

    Description

    About Our Team

    We're a dynamic and compassionate team dedicated to helping people find clarity about their situation and making informed decisions for their future.

    As a Client Intake Specialist, you'll be the first point of contact for potential new clients (PNCs). Your role is to provide exceptional customer service, educate PNCs about our services, and help them make the best decision for their future.

    Your Key Responsibilities:

    • Evaluate and convert PNCs over the telephone using company guidelines, scripts, and procedures.
    • Cultivate strong relationships with PNCs by providing excellent customer service and discussing our fees and hiring process.
    • Maintain detailed records in CRM documenting all communication with PNCs before, during, and after contact.
    ,

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