Bilingual Intake Specialist

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