Job Description
About Us: Outsourced is a leading Philippines outsourcing company providing dedicated remote staff and offshore staffing services. We specialise in providing staff of the highest quality who will continue to exceed your expectations and provide benchmark offshore solutions to your business. With Outsourced you can scale your organisation quickly, easily and cost effectively with dedicated remote staff based in our modern offices in Manila.
Job Overview: We are seeking a professional and customer-focused
Intake/Sales Specialist to serve as the first point of contact for potential new clients. In this remote role, you will handle inbound inquiries, qualify leads, schedule consultations, and maintain accurate CRM records while delivering a compassionate and exceptional client experience. The ideal candidate has strong communication skills, experience in client intake or sales, and thrives in a fast-paced, performance-driven environment.
Responsibilities - Respond promptly to inbound inquiries and answer calls from potential new clients (PNCs) using approved intake scripts and protocols.
- Conduct initial client intake by gathering relevant information, assessing needs, and determining qualification based on established criteria.
- Perform conflict-check procedures and identify disqualifying factors in accordance with firm policies.
- Schedule qualified prospects into the appropriate consultation type, ensuring appointment details, including time zones, are accurate.
- Maintain complete and accurate client records in the CRM, including lead source, matter type, notes, status updates, follow-up tasks, and next steps.
- Manage leads throughout the intake pipeline, ensuring records remain current and properly routed.
- Execute pre-engagement follow-up activities, including appointment confirmations, reminders, and proactive outreach to improve attendance rates.
- Follow up with no-show appointments and non-converted leads using established workflows and nurture campaigns.
- Communicate the firm's services with professionalism, empathy, and confidence while delivering an exceptional client experience.
- Collaborate with attorneys and internal team members while strictly adhering to firm procedures and compliance requirements.
- Refrain from providing legal advice and operate within attorney-supervised processes at all times.
Qualifications - At least 3 years of client-facing intake, sales, or customer success experience (legal or professional services experience is preferred.)
- With prior experience handling entire sales cycle
- Comfortable using scripts, but skilled enough to adapt and sound natural, not robotic.
- Able to work within Clio, CRM systems, and firm tools.
- Strong spoken and written English; confident, warm phone presence.
- Comfortable using CRM systems daily; high attention to detail and follow-through.
- Comfortable with client-facing phone and video communication.
- Strong relational skills and ability to connect emotionally with prospects.
- Experience with Rapport Building (personal connection) / Empathy skills / Active Listening
- Experience with same call close
Work Schedule: Monday - Friday, 11:00 PM - 8:00 AM Manila Time
Work Setup: Home-based
- Must have at least 50mbps for both download and upload speed
Note: As part of our recruitment process, we conduct a background check on all hired candidates. Please ensure that all required documents are prepared and submitted promptly.
In compliance to data privacy law, make sure that the following is included at all times: By clicking on the "I'm Interested" button I hereby allow Outsourced Quality Assured Services, Inc. ("Outsourced") to store and collect my personal information for the purposes of employment application. As such, I agree and authorize Outsourced to collect, store, or continue to use my personal information for the above-stated purpose, and to retain my personal information for a period of 1 year, and for these purposes only.
