Virtual Intake Team Leader

Firm Mission Statement 

Our mission is to change as many lives as possible by offering immigration solutions even in the most difficult cases. We look at all possible options to keep our clients in the United States with their families where they belong. We stand ready to fight even when success seems unsure because we understand how much better life can be with the dignity and peace of mind that comes with having documents. 

Schedule: (40 hrs per week) Tuesday to Friday 1pm-10pm EST & Saturday  8am-5pm EST

Payrate 7.00$ per hour

Position Purpose 

The Intake Team Lead position will provide Red Carpet treatment to all our clients as well as proven track record of success in meeting deadlines and managing time, that the person can lead and advise a team of Virtual Intake Specialists, providing training, guidance, and performance evaluations. Additionally, the candidate should have strong analytical and problem-solving skills, and be fluent in both English and Spanish.  

Essential Job Functions & Responsibilities 

• Create and execute training for new team members 

• Facilitate weekly team meetings to review questions and any process updates 

• Lead team members to follow standard processes 

• Learn, memorize, and research the case types we offer at the firm per Attorney’s guidelines 

• Qualify each client for a potential case type based on the Attorney’s direction, training, FAQ documents, and other communications 

• Review case pricing with clients and determine their best payment option to start a recommended case type 

• Use the Attorney’s approved ethical sales scripts to convert potential leads into admitted clients 

• Convert qualified leads into clients based on the benefits and values of each case type 

• Schedule and follow up with all leads that have potential case types 

• Assist with escalating phone calls from dissatisfied clients or clients requesting additional information 

Essential Skills, Knowledge & Abilities 

• Work requires working and thriving in a fast-paced, high-energy, growth environment 

• Excellent verbal and written communication skills 

• Sales experience 

• World-class customer service skills 

• Positive attitude 

• Proven ability to meet deadlines and time manage themselves and others 

• Impeccable organizational skills and attention to detail 

• Strong analytical and problem-solving skills 

• Ability to prioritize tasks and delegate them when appropriate 

• Enjoy working in a fast-paced, results-driven environment 

• Proficient with Microsoft Office Suite or related software 

Minimum Qualifications 

• Bilingual (Spanish English) B2-C1 

• Proficient with Microsoft Office Suite or related software 

• High School Diploma or Similar 

• Leadership experience 

• Knowledge of project management software 

• Negotiation skills 

• Creative thinking skills 

• Skills in analyzing metrics to provide feedback and look for points of improvement 

Reporting Relationship 

• Virtual Intake Specialists 

Physical Demands & Work Environment 

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to primarily sit, stand or walk; handle or feel objects, reach with hands and arms; talk and hear. Specific vision abilities required by the job include close vision, distance vision and ability to focus. The employee must be able to lift to five (5) pounds, as needed, without assistance. Prolonged periods of sitting at a desk and working on a computer. 

While performing duties of this job, the employee is regularly exposed to an assigned office locations or the employee’s home office.