Client Intake Specialist (Remote – Canada)
- Remote, Canada
Remote
$40,000 CAD / year · Full-time
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Job details
- Pay
- $40,000 CAD / year
- Job type
- Full-time
- Workplace
- Remote
- Posting language
- English
- Posted
Original job description
Client Intake Specialist (Remote – Canada)
Remote | Full-Time | Eastern Time, Includes Evenings & Weekends | CAD $40,000/year + Monthly Bonus | Canada
About the Role
You'll be the first person our clients talk to when they reach out about moving to the U.S., and many of them are Canadians making the same move our founders made. From home, you'll run 7–10 scheduled phone and Zoom consultations a day, learn what each client is hoping for, and show them how our attorneys can help.
This isn't a call center job, and it isn't reading from a script. You lead the conversation, build trust, and guide people to sign with us, and your results are measured. If you're a natural on the phone and want to learn U.S. immigration from the inside, you'll grow fast here.
Relevant Backgrounds: Legal Intake · Client Intake · Inside Sales · Admissions Advisor · Enrollment Counselor · Customer Success · Insurance Sales · Financial Services · Hospitality · Call Centre
What You'll Do
- Run scheduled phone and Zoom consultations with people who've reached out to us
- Learn each client's background, goals, timeline, and urgency
- Explain our services and how our attorneys can help with their case
- Guide clients to the next step and collect signed retainer agreements
- Follow up on new leads quickly. Speed wins clients.
- Take clear notes and keep the CRM updated every day
- Use your daily follow-up hour to work your leads and keep up with admin
- Work closely with our attorneys, case managers, and intake team in Florida
What We're Looking For
Required
- Legally entitled to work in Canada, and living in Canada
- Experience in sales, client consultations, or customer service
- Confident and professional on the phone and on Zoom, with a quiet home workspace and reliable internet
- Available for Eastern Time shifts, including evenings and weekends
- Able to complete our Intake Specialist Readiness Program before your start date
Preferred
- Experience at a law firm, especially in intake
- A track record of hitting a sales or conversion goal
- Working knowledge of U.S. immigration pathways
- Experience with a CRM
Compensation
CAD $40,000 per year, plus a monthly performance bonus tied to how well you serve and convert the clients who come to us.
Our hiring process includes an AI-assisted interview as one of the first steps.
Who We Are
Maimone Legal is a family-run, immigrant-owned law firm in Fort Lauderdale practicing immigration, business, and estate planning law. Our founders immigrated from Canada themselves, so we understand what our clients are going through.
We go beyond paperwork - clients get strategies built for their situation and direct access to the professionals handling their case. Every person on our team shapes that experience.
Learn More: https://maimonelegal.com
More about this job
Responsibilities
Conduct scheduled phone and Zoom consultations to understand client needs and explain legal services. Manage lead follow-ups, maintain CRM records, and guide clients through the retainer agreement process.
Requirements
Must be legally entitled to work and reside in Canada with experience in sales, client consultations, or customer service. Requires professional communication skills and availability for Eastern Time shifts including evenings and weekends.
Skills
- Client intake
- Inside sales
- Customer service
- Phone communication
- Zoom consultations
- CRM management
- Lead follow-up
- Legal intake
- Administrative tasks
- Relationship building
- U.S. immigration knowledge
Benefits
- Monthly performance bonus
Remote locations
- Canada
Remote locations (standardized)
- Canada
Visa sponsorship
Not detected in the job text
Categories
- Legal
- Sales
- Customer Service & Support
- Administrative
Keywords
- Client Intake
- Inside Sales
- Customer Service
- CRM
- Legal
- Immigration Law
- Consultation
- Lead Generation
- Remote Work
- Sales Conversion
- Administrative Support
- Zoom
- Phone Sales
- Retainer Agreements