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Intakes Specialist

April 29, 2026

Job Description <a href="https://legalmanagementgroup.bamboohr.com/hiring/jobs/edit/236" target="_blank" rel="noopener noreferrer"></a> About Us: We are a leading personal injury law firm dedicated to client satisfaction and long-term engagement. We are seeking an Intake Automation Specialist to lead client outreach automation, enhance intake processes, and support marketing initiatives through data-driven strategies. Job Overview: The Intake Automation Specialist will be responsible for developing and implementing automated workflows to optimize client follow-ups, manage intake KPIs, and integrate API-driven solutions for seamless client engagement. This role requires expertise in outbound and inbound call operations, marketing coordination, and workflow automation to drive efficiency and performance. To ensure productivity and efficiency, Time Doctor will be used to track your work hours and productivity. While this tool is in place to ensure accountability, it is also key to maintaining a structured and efficient workflow across remote roles. You’ll be expected to use Time Doctor to log your time and tasks, helping identify areas for improvement and keeping us aligned with our broader team goals. Key Responsibilities: Client Outreach & Engagement Automation <ul> <li>Develop and implement automated texting and calling systems to engage previous and prospective clients through regular follow-ups.</li> <li>Oversee dialing systems (e.g., RingCentral) to ensure optimal connection rates with leads and past clients.</li> <li>Manage intake KPIs to ensure smooth transitions from lead generation to client onboarding.</li> <li>Continuously analyze data to improve automation strategies and report performance metrics to leadership.</li> </ul> Marketing & Operations Support <ul> <li>Collaborate with the marketing and intake teams to align automation strategies with brand and business goals.</li> <li>Support marketing campaigns by automating outreach workflows and tracking engagement metrics.</li> <li>Provide training and support to team members on automation tools and processes.</li> </ul> Qualifications: <ul> <li>Bachelor’s degree in Business, Marketing, or a related field preferred.</li> <li>2+ years of experience in automation, client outreach, and outbound call operations.</li> <li>Experience with <a href="http://postal.io/" target="_blank" rel="noopener noreferrer">Postal.io</a>, Filevine, Lead Docket, and RingCentral is highly preferred.</li> <li>Strong problem-solving skills with a data-driven mindset.</li> <li>Experience in inbound operations or law firms is an added advantage.</li> </ul> Preferred Skills: <ul> <li>Strong background in client engagement and outbound and inbound process optimization.</li> <li>Proficiency in CRM tools to enhance client communication and lead management.</li> <li>Technical expertise in API integrations and workflow automation.</li> </ul> Why Join Us? <ul> <li>Opportunity to lead automation initiatives in client engagement and client call operations.</li> <li>Work alongside a highly motivated marketing and intake team.</li> <li>Competitive salary and growth potential within the firm.</li> </ul> If you're passionate about automation, client experience, and process optimization, apply now to become our Intake Automation Specialist! <hr><div class="fabric-5qovnk-root MuiBox-root css-witlqh" data-fabric-component="Flex"><div class="fabric-5qovnk-root MuiBox-root css-1phs5iq" data-fabric-component="Flex"><div class="fabric-2lfz5e-root MuiBox-root css-jipda8" data-fabric-component="LayoutBox">Location</div><div class="fabric-15808a6-root MuiBox-root css-4cxybv" data-fabric-component="LayoutBox">Tijuana, Baja California</div><hr class="MuiDivider-root fabric-jcid1o-root MuiDivider-fullWidth MuiBox-root css-40h3v3" data-fabric-component="Divider"></div><div class="fabric-5qovnk-root MuiBox-root css-1phs5iq" data-fabric-component="Flex"><div class="fabric-2lfz5e-root MuiBox-root css-jipda8" data-fabric-component="LayoutBox">Department</div><div class="fabric-15808a6-root MuiBox-root css-4cxybv" data-fabric-component="LayoutBox">Intakes</div><hr class="MuiDivider-root fabric-jcid1o-root MuiDivider-fullWidth MuiBox-root css-40h3v3" data-fabric-component="Divider"></div><div class="fabric-5qovnk-root MuiBox-root css-1phs5iq" data-fabric-component="Flex"><div class="fabric-2lfz5e-root MuiBox-root css-jipda8" data-fabric-component="LayoutBox">Employment Type</div><div class="fabric-15808a6-root MuiBox-root css-4cxybv" data-fabric-component="LayoutBox">Contractor</div><hr class="MuiDivider-root fabric-jcid1o-root MuiDivider-fullWidth MuiBox-root css-40h3v3" data-fabric-component="Divider"></div><div class="fabric-5qovnk-root MuiBox-root css-1phs5iq" data-fabric-component="Flex"><div class="fabric-2lfz5e-root MuiBox-root css-jipda8" data-fabric-component="LayoutBox">Minimum Experience</div><div class="fabric-15808a6-root MuiBox-root css-4cxybv" data-fabric-component="LayoutBox">Entry-level</div><hr class="MuiDivider-root fabric-jcid1o-root MuiDivider-fullWidth MuiBox-root css-40h3v3" data-fabric-component="Divider"></div></div>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...