Titus Talent Strategies
Our client in the legal industry is a fast‑growing personal injury law firm committed to delivering outstanding client service and results. Their team sets the tone for client relationships and plays a critical role in driving firm growth. They are seeking a Customer Service / Intake Specialist who is passionate about client success, thrives in a competitive environment, and brings strong communication and technical skills to support intake and case‑management processes.
Position Overview The Customer Service / Intake Specialist will serve as a key point of contact for clients, handling inquiries, providing real‑time troubleshooting, and supporting intake and conversion efforts. This role requires a blend of sales acumen, customer service expertise, and technical proficiency to ensure smooth operations and exceptional client experiences.
Key Responsibilities
Engage with potential clients via phone, email, and in person to provide information and convert inquiries into signed cases
Build strong rapport while maintaining a results‑driven approach with an understanding of data analysis and conversion rates
Support the client experience through onboarding, sales, and cross‑selling opportunities when appropriate
Customer Service & Support
Respond promptly to client inquiries and resolve issues with professionalism
Provide real‑time troubleshooting for technical or process‑related concerns
Maintain accurate records in CRM systems (e.g., Salesforce and related tools)
Technical & Documentation
Create and maintain technical documentation for internal processes and client‑facing resources
Utilize tools such as SharePoint, Adobe, Salesforce, and Slack for communication and documentation
Collaboration & Process Improvement
Work closely with intake and case‑management teams to ensure seamless client onboarding
Contribute to process improvements and assist with administrative tasks
Maintain task documentation to support ongoing training and continuous improvement
Qualifications Education:
Bachelor’s degree required (Business, Communications, or related field preferred)
Experience:
1–3 years of customer service, sales, or related experience in a professional setting
Familiarity with SharePoint, Microsoft 365, Zoom, Adobe, Salesforce CRM, and Slack
Strong business writing and verbal communication skills
Ability to multitask, prioritize, and perform effectively under pressure
Results‑oriented, assertive, and motivated by growth
Hybrid role based in Richland, WA (requires regular onsite interaction with team members and clients)
What We Offer
Employer‑paid medical, vision, and dental benefits, including a monthly employer contribution to an HSA
401(k) options with up to a 4% Safe Harbor match
PTO on an accrual basis
Bonus incentive opportunities
Seniority level
Entry level
Employment type
Full‑time
Job function
Sales and Customer Service
Industries
Legal Services
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Position Overview The Customer Service / Intake Specialist will serve as a key point of contact for clients, handling inquiries, providing real‑time troubleshooting, and supporting intake and conversion efforts. This role requires a blend of sales acumen, customer service expertise, and technical proficiency to ensure smooth operations and exceptional client experiences.
Key Responsibilities
Engage with potential clients via phone, email, and in person to provide information and convert inquiries into signed cases
Build strong rapport while maintaining a results‑driven approach with an understanding of data analysis and conversion rates
Support the client experience through onboarding, sales, and cross‑selling opportunities when appropriate
Customer Service & Support
Respond promptly to client inquiries and resolve issues with professionalism
Provide real‑time troubleshooting for technical or process‑related concerns
Maintain accurate records in CRM systems (e.g., Salesforce and related tools)
Technical & Documentation
Create and maintain technical documentation for internal processes and client‑facing resources
Utilize tools such as SharePoint, Adobe, Salesforce, and Slack for communication and documentation
Collaboration & Process Improvement
Work closely with intake and case‑management teams to ensure seamless client onboarding
Contribute to process improvements and assist with administrative tasks
Maintain task documentation to support ongoing training and continuous improvement
Qualifications Education:
Bachelor’s degree required (Business, Communications, or related field preferred)
Experience:
1–3 years of customer service, sales, or related experience in a professional setting
Familiarity with SharePoint, Microsoft 365, Zoom, Adobe, Salesforce CRM, and Slack
Strong business writing and verbal communication skills
Ability to multitask, prioritize, and perform effectively under pressure
Results‑oriented, assertive, and motivated by growth
Hybrid role based in Richland, WA (requires regular onsite interaction with team members and clients)
What We Offer
Employer‑paid medical, vision, and dental benefits, including a monthly employer contribution to an HSA
401(k) options with up to a 4% Safe Harbor match
PTO on an accrual basis
Bonus incentive opportunities
Seniority level
Entry level
Employment type
Full‑time
Job function
Sales and Customer Service
Industries
Legal Services
#J-18808-Ljbffr