Global Intake Specialist

Are you driven by the opportunity to transform qualified leads into meaningful client consultations?

Do you thrive in a fast-paced, remote environment while managing a robust intake system?

Can you ensure that every potential client sees the value of speaking with our legal team?

Is empathetic communication and effective follow-through at the heart of your professional approach?

Final question: When faced with a challenge, do you get excited or run away?

** IMPORTANT: TO APPLY **

If you have any questions, please email recruit@crisp.co only.

• Please do not reach out through our websites contact information (telephone, email, or web chat) or via direct messaging on any social media platform.

To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens.

**RECRUITERS DO NOT CONTACT**

At BBA Immigration, located in Houston, TX, we specialize in providing comprehensive legal services to clients navigating the complexities of immigration law. Our dedicated team, led by partners Diego Bustillos and Adriana Bello, is committed to offering personalized and effective legal solutions, reflecting our core values of curiosity, integrity, empathy, and professionalism.

We are renowned for our client-focused approach, as evidenced by glowing testimonials and our active engagement through various platforms, including a detailed blog that educates and informs the community. Our firm not only strives to achieve the best outcomes for our clients but also fosters an inclusive and supportive work environment for our team.

The role of Global Intake Specialist at BBA Immigration is essential in guiding potential clients towards successful consultations with our legal team. This position exists to improve the intake process by increasing the number of consultations booked and ensuring potential clients receive timely and professional follow-up. As a part of this process, you will make a significant impact by ensuring that each qualified lead is converted into a consultation that aligns with the firms mission of aiding immigration applicants. Your efficiency and dedication to follow-through will support the firm’s broader client service strategy and growth objectives.

What you’ll do:

• Lead Management: Handle inbound leads from website inquiries, social media, referrals, phone calls, and chats, ensuring prompt response and structured follow-up.
• Client Qualification: Screen leads for potential eligibility and value using prescribed firm SOPs and scripts.
• Consult Scheduling: Communicate the value of the firm’s services and confidently guide qualified prospects toward securing a consultation with an attorney, aiming to book the consultation on the initial call.
• Follow-Up: Consistently follow up with potential clients to maintain engagement and ensure consultations move forward as scheduled.
• Engagement Agreements: Prepare and send engagement agreements, ensuring they are signed and returned promptly.
• Data Management: Maintain accurate and up-to-date records in Clio, ensuring all interactions are logged.
• Process Improvement: Identify and act upon opportunities to streamline and enhance the intake process.
• Reporting: Contribute to team success by tracking performance metrics and achieving monthly targets.
• What Success Looks Like: A successful person in this role improves consultation booking and show rates by effectively engaging qualified prospects and driving them toward scheduled consultations with the firm’s attorneys.

What we’re looking for:

• Bilingual Fluency: Must be fluent in both Spanish and English, capable of engaging diverse client populations.
• Sales Experience: Proven experience in consultative sales within professional services, emphasizing empathy over high-pressure tactics.
• Follow-Up Skills: Demonstrated persistence and ability to handle objections empathetically and effectively.
• Tech Proficiency: Familiarity with CRM systems, particularly Clio, plus Microsoft 365 and communication tools like WhatsApp.
• Self-Starter: High initiative, able to act independently without needing direction, and continuously seek improvement.
• Communication: Excellent communication skills with a focus on empathetic client interactions.
• Process Discipline: Ability to diligently follow scripts and SOPs while adapting as needed to client contexts.
• Coachable: Open to feedback and adaptable to process improvements, with an eagerness to learn and grow.
• Remote Work Readiness: Proven ability to thrive in a remote work environment while maintaining accountability, communication, and consistent performance.

Why you should work here:

• Meaningful Impact: Work where your efforts directly change lives and facilitate dreams.
• Leadership Access: Collaborate closely with partners and influence firm growth.
• Professional Growth: Join a team that values continuous learning and skill development.
• Supportive Culture: Be part of a team that prizes clarity, data-driven decisions, and collaborative improvements.

Additional perks:

• Performance Incentives: High performers have the opportunity to earn meaningful bonuses tied to strong results and contributions to firm growth.
• Paid Time Off: Take time to recharge with paid time off designed to support rest and personal balance.
• Holidays: Enjoy paid holidays that allow you to step away and spend meaningful time with family and friends.
• Compensation: $1,500 - $1,600 monthly

If you are a sales-driven professional with a passion for helping clients reach their immigration goals, BBA Immigration invites you to apply for the Global Intake Specialist role. Your dedication and expertise will be crucial in increasing the firm’s impact and helping more clients achieve their aspirations. Join us in making a real difference today.