Virtual Intake and Scheduling Coordinator

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Virtual Intake and Scheduling Coordinator based in the United States. This is a fully remote, client-facing role supporting the intake and scheduling operations of a US-based professional services environment. You will serve as one of the first points of contact for prospective and existing clients, creating a welcoming and professional experience from the start. Your responsibilities will span client intake, appointment coordination, CRM management, documentation, payments, and administrative follow-through. You will work closely with clients and internal stakeholders while handling sensitive information with discretion and care. Strong organization and communication will be essential as you manage multiple priorities, calendars, records, and consultations. The role offers an opportunity to build valuable experience in client relations, intake coordination, and remote operations. It is well suited to someone dependable, empathetic, detail-oriented, and comfortable working in a structured, fast-paced environment. Manage client intake: Serve as a central point of contact for prospective and existing clients, answer incoming calls, gather relevant information, and create a positive first impression. Coordinate appointments: Schedule consultations, determine the appropriate appointment type, manage calendars, and send timely reminders regarding upcoming meetings. Prepare client documentation: Prepare and send fee agreements, review intake information and supporting documents, and organize relevant legal or case documentation. Maintain accurate records: Open and close CRM records and matters in the case management system, ensuring client information is complete, accurate, and up to date. Support consultations: Promote and explain consultation services, collect the information required before meetings, and ensure professionals have the necessary context. Handle payments: Collect consultation fees and payments accurately and professionally while maintaining appropriate records. Manage sensitive information: Handle confidential client information with discretion, professionalism, empathy, and respect. Deliver responsive communication: Communicate clearly with clients throughout the intake and scheduling process while addressing questions and concerns effectively. Prioritize and coordinate: Manage multiple appointments, records, communications, and administrative tasks while meeting deadlines and maintaining a high level of accuracy. Contribute to team success: Work collaboratively with colleagues, remain proactive when solving problems, and support smooth day-to-day operations. Requirements: At least 1 year of experience in a client-facing position, such as customer service, sales, intake coordination, or a related field. Advanced or native-level English proficiency , both written and spoken, is required. Spanish proficiency is required or strongly relevant for the role. Previous experience in a legal client-facing environment is preferred. Experience managing calendars, appointments, and scheduling workflows . Familiarity with CRM platforms and case management systems . Strong organizational and multitasking abilities, with excellent attention to detail. Ability to handle sensitive and confidential client information with professionalism and discretion. Strong interpersonal and relationship-building skills, with a patient, empathetic, and service-oriented approach. Responsible, dependable, and proactive work ethic, with the ability to take initiative when resolving issues. Comfortable working independently while maintaining a collaborative and team-oriented attitude . Ability to work the required 8:30 AM–5:30 PM US Eastern Time schedule . Benefits: Monthly compensation of $1,150–$1,220 USD. 100% remote, home-based work. Full-time, long-term career opportunity. Paid Time Off (PTO). Performance or other bon