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    • The Intake Specialist is responsible for being the first point of contact for clients…
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Job Post Details

Intake Specialist | WFH Set-up - job post

Crescendo Staffing and Business Consulting Inc.
3.0 out of 5 stars
MakatiRemote
PHP 30,000 - PHP 35,000 a month

Job details

Pay

  • PHP 30,000 - PHP 35,000 a month

Job type

  • Permanent
  • Full-time

Full job description

The Intake Specialist is responsible for being the first point of contact for clients, gathering essential information, and ensuring a smooth onboarding or case intake process. This role requires strong communication skills, attention to detail, and the ability to manage sensitive information with confidentiality.

Key Responsibilities:

  • Serve as the initial point of contact for inbound and outbound client communications (calls, emails, or chats)
  • Collect, verify, and document client information accurately in the system
  • Assess client needs and route inquiries to the appropriate department or team
  • Schedule appointments or follow-ups as needed
  • Maintain and update records in CRM or case management systems
  • Ensure compliance with company policies and data privacy standards
  • Provide excellent customer service and maintain a professional demeanor at all times

Qualifications:

  • At least high school graduate; college level or degree preferred
  • At least 2 years' experience as Intake Specialist
  • Strong verbal and written English communication skills
  • Good listening skills and ability to handle sensitive or confidential information
  • Proficient in using computers, CRM tools, and MS Office/Google Workspace
  • Ability to multitask and work in a fast-paced environment

Work Setup & Requirements:

  • Reliable internet connection (for WFH setup)
  • Quiet and professional workspace
  • Willingness to work in shifting schedules, including night shifts if required

Preferred Skills:

  • Experience with intake processes (medical, legal, or customer onboarding)
  • Strong organizational and problem-solving skills
  • High level of empathy and professionalism when dealing with clients

Pay: Php30,000.00 - Php35,000.00 per month

Benefits:

  • Company events
  • Flexible schedule
  • Health insurance
  • Opportunities for promotion
  • Promotion to permanent employee
  • Work from home

Work Location: In person

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