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[Hiring] Intake Specialist @Mindset

Remote, USA Full-time Posted 2026-06-24

Role Description

  • Conduct initial assessments of clients to determine their needs and eligibility for services.
  • Collect and document client information accurately and confidentially.
  • Communicate effectively with clients to explain services, answer questions, and provide support.
  • Coordinate with other team members to ensure seamless service delivery.
  • Maintain accurate records and documentation of client interactions and services provided.
  • Participate in team meetings and training as required.

Qualifications

  • Proven experience as an intake specialist or in a similar role.
  • Excellent verbal and written communication skills in both English and Spanish.
  • Ability to manage a fast-paced work environment.
  • Strong interpersonal skills and a friendly, approachable demeanor.
  • Proficiency in Google Workspace.
  • Ability to multitask and prioritize tasks effectively.
  • Reliable internet connection for remote work.
  • High school diploma or equivalent.

Requirements

  • Experience working in a remote or virtual office environment.
  • Knowledge of virtual phone systems and online scheduling software.

Schedule

  • 8 hours per day, 5 days a week.
  • Must be willing to work 11:00 AM - 8:00 PM EST.

Benefits

  • Remote first policy.
  • Large responsibility from the start.
  • The ability to ascend within the company.
  • A team of creative, transparent entrepreneurs driven to accomplish our mission.

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