Intake Specialist - 1353 - Lima, Peru
with attorneys and case managers. - Conduct follow-ups with potential clients to improve conversion and intake efficiency...
with attorneys and case managers. - Conduct follow-ups with potential clients to improve conversion and intake efficiency...
, accuracy, and actionable outcomes - Schedule calibration sessions, document meeting notes, and ensure timely follow-ups...
- Experience using a CRM and managing follow‑ups - Self‑motivated and able to work independently in a remote environment...
- Conduct discovery calls to assess needs and tailor value-driven pitches - Assist leadership with follow-ups and closing...
, and actionable outcomes - Schedule calibration sessions, document meeting notes, and ensure timely follow-ups and closure of action...
- Experience using a CRM and managing follow‑ups - Self‑motivated and able to work independently in a remote environment...
, and data teams. Hands-on experience running project governance activities such as stand-ups, delivery reviews, and risk...
weekly follow-ups on NCR status and generate early warnings for delays. - Communication & Collaboration- Requires...
and dashboards - Support quarterly closing activities and commercial campaigns - Track renewals, quotations, and follow-ups...
Maintain organized digital records and update internal systems Support post-closing documentation follow-ups...