Offer summary

Qualifications:

College educated with a preference for candidates with experience in healthcare, sales, or lead generation., Strong verbal communication skills in professional-level English, both written and verbal., Proven expertise in using CRM systems, preferably WellSky, and experience with lead tracking across platforms., Assertive, self-driven, and highly organized with the ability to manage multiple tasks effectively..

Key responsabilities:

Manage the full lead cycle from initial inquiry to securing in-home assessment appointments.

Monitor and respond promptly to all inbound digital leads from various online platforms.

Conduct follow-up calls and outreach to schedule assessments and track lead status across CRM systems.

Assist in developing a smooth intake workflow and provide light administrative support related to client onboarding.

Job description

This is a remote position.

Company Overview

ClearDesk was founded based on years and years of our own experience in prior businesses in outsourcing amazing talent from places like Colombia, India, and the Philippines. We now live in a world where high-speed internet and the latest technology allow us to build a team of amazing people all across the world.

At ClearDesk, we handle the sourcing, recruiting, and management of our overseas talent as they work with our clients. Our goal is to provide exceptional service that exceeds expectations, and we take pride in our ability to match each client with the right talent to suit their unique needs.

Our Mission
At ClearDesk, we're passionate about helping people succeed. Our mission is to assist clients in building top-performing teams in the most cost-effective way possible, enabling them to thrive in today's competitive business landscape. Additionally, we're committed to helping our remote talent develop their careers within outstanding teams while supporting their families.

But we don't stop there. We're constantly pushing ourselves to grow and learn by surrounding ourselves with the very best talent. This culture of continuous improvement enables us to provide even better service to our clients and team members alike. At ClearDesk, we believe that when everyone succeeds, we all succeed.

Job Description
We are looking for an experienced Lead Generation and Intake Coordinator to manage and convert inbound digital leads into scheduled client assessments who will play a key role in replacing third-party lead handling systems by owning the full intake process — from first contact to appointment scheduling.

Responsibilities

Handle the full lead cycle — from the initial inquiry to securing an in-home assessment appointment.
Monitor and respond promptly to all inbound digital leads from email, website, and other online platforms.
Conduct follow-up calls and outreach to cold/warm leads to schedule in-home assessments.
Track all lead touchpoints, status changes, and next steps across CRM and WellSky systems.
Communicate lead updates in real time with the Administrator and internal scheduling team.
Manage intake documentation and ensure all client records are current and accurate.
Assist in developing a smooth intake workflow, replacing third-party systems like ProNexus.
Occasionally provide light administrative support related to intake or client onboarding tasks.

Requirements

College educated.
Candidates must provide either an NBI Clearance or Police Clearance (preferred) upon hiring.
Candidates must provide a proof of separation from their previous/current employer with an indication/confirmation of their last date of employment.
Must be comfortable with using Hubstaff, a time-tracking application.
Professional-level English (written and verbal/voice).
Strong verbal communication skills to confidently engage and convert digital leads.
Experience in healthcare, sales, or lead generation preferred.
Excellent organization and lead tracking habits across platforms.
Assertive, self-driven, and capable of managing follow-ups without supervision.
Prior experience in sales, lead generation, or intake coordination (healthcare or service industries preferred).
Must be available to work weekdays and occasional weekends if needed based on business needs.
Proven expertise in using CRM systems like WellSky is preferred.
Highly organized with the ability to manage multiple tasks and prioritize effectively.
Professional, motivated, and adaptable with strong interpersonal skills.
Experience using any Customer Relationship Management tool, Zoom, and internal phone systems is a plus.
Computer or laptop with access to the internet (min speed of 25 Mbps).

Hardware Requirements

At least a 720p HD Webcam.
A noise-canceling headset.
At least a 25mbps primary internet connection.
A backup laptop, backup internet connection device, and backup power supply in case of power outage and emergencies.
Minimum recommendation for your main computer: Intel Core i5 or equivalent with 8 GB RAM or higher.
Minimum recommended for your backup computer: Intel Core i3, 4 GB RAM.

Compensation and Benefits

Competitive salary
Work from home
Prepaid HMO
Bonuses and incentives
Paid training

Important Reminder: ClearDesk does not ask for any monetary payments or fees as part of our employment process. If you encounter any request for payment, please disregard it and report it to us immediately. For your security, please ensure that all communications are conducted through emails originating from (@cleardesk.com or @cleardeskteam.com).

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