I am a dedicated Intake Specialist with over 8 years of experience in customer service and client-facing roles, currently working as an Intake Specialist with The Zenith Collective. I specialize in being the first point of contact, handling inbound inquiries, gathering and verifying client information, qualifying leads, and scheduling appointments.
I am highly organized, detail-oriented, and empathetic, ensuring every client feels heard and supported throughout the intake process. I have strong experience maintaining accurate CRM records, following structured workflows, and handling sensitive information with confidentiality.
I am comfortable working remotely, managing high-volume inquiries, and communicating professionally via phone, email, and chat. I am reliable, quick to learn, and committed to delivering excellent client experience while supporting business growth.
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