About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Customer Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Compensation & Schedule

This is a full-time, on-site role in Encino, CA (40 hours/week).
Pay: $20.00 - $23.00 per hour (W-2) + commission and employee benefits. Actual starting pay within that range will depend on relevant experience.

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Why This Role

Join a confidential client in the customer services industry that helps clients resolve tax-related debt and related issues. As a Bilingual Intake Specialist (English/Spanish), you’ll be the first point of contact for prospective clients — qualifying leads, collecting information, and connecting qualified prospects with the sales team. This is a great role for someone who enjoys phone-based client work, is detail-oriented, and wants opportunities for growth.

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What You’ll Do

• Field inbound client calls and conduct initial intake interviews by phone or electronically
• Greet and communicate with clients professionally and empathetically, in English and Spanish
• Verify and collect qualifying client information; maintain strict confidentiality with sensitive data
• Enter and maintain accurate client records in internal systems or CRM
• Screen leads against minimum qualification criteria and route qualified prospects to the sales team
• Make outbound follow-up calls to existing prospective clients when needed
• Assist with scheduling appointments and basic administrative tasks (filing, copying, data entry)
• Collaborate closely with sales managers and staff to support a smooth intake-to-sales handoff
• Strive to meet agreed Key Performance Indicators (KPIs) and other metrics that support team goals

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Required Qualifications

• Bilingual fluency in English and Spanish (verbal and written)
• High school diploma or equivalent required (Associate’s or Bachelor’s preferred)
• Hands-on experience with computers and common software (e.g., Microsoft Office, CRM systems)
• Demonstrated ability to handle confidential and sensitive client information professionally
• Strong customer-service orientation and excellent interpersonal skills
• Excellent oral and written communication skills in both languages
• Detail-oriented, organized, and able to multitask in a fast-paced environment
• Coachable, open to feedback, and motivated to meet individual and team goals

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Preferred Qualifications

• Prior intake, call center, customer service, administrative, or case-management experience
• Direct experience with CRM platforms and data-entry best practices
• Familiarity with RingCentral or similar telephony platforms and Microsoft Word/Excel
• Proven track record of accuracy and follow-through when recording client information

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Summary of Employee Benefits

• Comprehensive benefits package (medical, dental, vision, and other supplementary benefits)
• Opportunities for professional advancement for high-performing employees
• Commission eligibility in addition to base pay
• 401(k) retirement plan
• Paid time off, sick leave, and access to an Employee Assistance Program (EAP)
• Employee discount marketplace and subsidized gym memberships

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Location & Legal / Hiring Notes

• Worksite: Encino, CA (on-site)
• Employment type: Full-time (W-2)
• Applicants must be authorized to work in the United States. Reasonable accommodations are available for applicants with disabilities; please notify Careertakes if you require an accommodation during the hiring process.
• This posting complies with applicable U.S. and California hiring and pay-transparency requirements; the advertised pay range is shown above. No protected-class preferences are expressed; hiring decisions are made without unlawful discrimination.

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Next Steps

If this role matches your skills and career goals, you may be contacted by Careertakes to continue the matching and application process. Applicants may also gain access to other matched roles via the Careertakes platform.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.