Receptionist/Lead Follow-Up Coordinator at Globaltize | Torre
Receptionist/Lead Follow-Up Coordinator
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Globaltize

Receptionist/Lead Follow-Up Coordinator

Globaltize
Posted by
Ivy Paragas
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Emma
Emma
You'll shape vital connections, empowering clients and fostering career growth.
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Full-time
Compensation
USD8 - 10/hour
Non-negotiable
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Remote (for Mexico residents)
Remote (for Peru residents)
Remote (for El Salvador residents)
Remote (for Honduras residents)
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Posted 6 months ago

Requirements and responsibilities

Receptionist / Lead Follow-Up Coordinator Location: Latin America Schedule: Full-time, U.S. business hours (40 hours) The company, Attorney at Law, is a U.S.-based legal firm that helps individuals and businesses resolve IRS tax issues. We are seeking a Receptionist / Lead Follow-Up Coordinator to manage front-line communications, ensure all leads are contacted, and route incoming calls de manera profesional y eficiente. Este es un rol orientado a tareas, no de ventas, en el que manejarás seguimiento oportuno a leads, administrarás el sistema telefónico y apoyarás al equipo para mantener una comunicación ágil con prospectos y agencias oficiales como el IRS. Key Responsibilities * Manage inbound and outbound lead communication (calls, texts, emails). * Schedule qualified leads for free consultations with legal staff. * Maintain consistent and timely follow-up with unresponsive leads. * Serve as the first point of contact for inbound phone calls. * Manage the company’s phone tree and transfer calls to the correct department (Tax Preparation, Case Resolution). * Answer and route incoming IRS calls related to client cases; take detailed messages and relay them to the appropriate team member. * Maintain accurate records of all interactions in the CRM and other tracking systems. * Keep team members informed of critical client messages or follow-up needs. Must-Have Qualifications * 2+ years of experience in customer service, virtual reception, or client coordination. * Fluent in English with a neutral or professional accent. * Experience managing call systems or phone trees. * Strong organizational and task follow-up skills. * Experience with CRM platforms (HubSpot, Trello, etc.). * Ability to handle sensitive information with discretion. Nice-to-Have Qualifications * Previous experience in legal, tax, or financial services environments. * Spanish-English bilingual skills. * Comfort working with U.S. government agencies and familiarity with U.S. business hours and protocols.
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