Intake Representative

Job Title: Intake Representative

Monthly Pay: $3,870 - $5,503 USD per month

Summary:

Working in a form builder such as Jotform and a scheduling and calendar tool such as Microsoft Bookings, the Intake Representative receives inquiries, captures essential details, and helps people move to the appropriate next step. This desk-based role supports orderly intake by ensuring requests are understandable, complete, and routed to the right internal contact. The representative sits within an administrative support team and works under an intake team lead while collaborating with requestors, scheduling contacts, and operational staff. This position is fully remote and work from home in Colorado, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary. Success in this role matters because timely, respectful intake helps internal teams prepare for conversations, schedule appropriate follow-up, and provide consistent service.

Job Responsibilities:

• Receive intake requests through a shared queue, phone calls, emails, and submitted online forms, acknowledging each request professionally.

• Review submitted details for clarity, required contact information, request purpose, and preferred availability before moving work forward.

• Enter accurate intake details, interaction notes, status updates, and next actions in a CRM such as SugarCRM.

• Use a form builder such as Jotform to review submitted forms and identify missing answers or unclear request details.

• Coordinate available appointment options in a scheduling and calendar tool such as Microsoft Bookings and send confirmations or updates.

• Contact requestors by phone or email to clarify incomplete information, confirm preferences, or provide appropriate next-step guidance.

• Route complete requests to the appropriate scheduling contact or internal team based on established intake procedures.

• Escalate urgent, sensitive, duplicate, or unresolved requests to the intake team lead with clear notes and relevant context.

• Maintain organized queue status so teammates can identify pending follow-up, scheduled activity, and requests awaiting clarification.

• Meet quality expectations through accurate entries, prompt turnaround, complete notes, respectful communication, and dependable follow-up.

Qualifications:

• High school diploma or equivalent.

• No experience required; related experience preferred in office reception, request handling, scheduling support, or phone-based assistance.

• Familiarity with structured intake conversations, request details, contact information, and appropriate internal routing preferred.

• Ability to use a CRM such as SugarCRM to enter updates, review request status, and maintain clear interaction notes.

• Ability to learn a form builder such as Jotform and a scheduling and calendar tool such as Microsoft Bookings.

• Clear spoken and written communication when gathering details, explaining next steps, and following up with requestors.

• Sound judgment when recognizing incomplete information, duplicate requests, urgent matters, or situations needing team lead review.

• Reliable computer, high-speed internet, and quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.

• Authorization to work in the United States.

Perks & Benefits:

• Fully remote work supporting request intake and scheduling activities from a home workspace.

• Structured onboarding and training on SugarCRM, Jotform, Microsoft Bookings, intake procedures, and communication practices.

• Regular check-ins with the intake team lead to discuss questions, priorities, and development.

• Opportunities to build skills in request review, appointment coordination, professional phone support, and workflow tracking.

• Benefits include health coverage, paid leave, a 401(k), maternity leave, and bonus opportunities.