Intake Specialist - XO Marriage

XO Marriage is a non-profit organization headquartered in Southlake, TX. Through XO Marriage events, podcasts, online content, and marriage-enriching resources, our mission is to see the marriage rate increase, the divorce rate drop, and a generation of children set up for success.

Job Title: Intake Specialist

Reports To: Business Office Manager

Job Location: Southlake, TX

Job Type: Contract

Travel: None

Summary of Position

We are seeking a highly motivated and empathetic Intake Specialist to join our team. The ideal candidate is an organized, detail-oriented professional with a proven track record in consultative sales. You will build and nurture authentic relationships with clients by understanding their unique needs and delivering solutions that genuinely help them succeed. This role involves communicating effectively, managing client data, coordinating appointments, and utilizing strong sales and customer service skills to provide a positive onboarding experience.

Job Responsibilities:

· Assess client needs to determine the most suitable resources and services for each and guide them appropriately.

· Explain services, policies, and address client concerns.

· Accurately input and maintain client information in our CRM (High Level & Salesforce).

· Schedule initial appointments and coordinate with Marriage Coaches to ensure a smooth transition for clients.

· Respond to client inquiries and resolve issues related to the intake process or services.

·Communicate effectively with clients, internal staff, and external referral sources to streamline processes.

· Assist with general Customer Service inquiries for XO Marriage and Tipping Point Ministries as needed

General Skills & Qualifications

· 2+ years of experience in sales and customer service

· Excellent verbal and written communication skills

· Problem Solver

· Strong organizational skills and attention to detail

· Maintain the integrity of our data structure

· Strong computer literacy. (Mac OS, Gmail, Word, Excel, Slack, Google Doc. etc.)

· Experience with Salesforce and High-Level a plus

General Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to:

● Sit/stand for long periods of time

● Occasionally kneel, or crouch

● The employee must frequently lift and/or move up to 10 lbs. and occasionally lift and/or move up to 25 lbs.

*This description is not all-inclusive, and other duties may be assigned as necessary.

If you are interested in the position, please send your resume to hr@xomarraige.com.

Job Type: Contract

Pay: $19.00 - $20.00 per hour

Expected hours: 40 per week

Work Location: In person

XO Marriage

Latest Jobs

Intake Specialist