Client Intake & Coordination Specialist

About the Role: We are a boutique, personalized matchmaking service dedicated to helping professionals find meaningful, long-term relationships. We are expanding our client intake process and are looking for a sharp, organized, and deeply empathetic Client Intake & Coordination Specialist to manage our prospect pipeline and ensure a seamless onboarding experience. Position Overview: In this role, you will act as the welcoming front line for prospective matchmaking clients. You will receive pre-identified profiles from our research team, reach out to initiate contact, screen prospects against our basic membership criteria, organize their candidate profiles, and seamlessly schedule their introductory consultations. Key Responsibilities: Outreach & Introduction: Reach out to pre-vetted prospects via Instagram or LinkedIn using our established messaging templates for our matchmaking service. Prospect Screening: Guide interested individuals through a polite, conversational intake questionnaire to ensure a mutual fit for our matchmaking programs. Profile Compilation: Gather key background details, dating preferences, and partner criteria from the prospect and organize them into a clean client profile sheet. Call Scheduling: Coordinate calendars using our booking links (e.g., Calendly) to schedule consultation calls between the prospect and our lead matchmaker. Pipeline Management: Maintain an accurate, up-to-date log of all outreach stages, active conversations, scheduled calls, and follow-ups. Requirements & Qualifications: Exceptional Communication: Flawless written and verbal English with a warm, professional, and sophisticated tone. (Matchmaking requires high emotional intelligence, tact, and discretion). Organizational Skills: Meticulous attention to detail when organizing profiles, tracking schedules, and managing data. Platform Fluency: Comfortable navigating Instagram, LinkedIn, Google Sheets/Docs, and scheduling software (Calendly). Discretion: Absolute respect for privacy and confidentiality regarding sensitive client and relationship information. Reliability: Proven remote work experience with stable internet and a professional home office setup. What We Offer: Fully remote, flexible schedule. Step-by-step standard operating procedures (SOPs) and messaging guides tailored specifically for the matchmaking industry. Performance incentives tied to completed consultations.