Role Description A Viva Engage client is looking for a skilled Intake Specialist to join their Intake team at Pacific Workers, a dynamic and rapidly growing law firm dedicated to fighting for injured workers' rights. This is a fast-paced role where Legal Assistants will spend a significant portion of their day communicating via phone and email with legal teams. - Case Setup & Verification: - Prepare and organize client case files following firm protocols. - Insurance & Employer Confirmation: - Verify employer and insurance details for each new intake case. - Document Follow-Up: - Track and collect missing documents or client information to complete case files. - Team Collaboration: - Coordinate with Intake Specialists and other team members to ensure smooth case transitions. - Data Entry: - Maintain accurate and timely records using legal software systems. Qualifications - 2+ years of experience in legal settings, back-office operations, or remote customer service. - Fluent in English (reading, writing, and speaking) with near-native proficiency. - Remote position – requires a reliable high-speed internet connection and a dependable computer. - Availability to work California hours and holidays (U.S. holidays are observed as paid time off, but Colombian holidays will be working days). - Strong organizational and administrative skills. - High attention to detail and excellent follow-up habits. - Professional and timely communication via phone, email, and text. Requirements - 3,600,000 COP per Month + 150,000 COP stipend + Up to 1,000,000 COP in Commissions. Benefits - Monday to Friday schedule. - 100% remote position. - Working hours: 8 AM – 5 PM Pacific Time. - Indefinite-term contract. - Paid time off in your first year. - Social benefits. - Well-being programs. - Great bonus system.

• Close $250K in revenue per quarter (quarterly quota) through new and existing customers. • Build and maintain a healthy pipeline of at least $800K per quarter, ensuring consistent opportunity flow. • Skilled at targeting key decision-makers within accounts and using personalized outreach strategies to open new opportunities. • Experience with multi-threaded account penetration and navigating complex B2B sales cycles. • Run at least 5 customer meetings per week, 2 of which need to be initial discovery meetings with new prospects or new contacts within existing accounts. • Maintain a clean and accurate pipeline in Salesforce/Clari across (on average) 10-20 qualified opportunities at any given time. • Ensure that pipeline stages, next steps, and close dates are consistently updated and reflective of the deal's actual status. • Demonstrate the ability to operate effectively within a fast-growing, high-ambiguity segment of the business, using creative problem-solving and a proactive approach to uncover and address customer pain points.

• Identificar, contactar y vincular instituciones de salud (hospitales, clínicas, hogares de cuidado). • Educar a clientes potenciales sobre la plataforma y sus beneficios. • Impulsar el proceso de onboarding y activación en el marketplace. • Realizar alcance mediante llamadas, correos electrónicos y otros canales de comunicación. • Construir relaciones con tomadores de decisiones en organizaciones de salud. • Dar seguimiento constante a prospectos para avanzar en el proceso de activación. • Mantener registros precisos de contactos y avances en herramientas CRM. • Colaborar con equipos internos para garantizar un onboarding exitoso. • Cumplir y superar KPIs de actividad y desempeño (llamadas, activaciones, seguimientos).

• Own and control the sales process for Visier’s flagship enterprise product within a new prospect territory. • Develop and implement innovative pipeline growth activities across different verticals within a defined territory. • Effectively research prospects, address financial and budgetary blockers, and offer creative solutions. • Apply enterprise sales skills to navigate complex buying processes and drive deals forward. • Partner and collaborate with internal stakeholders throughout the sales process to contribute to a high-performance sales team.