Full Time
$4
40
Jun 22, 2026
Inbound Sales & Scheduling Specialist (Notary Services)
Prime Notary is a growing regional and nationwide notary signing service seeking a motivated, detail-oriented Client Intake & Scheduling Specialist to join our operations team. This role is critical to our daily success, client experience, and appointment conversion.
You will serve as the first point of contact for inbound client inquiries, managing calls, texts, and
This is a stable, long-term opportunity with performance-based earning potential. The stronger your results, the more you can earn. We value consistency, accountability, and professionalism—and we invest in tea
KEY RESPONSIBILITIES:
Manage incoming phone calls, text messages, and
Identify opportunities to convert inbound inquiries into booked appointments by confidently guiding clients toward appropriate notary services
Proactively manage outbound follow-up communications related to missed calls, missed messages, and active service requests
Schedule, confirm, and coordinate notary signing appointments with commissioned notary partners
Clearly communicate appointment details to clients and notaries to prevent errors or delays
Monitor and track the status of document signing appointments from booking through completion
Resolve client concerns or service issues professionally and efficiently
Maintain accurate and up-to-date client and notary partner records within company systems
Collaborate with operations managers and internal tea
Conduct follow-ups to confirm appointment completion and client satisfaction
Accurately document all client interactions and transactions
Perform follow-up surveys or feedback collection to identify service improvements
Success in this role is measured by responsiveness, appointment conversion, accuracy, and overall client satisfaction.
REQUIREMENTS:
Strong phone presence with excellent English communication skills (required)
Confident and comfortable working with computers, CRMs, and online scheduling systems
Reliable internet and power; candidates must not experience frequent service interruptions
3–5+ years of customer service experience or equivalent high-volume scheduling experience
3–5+ years of sales-related experience or equivalent inbound booking experience
Excellent communication and problem-solving skills
High attention to detail with the ability to multitask in a fast-paced environment
Availability to work evening or night shifts, as business needs require
HOW TO APPLY:
Please complete the following form to be considered. Qualified candidates will be contacted for next steps. Incomplete applications will not be reviewed.
FORM: