Pay: MX$25,000.00 - MX$30,000.00 per month ($8-$10/hr) eligible for performance bonuses

Job description:

About the role This role owns the “next step” after someone attends our estate planning workshop. You'll take people who paid for a Strategy Session and get them scheduled, confirmed, prepared, and qualified so the attorney's meeting is productive and the client experience feels tight and professional.

You're not just booking appointments. You're protecting the calendar, enforcing our rules, and ensuring clients arrive with the right expectations and the intake form completed on time.

Core Responsibilities

Schedule Strategy Sessions following workshops
Follow up with new Strategy Session hires by phone
Book sessions exclusively through Calendly using preset availability
Offer in-person or remote options based on client needs
Confirm spouse attendance when applicable
Qualify clients before finalizing scheduling (marital status, estate value, fit)
Send and enforce completion of pre-intake questionnaires (48-hour rule)
Confirm attendance and timing expectations before sessions
Keep attorney calendars clean; update or remove canceled/rescheduled meetings
Track reschedules, strikes, and refunds according to policy
Maintain clear notes and accurate records in internal systems




Report daily and weekly activity and escalate issues when needed

What Success Looks Like

Sessions are scheduled quickly with minimal back-and-forth
Clients arrive prepared and on time
Attorney calendars remain accurate with no “ghost meetings”
Notes, tracking, and reporting are reliable and complete

Key Metrics

Time from workshop hire to scheduled session
Session show rate
Questionnaire completion rate (48 hours prior)
Reschedule and refund rates
Calendar accuracy

Requirements

1–3 years in scheduling, intake, client services, or sales support
Comfortable on the phone and confident guiding conversations
Highly organized and detail-oriented
Able to enforce policies professionally
Strong written communication skills
Comfortable learning and following systems and workflows

Nice to Have

Experience with Calendly, CRMs, or appointment-based pipelines
Estate planning or law firm experience
Spanish speaking a plus

Compensation & Details

Job Type : Full-time, Remote
Pay : $8-$10 USD/HR (base + commissions)
Location : Fully Remote
Tools Provided : All software and training included

Lugar de trabajo: Empleo remoto

📌 Strategy Session Scheduler (Ciudad de México)
🏢 Rosenblum Law
📍 Ciudad de México