October 16, 2025
Contract
Southlake, TX
XO is a non-profit organization headquartered in Southlake, TX. Through 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 Description
Summary of Position
The Intake Specialist is part of our customer service team and serves as the initial point of contact, collecting information, assessing needs, and guiding clients toward marriage services while building relationships and identifying opportunities to meet their needs. This role involves communicating effectively, managing client data, coordinating appointments, and utilizing strong customer service skills to provide a positive onboarding experience and support sales by qualifying leads and explaining services.
Job Responsibilities:
- Act as the first point of contact, engaging with potential clients and leading them through the intake process.
- 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.
- Assess client needs to determine the most suitable services and guide them appropriately.
- 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 customer service and sales
- 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@xomarriage.com