Pregnantsee
As a Client Intake Specialist, you will be the first point of contact for individuals seeking financial services, gathering initial information and ensuring accurate client setup. The role involves collecting and verifying client data, scheduling consultations, and supporting the client onboarding pipeline. This remote position offers flexible scheduling, performance bonuses, and opportunities for advancement.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Pregnantsee.