Job description
We are looking for an Intake Sales Specialist to join our team. This position is ideal for a bilingual (Spanish-English) professional with a proven track record in high-performance sales, particularly in a legal or customer service setting. The Intake Sales Specialist will play a critical role in converting leads, building rapport with prospective clients, and ensuring a seamless transition to legal representation.
Key Responsibilities:
Lead Qualification & Conversion: Assess potential clients’ needs across divorce, family law, and bankruptcy areas. Convert leads into scheduled paid consultations with attorneys.
Sales & Client Communication: Establish trust and communicate the firm’s value proposition to prospective clients. Sell consultations effectively while maintaining empathy and professionalism.
Follow-up & Case Conversion: After initial consultations, follow up with potential clients to review notes, ensure alignment, and convert them into long-term legal clients on a retainer basis.
CRM & Documentation: Maintain thorough, accurate records in the firm’s CRM software (Lawmatics), ensuring proper documentation of each step in the intake and sales process. Facilitate seamless handoffs to attorneys.
Performance Metrics: Meet or exceed key performance benchmarks, including lead conversion rates, response times, and follow-ups, reviewed on a weekly and monthly basis.
Collaboration: Work closely with attorneys and internal staff to ensure smooth intake and conversion processes, aligning with firm protocols.
Utilize Technology: Leverage practice management software (Clio Manage), communication tools (Slack, Zoom, Loom), and email platforms (Microsoft Outlook) to stay organized and efficient.
Structured Sales Process: Follow structured sales and intake protocols while maintaining professionalism, empathy, and high ethical standards.
Proven Sales Success: Demonstrated experience in sales, cold calling, and commission-based compensation, with a focus on high-volume lead conversion.
Strong Communication Skills: Confident, persuasive, and empathetic communicator who can build rapport with clients, particularly in emotionally sensitive situations.
Organizational Skills: Strong time management and organizational skills to ensure no lead is overlooked, and no follow-up is missed.
Resilience & Goal-Oriented: Ability to handle objections and stay focused on achieving sales targets, while adapting to challenges in a fast-paced environment.
Tech-Savvy: Comfortable using CRM software, virtual collaboration tools, and legal practice management systems. Familiarity with Lawmatics, Clio Manage, Slack, Zoom, and Loom is a plus.
Quick Learner: Ability to quickly gain a basic understanding of divorce, family law, and bankruptcy to effectively qualify leads and communicate the firm’s services.
Team Player: Collaborative, with the ability to work well in a fast-paced environment and contribute positively to the team.
Ethical & Accountable: Committed to adhering to firm processes, maintaining high ethical standards, and providing excellent client service under pressure.
System Requirements
At least 15mbps for main internet and at least 10mbps for backup
A desktop or laptop that has an i5 processor with at least 8 GB RAM and an i3 processor for backup
Note: Back-ups should still be able to function when there is a power interruption
A webcam
Noise-canceling USB Headset
Quiet, Dedicated Home Office
Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.
Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.
