Intake Sales Specialist

Summary

Join our dynamic team as an Intake Sales Specialist! This role is perfect for a bilingual (Spanish-English) sales professional with experience in legal or customer service. You will qualify leads, convert them into paying clients, and ensure smooth transitions to legal representation. Success in this position requires strong communication, organizational, and tech skills. We offer a fun, inclusive culture, opportunities for growth, flexible work arrangements, and a great work-life balance.

Requirements

• Demonstrate experience in sales, cold calling, and commission-based compensation, with a focus on high-volume lead conversion
• Be a confident, persuasive, and empathetic communicator who can build rapport with clients, particularly in emotionally sensitive situations
• Possess strong time management and organizational skills to ensure no lead is overlooked, and no follow-up is missed
• Have the ability to handle objections and stay focused on achieving sales targets, while adapting to challenges in a fast-paced environment
• Be comfortable using CRM software, virtual collaboration tools, and legal practice management systems
• Have the ability to quickly gain a basic understanding of divorce, family law, and bankruptcy to effectively qualify leads and communicate the firm’s services
• Be collaborative, with the ability to work well in a fast-paced environment and contribute positively to the team
• Be committed to adhering to firm processes, maintaining high ethical standards, and providing excellent client service under pressure
• Have at least 15mbps for main internet and at least 10mbps for backup
• Have a desktop or laptop that has an i5 processor with at least 8 GB RAM and an i3 processor for backup
• Have a webcam
• Have a Noise-canceling USB Headset
• Have a Quiet, Dedicated Home Office

Responsibilities

• Assess potential clients’ needs across divorce, family law, and bankruptcy areas
• Convert leads into scheduled paid consultations with attorneys
• Establish trust and communicate the firm’s value proposition to prospective clients
• Sell consultations effectively while maintaining empathy and professionalism
• 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
• 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
• Meet or exceed key performance benchmarks, including lead conversion rates, response times, and follow-ups, reviewed on a weekly and monthly basis
• Work closely with attorneys and internal staff to ensure smooth intake and conversion processes, aligning with firm protocols
• Leverage practice management software (Clio Manage), communication tools (Slack, Zoom, Loom), and email platforms (Microsoft Outlook) to stay organized and efficient
• Follow structured sales and intake protocols while maintaining professionalism, empathy, and high ethical standards

Preferred Qualifications

Familiarity with Lawmatics, Clio Manage, Slack, Zoom, and Loom

Benefits

• Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth
• Seize daily chances to learn, innovate, and excel. Make a real impact in your field
• Unlock a world of possibilities and resources to propel your career forward
• Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards
• Embrace the freedom to work from home or any location of your choice. Create your ideal work environment
• Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best