Intake Specialist

Are you a persuasive communicator ready to make a meaningful impact by guiding individuals in crisis towards the help they need?

Do you thrive in a performance-driven sales environment where each interaction plays a critical role in a client’s decision-making process?

Are you eager to be at the forefront of a firm that values both ethics and excellence, shaping the client intake experience?

Can you seamlessly transition from sales conversations to providing compassionate guidance, ensuring the best fit for both the client and firm?

• Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform.

• →Client Engagement: Answer and return inbound calls, conducting consultative qualification processes to convert inquiries into retained clients.
• →Lead Filtering: Pre-qualify leads to align with the firm’s client criteria, ensuring ethical and appropriate engagements.
• →Consistent Representation: Serve as the first face and voice of the firm, greeting clients, managing front desk duties, and handling basic administrative tasks.
• →Client Onboarding: Assist with the creation of new matter files, manage court date calendaring, and provide support in sending welcome packages.
• →Performance & Metrics Ownership: Track and take ownership of daily and weekly intake metrics (calls, conversions, and follow-ups), regularly reviewing results with leadership to identify trends, gaps, and opportunities for improvement.
• →Market Insight: Review intake and marketing metrics, identify trends, and propose improvements to optimize client conversion rates.

• Sales Experience: Proven success in a sales-oriented role, ideally involving high-cost or discretionary products or services, within environments that require consultative selling, objection handling, and closing.
• Ethics and Compassion: Strong ethical compass, able to sell while aligning with firm values of moral responsibility and compassion.
• Communication Skills: Exceptional interpersonal skills, with the ability to engage clients effectively and adapt to diverse scenarios.
• Schedule Flexibility: Comfortable with a flexible schedule to ensure consistent coverage and strong client experience.
• Problem-Solving: Solutions-focused mindset with the ability to handle rejection and uncertainty positively.
• Accountability Mindset: Comfortable working in a performance-driven environment where results are visible, goals are clearly defined, and success is measured through consistent KPIs.

• High Impact: Play a significant role in the firm's growth and success, with direct influence on client outcomes.
• Leadership Exposure: Engage regularly with firm leadership, gaining insights and guidance from experienced professionals.
• Autonomy: Enjoy the freedom to contribute ideas and improvements, shaping the firm's intake and engagement strategies.
• Clear Growth Pathways: If you’re driven and consistently deliver results, this role offers real room to grow. High performers can step into intake leadership or take on deeper legal operations responsibilities as the firm evolves.