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Client Engagement Specialist

2 months ago

Bartlett, United States Douglass & Runger PLLC Full time

The Role: Client Engagement Specialist

We are looking for an experienced sales representative to conduct initial meetings with prospective new clients to help them understand the legal services available at our law firm. An ideal candidate will show compassion for the stress and anxiety all potential clients feel when going through divorce, custody, probate, and estate planning. Strong candidates are excellent, active listeners who can clearly hear what potential clients say to discern their needs and goals.

Once a client chooses to hire our firm, our Client Engagement Specialist continues supporting our new clients by providing attentive, excellent onboarding. They ensure engagement agreements are created and share firm procedures, expectations, and systems. They email all assigned team members at the start of the case. They follow up with clients at the end of their first week, and then a month into their matter, to ensure they have everything they need and provide additional resources that will help each client be successful.

Our Client Engagement Specialist will also remain in contact with potential clients who haven't yet made decisions about representation so that they understand our door is open to them when they are ready to move forward. This team member also keeps detailed records about their consults to provide data-driven & constructive feedback to the owner and marketing department about the effectiveness of our marketing and branding strategies…even offering possible suggestions for improvement based on their direct experiences with clients.

About Our Firm

We are a fast-growing family law, probate, and estate planning firm serving clients in Shelby, Fayette, Tipton, Lauderdale, and Haywood Counties in Tennessee.

**Why Douglass & Runger, PLLC? **

● You prize the opportunity to have a position with performance bonuses

● You want a healthy work culture with people who enjoy and support each other through exceptional teamwork and individual accountability.

● You would value the chance to collaborate within an experienced team of marketing, intake, and legal professionals to guide your development.

● You want to participate in a program for legal sales that provides opportunities to develop critical industry-specific operational skills.

● You are excited to earn performance-based bonuses that reward your accomplishments.

● You value a private IRA, with employer match, for your retirement planning.

● You desire quality medical, vision, and dental insurance.

Responsibilities

● In accordance with the ethical rules governing lawyers, the Client Engagement Specialist will not provide legal advice, quote a fee, or enter into an engagement with a client. The Client Engagement Specialist will simply prepare prospective clients for entering into an engagement with the owner or other designated attorney.

● Meet with prospective clients to learn about their needs and educate them about the firm itself and provide a general description of the firm's services in their area of need

● Oversee client onboarding and ensure that the onboarding and provide clear, ongoing communication with the team

● Remain in contact with potential new clients who haven't yet made decisions about representation and orchestrate helpful, ongoing communications to support them

● Maintain detailed records about potential and onboarded client communications to maintain the firm's pre-engagement system

● Keep detailed data regarding work to provide the marketing team and owner about the effectiveness of our business strategies and provide possible suggestions for improvement based upon direct interactions

● Always lead with active listening, empathy, and accountability

Qualifications

Education and Experience

● Demonstrated record of success selling luxury, high-end, or professional services

● Proven track record with, and strong interest in, consultative solution sales

● Experience with any CRM, particularly reporting

● Real life experience to give you empathy for the potential clients you meet

● Knowledge of the legal industry is a plus - but is not required

Compensation

$55K base with bonus opportunities.