Marketing - Client Intake Specialist
3 weeks ago
Job Description
Job Description
Davis Miles, PLLC, is a top-ranked law firm in Arizona, known for building a highly innovative legal team driven by excellence, accountability, integrity, respect, and teamwork. Our commitment to these values is unwavering, both in how we serve our clients and in the professionals we seek to join our team.
We are currently seeking an outgoing, professional with a passion for helping others and a natural ability to WOW prospective clients. This role is pivotal in managing the client intake process, blending traditional roles with innovative marketing strategies to enhance our client acquisition and engagement.
Ideal Candidate:
Experience:
2-3 years of consultative sales experience, preferably with exposure to a legal environment. Previous experience in intake or client relations.
Skills : Exceptional organizational skills, coupled with outstanding oral and written communication abilities. Proficiency in MS Office products, familiarity with CRM software, and SMS services are essential.
Attributes:
An outgoing personality who enjoys making meaningful connections, with a flair for seamlessly integrating marketing automation into traditional intake systems to boost ROI and conversions.
Primary Responsibilities:
Client Intake & Engagement:
Answer incoming intake phone calls and encourage potential clients to select our firm as their advocate. Manage the intake process for the firm’s digital marketing campaigns, ensuring a smooth and efficient experience for every client.
Appointments & Coordination:
Schedule and coordinate appointments, ensuring all intake information is correctly processed according to department protocols. Maintain the attorney’s calendar with all applicable appointments.
Follow-Up & Communication:
Systematically follow up on leads and take payments for consults as applicable. Update status appropriately and work closely with marketing to solicit client feedback.
Marketing & Strategy Support : Apply marketing automation to enhance traditional intake systems, increasing ROI and conversions.
Company Description Davis Miles PLLC is one of the top-ranked law firms in AZ
Company Description
Davis Miles PLLC is one of the top-ranked law firms in AZ
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