Sales Intake Coordinator

3 days ago


Rochester, New York, United States The Colwell Law Group Full time

**The Role**

We are seeking a highly skilled Sales Intake Coordinator to join our team at The Colwell Law Group. As a critical member of our intake process, you will be responsible for handling incoming inquiries, gathering client information, and facilitating appointments with our lawyers.

**Key Responsibilities**

  • Handle incoming inquiries (calls, emails, web forms) promptly and professionally
  • Gather essential client information and accurately enter it into our CRM system
  • Pre-screen potential clients to determine if their legal needs align with our practice areas and jurisdictions
  • Schedule consultations based on client needs and availability

**Requirements & Qualifications**

  • Proven experience in a sales, customer service, or client intake role, preferably within a legal setting
  • Familiarity with legal services, terminology, or prior experience working in a law firm is a plus
  • Proficient in CRM software, case management systems, and Microsoft Office Suite
  • Ability to handle sensitive and confidential information with discretion

**Compensation & Benefits**

  • $25 hourly wage
  • 401(k) retirement plan with a 4% matching contribution
  • Medical coverage with a national network and the firm pays for 75% of the Employee cost
  • Company paid $50,000 Life Insurance Policy
  • Dental, vision/Rx, pet, Aflac, and life insurance policy options
  • 10 days of vacation, 7 days of personal, and 8 paid holidays


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