Senior Client Relations Specialist

5 days ago


Greensboro, North Carolina, United States The Elderlaw Firm Full time
Job Overview

We are seeking a highly skilled Client Engagement Manager to join our team at The Elderlaw Firm. This individual will be responsible for maximizing lead conversion and building strong relationships with clients.

The ideal candidate will have a college degree, at least 2-3 years of related sales or customer relationship experience, and knowledge of legal processes, particularly in Estate Planning, Elder Law, and Estate Administration.

A competitive estimated salary range for this role is $50,000 - $60,000 yearly, depending on qualifications and experience.

Key Responsibilities:

  • Boost Client Engagement: Maximize lead conversion and build strong relationships by effectively communicating results from client calls and identifying prospects who should hire the firm.
  • Drive Results: Operate efficiently in both remote and office environments, keeping calls on track to hit goals and utilizing call reports and analytics to measure success.
  • Continuous Improvement: Analyze call trends and opportunities, share insights to evolve the intake sales role, and participate in both sales and non-sales training to enhance skills.

Qualifications:

  • College degree with at least 2 to 3 years of related sales or customer relationship experience.
  • Knowledge of legal processes, particularly in Estate Planning, Elder Law, and Estate Administration.
  • Excellent verbal and written communication skills.
  • Strong client service orientation, capable of developing rapport and maintaining positive relationships, particularly on the phone or in a virtual meeting.
  • High degree of accuracy and attention to detail, with exceptional organizational skills.


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