Client Onboarding Specialist

3 weeks ago


Albany, New York, United States The Colwell Law Group Full time
Job Description

Sales Intake Specialists play a critical role in ensuring potential clients are guided smoothly through the initial consultation process. As a Sales Intake Specialist at The Colwell Law Group, your primary responsibility will be to handle incoming inquiries (via phone, email, and web) and effectively guide potential clients through the intake process.

This involves gathering critical information, assessing client needs, qualifying leads, and facilitating appointments with the appropriate CRM. You will also be responsible for maintaining accurate and up-to-date records of all client interactions in our database, generating daily, weekly, and monthly reports on lead activity, show, and conversion rates, and collaborating with Client Relations Managers and administrative staff to ensure smooth transitions from intake to case management.



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