Client Onboarding Specialist

3 days ago


Rockville, Minnesota, United States The Law Offices of Josephia Rouse Full time
About the Role

In this role, you will play a key part in our firm's success by identifying and qualifying potential new clients. You will work closely with our sales team to ensure that only high-quality leads are scheduled for appointments, maximizing the likelihood of successful sales.

As an Intake Specialist, you will be responsible for streamlining our case management system, performing data entry, and managing attorney schedules. You will also help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team.

Key Responsibilities:
  • Screen and filter potential new clients to ensure they meet our qualification criteria
  • Assess client needs and provide personalized support to ensure a seamless onboarding experience
  • Develop and maintain relationships with key stakeholders, including attorneys and clients
  • Stay up-to-date with industry developments and best practices in case management and CRM systems
Requirements:
  • Minimum 2 years of experience in customer service or sales
  • High school diploma or equivalent required; Bachelor's degree preferred
  • Advanced Excel skills and experience with case management software
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
What We Offer:

We offer a competitive salary of $50,000 + Bonus structure, as well as opportunities for professional development and growth. If you are a motivated and detail-oriented individual with a passion for family law, we encourage you to apply for this exciting opportunity.



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