Senior Client Intake Specialist

2 days ago


San Jose, California, United States The Matian Firm, APC Full time
Senior Intake Sales Closer

We are seeking an experienced Senior Intake Sales Closer to join our team at The Matian Firm, APC. As a key member of our intake team, you will be responsible for overseeing the operational excellence of our Intake team, handling a large volume of incoming client calls, and ensuring the highest level of customer service.

Responsibilities
  • Directly oversee and manage an Intake team to ensure seamless client onboarding and intake processes.
  • Review and assign new business intake, screening potential client calls and scheduling attorney-client consultations.
  • Persistently monitor all potential new client inquiries, immediately contacting every potential client and establishing a relationship.
  • Update logs and reporting systems to reflect the status of all potential new clients, conducting thorough interviews with genuine empathy and compassion.
  • Schedule appointments for potential clients, take accurate notes during attorney-client initial consultations, and collaborate with attorneys to complete the initial consultation process.
  • Assist attorneys with administrative tasks related to opening new cases and maintaining databases, writing emails, transcribing notes, researching legal documents, faxing, copying, and creating spreadsheets.
Qualifications
  • Bilingual (English/Spanish) with full proficiency.
  • 2+ years of experience in management, preferably in Immigration Law.
  • 3+ years of experience in customer service and/or sales, with a strong background in performance-based metrics.
  • Case Management software experience is a major plus.
  • Resourceful and motivated to solve issues as they arise, with a customer service attitude.

We offer a competitive salary of $65,000.00 - $70,000.00 per year, along with benefits (medical, dental, and vision insurance), paid parking, paid time off, and more. If you have a passion for the legal field and a desire to grow within an organization, apply now to join our team at The Matian Firm, APC.



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