Intake Operations Specialist

6 days ago


Albany, New York, United States The Colwell Law Group, LLC Full time
Job Description:
A New Business Development Associate at The Colwell Law Group, LLC is responsible for driving growth by converting leads into clients. This role plays a critical part in the initial consultation process, guiding potential clients smoothly through it and ensuring their needs are met. As a first point of contact, you will handle incoming inquiries (calls, emails, web forms) and effectively guide potential clients through the intake process.

In this position, you will collect essential information from potential new clients, including case details, and accurately enter it into the firm's CRM or case management system. You will also pre-screen potential clients to determine if their legal needs align with the firm's practice areas and jurisdictions, and explain the firm's services, pricing, and processes to them. Additionally, you will use consultative sales techniques to convert qualified leads into scheduled consultations and ensure a high show rate for consultations.

This role requires a blend of customer service, sales, and administrative skills. A Sales-Minded approach is crucial, along with excellent communication skills to build rapport and trust with potential clients. Problem-solving skills are also necessary to handle objections and provide solutions to concerns. We offer a competitive salary of $60,000 - $80,000 per year, depending on experience, to support your success.
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