Intake Sales Specialist

7 days ago


Jacksonville, FL, United States CrewBloom Full time
Intake Sales Specialist

We are looking for an Intake Sales Specialist to join our team. This position is ideal for a bilingual (Spanish-English) professional with a proven track record in high-performance sales, particularly in a legal or customer service setting. The Intake Sales Specialist will play a critical role in converting leads, building rapport with prospective clients, and ensuring a seamless transition to legal representation.

Key Responsibilities:

  1. Lead Qualification & Conversion: Assess potential clients' needs across divorce, family law, and bankruptcy areas. Convert leads into scheduled paid consultations with attorneys.
  2. Sales & Client Communication: Establish trust and communicate the firm's value proposition to prospective clients. Sell consultations effectively while maintaining empathy and professionalism.
  3. Follow-up & Case Conversion: After initial consultations, follow up with potential clients to review notes, ensure alignment, and convert them into long-term legal clients on a retainer basis.
  4. CRM & Documentation: Maintain thorough, accurate records in the firm's CRM software (Lawmatics), ensuring proper documentation of each step in the intake and sales process. Facilitate seamless handoffs to attorneys.
  5. Performance Metrics: Meet or exceed key performance benchmarks, including lead conversion rates, response times, and follow-ups, reviewed on a weekly and monthly basis.
  6. Collaboration: Work closely with attorneys and internal staff to ensure smooth intake and conversion processes, aligning with firm protocols.
  7. Utilize Technology: Leverage practice management software (Clio Manage), communication tools (Slack, Zoom, Loom), and email platforms (Microsoft Outlook) to stay organized and efficient.
  8. Structured Sales Process: Follow structured sales and intake protocols while maintaining professionalism, empathy, and high ethical standards.


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