Intake Sales Specialist

Are you poised, confident, kind, patient, and assertive? Do you possess emotional intelligence and the ability to connect with people navigating major life disruptions? Do you have experience in customer service and/or sales? Our matrimonial law firm is seeking a New Client Concierge dedicated to providing an exceptional client experience for both current and prospective clients while playing a vital role in retaining new clients. We take pride in our concierge approach, tailoring representation to each individual situation. If you love delivering exceptional customer service and helping people find the best fit for their needs, please apply. Responsibilities:
• Provide a concierge client experience to potential new clients
• Handle interactions with empathy and authority
• Engage with potential new clients to determine if they are a good fit for the firm
• Facilitate a smooth transition to attorney consultations
• Utilize our phone systems to ensure a seamless client experience
• Meet expected monthly performance metrics for appointments set with attorneys
• Monthly data management and reporting
• Ensure all case intake legal documents are processed, signed, and executed properly
• Provide clerical support to the operations team as needed Qualifications:
• A minimum of two years of experience in a customer service role
• At least 1 year of sales experience is preferred
• Critical thinking skills
• Pro-active, results-oriented mindset
• Flexibility, optimism, and empathy toward individuals dealing with matrimonial issues
• Confidence to be kindly assertive with clients when necessary
• Reliability, accuracy, and responsibility in all tasks
• Technical Proficiency: familiarity with Microsoft Office and Clio is a plus Compensation: $50,000-$60,000 per year plus annual bonus potential up to $20,000

• Provide a concierge client experience to potential new clients
• Handle interactions with empathy and authority
• Engage with potential new clients to determine if they are a good fit for the firm
• Facilitate a smooth transition to attorney consultations
• Utilize our phone systems to ensure a seamless client experience
• Meet expected monthly performance metrics for appointments set with attorneys
• Monthly data management and reporting
• Ensure all case intake legal documents are processed, signed, and executed properly
• Provide clerical support to the operations team as needed