Job Title: Intake Specialist
Company: Demidchik Law Firm, PC
Location: San Jose, CA
Job Type: Full-time, on-site
Intake Specialist
We are seeking a highly motivated Intake Specialist with strong sales skills to be the first point of contact for potential clients. This role involves engaging with individuals via phone calls, emails, texts, and in person to assess their legal needs, effectively communicate the firm's value, and guide them through the intake process. The ideal candidate must be persuasive, proactive, and capable of building rapport while demonstrating empathy, patience, and professionalism.
Responsibilities:
- Conduct initial client interactions, gathering key details about their legal matters.
- Confidently communicate the firm's services and convert inquiries into signed clients.
- Maintain accurate records and documentation.
- Follow up with potential clients to ensure engagement and retention.
- Collaborate with attorneys and staff to facilitate a smooth intake process.
- Oversee office management tasks.
Qualifications:
- Strong sales background with a proven track record in client conversion.
- Fluent English is required; proficiency in Mandarin Chinese is highly preferred.
- Minimum of 5 years of experience in legal intake, and/or sales.
- Prior legal experience is a big plus.
- Resourceful, proactive, and results-driven.
- Proven ability to meet and exceed goals and deadlines.
- Compassionate and empathetic, with the ability to support clients in challenging situations.
Pay: $100,000.00 - $175,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
Ability to Commute:
Work Location: In person