Intake Sales Specialist (Spanish Bilingual)

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 :

• Lead Qualification & Conversion : Assess potential clients' needs across divorce, family law, and bankruptcy areas. Convert leads into scheduled paid consultations with attorneys.
• Sales & Client Communication : Establish trust and communicate the firm's value proposition to prospective clients. Sell consultations effectively while maintaining empathy and professionalism.
• 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.
• 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.
• Performance Metrics : Meet or exceed key performance benchmarks, including lead conversion rates, response times, and follow-ups, reviewed on a weekly and monthly basis.
• Collaboration : Work closely with attorneys and internal staff to ensure smooth intake and conversion processes, aligning with firm protocols.
• Utilize Technology : Leverage practice management software (Clio Manage), communication tools (Slack, Zoom, Loom), and email platforms (Microsoft Outlook) to stay organized and efficient.
• Structured Sales Process : Follow structured sales and intake protocols while maintaining professionalism, empathy, and high ethical standards.