CrewBloom
Intake Sales Specialist (Spanish Bilingual)
CrewBloom, Washington, District Of Columbia, United States, 20599
divh2Intake Sales Specialist/h2pWe 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./ppKey Responsibilities:/polliLead Qualification
Conversion: Assess potential clients needs across divorce, family law, and bankruptcy areas. Convert leads into scheduled paid consultations with attorneys./liliSales
Client Communication: Establish trust and communicate the firms value proposition to prospective clients. Sell consultations effectively while maintaining empathy and professionalism./liliFollow-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./liliCRM
Documentation: Maintain thorough, accurate records in the firms CRM software (Lawmatics), ensuring proper documentation of each step in the intake and sales process. Facilitate seamless handoffs to attorneys./liliPerformance Metrics: Meet or exceed key performance benchmarks, including lead conversion rates, response times, and follow-ups, reviewed on a weekly and monthly basis./liliCollaboration: Work closely with attorneys and internal staff to ensure smooth intake and conversion processes, aligning with firm protocols./liliUtilize Technology: Leverage practice management software (Clio Manage), communication tools (Slack, Zoom, Loom), and email platforms (Microsoft Outlook) to stay organized and efficient./liliStructured Sales Process: Follow structured sales and intake protocols while maintaining professionalism, empathy, and high ethical standards./li/ol/div
Conversion: Assess potential clients needs across divorce, family law, and bankruptcy areas. Convert leads into scheduled paid consultations with attorneys./liliSales
Client Communication: Establish trust and communicate the firms value proposition to prospective clients. Sell consultations effectively while maintaining empathy and professionalism./liliFollow-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./liliCRM
Documentation: Maintain thorough, accurate records in the firms CRM software (Lawmatics), ensuring proper documentation of each step in the intake and sales process. Facilitate seamless handoffs to attorneys./liliPerformance Metrics: Meet or exceed key performance benchmarks, including lead conversion rates, response times, and follow-ups, reviewed on a weekly and monthly basis./liliCollaboration: Work closely with attorneys and internal staff to ensure smooth intake and conversion processes, aligning with firm protocols./liliUtilize Technology: Leverage practice management software (Clio Manage), communication tools (Slack, Zoom, Loom), and email platforms (Microsoft Outlook) to stay organized and efficient./liliStructured Sales Process: Follow structured sales and intake protocols while maintaining professionalism, empathy, and high ethical standards./li/ol/div