Client Engagement Specialist
The Rutkowski Law Firm, Rochester Hills, Michigan, United States
Job Overview
Rutkowski Law Firm seeks a Client Engagement Specialist to serve as the warm, confident first voice for potential clients. The role involves guiding families through their initial interaction with us, scheduling appointments, and ensuring a smooth transition to our legal team. Responsibilities
Respond promptly and warmly to all new client inquiries—by phone, web, or referral—within 1 hour during business hours. Qualify potential clients using clear, empathetic conversation flows and firm-provided intake criteria. Confidently schedule 20+ appointments per week with qualified leads for our legal team. Re‑engage unbooked leads through follow‑up calls, emails, and texts, aiming to schedule at least 2 additional appointments per week from reactivations. Document all client interactions accurately and consistently in our CRM. Collaborate with the sales and legal teams to ensure a smooth, professional experience from first contact to first meeting. Track and report lead engagement metrics and identify trends or gaps that impact the booking rate. Contribute to a team culture grounded in empathy, responsiveness, accountability, and continuous improvement. Qualifications
Required
1–3 years of experience in client service, inside sales, appointment setting, or a similar front‑line role. Exceptional verbal communication skills—confident, clear, and empathetic on the phone. Strong organizational skills with the ability to manage multiple conversations and follow‑ups simultaneously. Comfortable using CRM systems, phone platforms, and online scheduling tools. Proven ability to meet and exceed individual performance goals (e.g., booking targets, response time SLAs). Reliable, self‑motivated, and eager to contribute to a fast‑moving team. High emotional intelligence and the ability to handle sensitive client situations with warmth and professionalism. Coachable with a growth mindset—open to feedback, training, and continuous improvement. Preferred
Experience working in a law firm, medical office, or other professional service business. Familiarity with estate planning, elder law, or working with senior clients and their families. Prior training in sales, intake, or consultative communication frameworks. Experience in a high‑volume call or lead‑response environment. Michigan‑based (or Eastern/Central time zone), even if working remotely. Compensation
$45,000 - $75,000 yearly
#J-18808-Ljbffr
Rutkowski Law Firm seeks a Client Engagement Specialist to serve as the warm, confident first voice for potential clients. The role involves guiding families through their initial interaction with us, scheduling appointments, and ensuring a smooth transition to our legal team. Responsibilities
Respond promptly and warmly to all new client inquiries—by phone, web, or referral—within 1 hour during business hours. Qualify potential clients using clear, empathetic conversation flows and firm-provided intake criteria. Confidently schedule 20+ appointments per week with qualified leads for our legal team. Re‑engage unbooked leads through follow‑up calls, emails, and texts, aiming to schedule at least 2 additional appointments per week from reactivations. Document all client interactions accurately and consistently in our CRM. Collaborate with the sales and legal teams to ensure a smooth, professional experience from first contact to first meeting. Track and report lead engagement metrics and identify trends or gaps that impact the booking rate. Contribute to a team culture grounded in empathy, responsiveness, accountability, and continuous improvement. Qualifications
Required
1–3 years of experience in client service, inside sales, appointment setting, or a similar front‑line role. Exceptional verbal communication skills—confident, clear, and empathetic on the phone. Strong organizational skills with the ability to manage multiple conversations and follow‑ups simultaneously. Comfortable using CRM systems, phone platforms, and online scheduling tools. Proven ability to meet and exceed individual performance goals (e.g., booking targets, response time SLAs). Reliable, self‑motivated, and eager to contribute to a fast‑moving team. High emotional intelligence and the ability to handle sensitive client situations with warmth and professionalism. Coachable with a growth mindset—open to feedback, training, and continuous improvement. Preferred
Experience working in a law firm, medical office, or other professional service business. Familiarity with estate planning, elder law, or working with senior clients and their families. Prior training in sales, intake, or consultative communication frameworks. Experience in a high‑volume call or lead‑response environment. Michigan‑based (or Eastern/Central time zone), even if working remotely. Compensation
$45,000 - $75,000 yearly
#J-18808-Ljbffr