Intake Sales Specialist (Spanish Bilingual)
CrewBloom, Washington, District Of Columbia, United States, 20599
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.
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.