Client Intake Specialist (Bilingual – Spanish)
AC Lion Digital Executive Search, New York, NY, United States
Client Intake Specialist (Bilingual – Spanish)
Location:
New York, NY
Schedule:
Hybrid (3 days/week in office) + early morning & evening availability (Paid as Overtime)
Compensation:
$70,000 base + bonus
About the Role We are seeking a sharp, data-driven
Client Intake Specialist
to support a fast-growing personal injury law firm in Midtown Manhattan. The firm generates significant marketing lead flow and referral volume, and this role ensures every viable case is properly qualified, tracked, and converted.
This position serves as a key intake resource and operational backstop — helping manage inbound calls, referral relationships, and CRM data to ensure no opportunity is missed.
Key Responsibilities Client Intake & Qualification (20–25%)
Handle inbound calls for serious injury cases (e.g., major construction accidents, catastrophic incidents)
Assess, qualify, and determine whether to sign, refer, or decline cases
Clearly communicate the firm’s contingency fee structure (33%)
Take thorough notes and maintain accurate records
Referral Network Management (50%)
Work with leadership to manage and grow an active referral network
Track referred cases and ensure proper follow-up
Prevent revenue loss by keeping opportunities organized and moving
Operations & Conversion Support (25%)
Provide backup for live call transfers
Maintain and clean LeadDocket CRM data
Support conversion efforts and intake optimization
Ideal Candidate
Fluent in Spanish (required)
Quick thinker who can assess cases in real time
Highly detail-oriented and data-centric
Technically proficient and fast
Self-motivated with strong communication skills
Background as a paralegal, EA, or intake specialist is a plus
Hybrid role (3 days in-office). Early morning and evening availability required.
If you thrive in a fast-paced, performance-driven environment and want to play a central role in a growing firm’s success, we’d love to connect.
#J-18808-Ljbffr
New York, NY
Schedule:
Hybrid (3 days/week in office) + early morning & evening availability (Paid as Overtime)
Compensation:
$70,000 base + bonus
About the Role We are seeking a sharp, data-driven
Client Intake Specialist
to support a fast-growing personal injury law firm in Midtown Manhattan. The firm generates significant marketing lead flow and referral volume, and this role ensures every viable case is properly qualified, tracked, and converted.
This position serves as a key intake resource and operational backstop — helping manage inbound calls, referral relationships, and CRM data to ensure no opportunity is missed.
Key Responsibilities Client Intake & Qualification (20–25%)
Handle inbound calls for serious injury cases (e.g., major construction accidents, catastrophic incidents)
Assess, qualify, and determine whether to sign, refer, or decline cases
Clearly communicate the firm’s contingency fee structure (33%)
Take thorough notes and maintain accurate records
Referral Network Management (50%)
Work with leadership to manage and grow an active referral network
Track referred cases and ensure proper follow-up
Prevent revenue loss by keeping opportunities organized and moving
Operations & Conversion Support (25%)
Provide backup for live call transfers
Maintain and clean LeadDocket CRM data
Support conversion efforts and intake optimization
Ideal Candidate
Fluent in Spanish (required)
Quick thinker who can assess cases in real time
Highly detail-oriented and data-centric
Technically proficient and fast
Self-motivated with strong communication skills
Background as a paralegal, EA, or intake specialist is a plus
Hybrid role (3 days in-office). Early morning and evening availability required.
If you thrive in a fast-paced, performance-driven environment and want to play a central role in a growing firm’s success, we’d love to connect.
#J-18808-Ljbffr