Client Intake and Sales Specialist
Frontline Source Group, Cumming, GA, United States
Job Description
Apply now for the opportunity to join a growing law firm in Cumming, Georgia as a Client Intake and Sales Specialist on a Direct Hire basis. This role involves managing the intake process, conducting consultative sales conversations, and providing exceptional client experience.
Company Profile:
Law Firm
Opportunity for growth
Client Intake and Sales Specialist Role:
The Client Intake & Sales Specialist is responsible for managing the full lifecycle of prospective clients-from initial inquiry through onboarding and post-engagement follow-up. This role combines client intake, consultative sales, and relationship management to deliver a seamless and high-quality client experience.
You will serve as the first point of contact for potential new clients, guiding them through the intake process, qualifying their needs, and helping them engage the firm's legal services.
Client Intake and Sales
Own and manage all incoming leads from initial contact through engagement
Qualify prospective clients and assess fit for firm services
Conduct consultative sales conversations to convert leads into clients
Clearly explain service options, scope, and next steps
Generate engagement agreements and assist with payment processing, including financing options when needed
Onboarding & Case Setup
Accurately document client information and interactions in firm systems
Complete intake workflows and open new matters in the Case Management System
Coordinate with internal teams to ensure timely case initiation
Ensure proper service alignment to minimize firm risk and liability
Client Experience & Follow-Up
Follow up with new clients
Re-engage prospective clients who did not initially move forward
Maintain relationships with past clients
Address client concerns and ensure a high level of satisfaction
Respond professionally to reviews and feedback
Administrative Support
Manage payment plans and collect outstanding balances
Maintain accurate, timely records of all communications and activities
Provide feedback to leadership on lead quality and process improvements
Client Intake and Sales Specialist Background Profile:
High school diploma or equivalent
Minimum 2 years of experience in:
Sales, client intake, or client-facing roles
OR a professional services environment (legal, healthcare, financial services, etc.)
Strong communication and interpersonal skills
Ability to follow structured processes and workflows (SOPs)
Comfortable with consultative sales and guiding client decisions
Preferred
Experience in a law firm environment
Probate and or estate planning experience
Familiarity with CRM or case management systems
Features and Benefits:
Dental
Vision
PTO
Bonus potential
Job Requirements
Sales, Legal
Additional Information
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer:
Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Meet Your Recruiter
Fatima Akhtar
Fatima Akhtar is a dedicated Executive Search Recruiter with a specialty focus on the legal sector at Frontline Source Group. With a strong passion for connecting talented candidates with top employers, Fatima leverages her expertise in staffing, recruiting, and leadership development to provide tailored solutions that meet the unique needs of her clients and candidates.
Fatima holds a master's degree in industrial and organizational psychology, which equips her to understand the nuances of both client and candidate preferences. Her professional background includes roles as a Placement Manager, Digital Staffing Specialist and Recruiter, and Leadership Development, Legal and Digital Staffing Intern. In these positions, she honed her skills in communication, creative problem-solving, and working effectively in fast-paced environments.
Fluent in both Spanish and English, Fatima excels in communicating with diverse audiences. She is committed to helping individuals find meaningful careers and assisting organizations in growing their teams. Always eager to learn and collaborate, Fatima is also open to opportunities in change management, learning and development, and HR.
With her strong interpersonal skills and a keen eye for talent, Fatima Akhtar is an invaluable asset to any organization looking to exceed its hiring goals.
469-983-3999
Schedule a Meeting
fatima.akhtar@frtline.com
Connect on Facebook
Connect on X
Connect on LinkedIn
Connect on Google+
FOLLOW US ON LINKEDIN
All interviews are set by appointment only and we do not allow walk-ins at any location.
We are an Equal Opportunity Employer, M/F/V/D. Candidates must have authorization to work in the U.S. Clients will not sponsor visas.
Apply now for the opportunity to join a growing law firm in Cumming, Georgia as a Client Intake and Sales Specialist on a Direct Hire basis. This role involves managing the intake process, conducting consultative sales conversations, and providing exceptional client experience.
Company Profile:
Law Firm
Opportunity for growth
Client Intake and Sales Specialist Role:
The Client Intake & Sales Specialist is responsible for managing the full lifecycle of prospective clients-from initial inquiry through onboarding and post-engagement follow-up. This role combines client intake, consultative sales, and relationship management to deliver a seamless and high-quality client experience.
You will serve as the first point of contact for potential new clients, guiding them through the intake process, qualifying their needs, and helping them engage the firm's legal services.
Client Intake and Sales
Own and manage all incoming leads from initial contact through engagement
Qualify prospective clients and assess fit for firm services
Conduct consultative sales conversations to convert leads into clients
Clearly explain service options, scope, and next steps
Generate engagement agreements and assist with payment processing, including financing options when needed
Onboarding & Case Setup
Accurately document client information and interactions in firm systems
Complete intake workflows and open new matters in the Case Management System
Coordinate with internal teams to ensure timely case initiation
Ensure proper service alignment to minimize firm risk and liability
Client Experience & Follow-Up
Follow up with new clients
Re-engage prospective clients who did not initially move forward
Maintain relationships with past clients
Address client concerns and ensure a high level of satisfaction
Respond professionally to reviews and feedback
Administrative Support
Manage payment plans and collect outstanding balances
Maintain accurate, timely records of all communications and activities
Provide feedback to leadership on lead quality and process improvements
Client Intake and Sales Specialist Background Profile:
High school diploma or equivalent
Minimum 2 years of experience in:
Sales, client intake, or client-facing roles
OR a professional services environment (legal, healthcare, financial services, etc.)
Strong communication and interpersonal skills
Ability to follow structured processes and workflows (SOPs)
Comfortable with consultative sales and guiding client decisions
Preferred
Experience in a law firm environment
Probate and or estate planning experience
Familiarity with CRM or case management systems
Features and Benefits:
Dental
Vision
PTO
Bonus potential
Job Requirements
Sales, Legal
Additional Information
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer:
Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Meet Your Recruiter
Fatima Akhtar
Fatima Akhtar is a dedicated Executive Search Recruiter with a specialty focus on the legal sector at Frontline Source Group. With a strong passion for connecting talented candidates with top employers, Fatima leverages her expertise in staffing, recruiting, and leadership development to provide tailored solutions that meet the unique needs of her clients and candidates.
Fatima holds a master's degree in industrial and organizational psychology, which equips her to understand the nuances of both client and candidate preferences. Her professional background includes roles as a Placement Manager, Digital Staffing Specialist and Recruiter, and Leadership Development, Legal and Digital Staffing Intern. In these positions, she honed her skills in communication, creative problem-solving, and working effectively in fast-paced environments.
Fluent in both Spanish and English, Fatima excels in communicating with diverse audiences. She is committed to helping individuals find meaningful careers and assisting organizations in growing their teams. Always eager to learn and collaborate, Fatima is also open to opportunities in change management, learning and development, and HR.
With her strong interpersonal skills and a keen eye for talent, Fatima Akhtar is an invaluable asset to any organization looking to exceed its hiring goals.
469-983-3999
Schedule a Meeting
fatima.akhtar@frtline.com
Connect on Facebook
Connect on X
Connect on LinkedIn
Connect on Google+
FOLLOW US ON LINKEDIN
All interviews are set by appointment only and we do not allow walk-ins at any location.
We are an Equal Opportunity Employer, M/F/V/D. Candidates must have authorization to work in the U.S. Clients will not sponsor visas.