Account Executive, Client Intake

Job Description
As an Account Executive, Client Intake, you are the person who turns interest into commitment. You will own the pipeline from first contact to signed engagement agreement. You will guide prospective clients through our evaluation process, connecting them with our legal team, coordinating attorney consultations, and closing the deal with confidence and care.

This is not a cold-calling role. You will be working with warm leads: people who have already raised their hand. Your job is to move them forward, build trust quickly, and make sure every serious prospect becomes a client.

What You Will Do

Follow up swiftly and strategically with inbound leads across email, phone, and messaging platforms

Conduct discovery conversations to understand each prospect's background, goals, and visa eligibility

Connect prospects with our internal team for case evaluation and communicate outcomes clearly

Schedule and prepare clients for consultations with our attorneys, making sure they show up informed and ready

Own the client relationship from first touch through signed engagement agreement

Think creatively to re-engage stalled leads and move hesitant prospects through the funnel

Maintain a clean, up-to-date pipeline in our CRM with accurate notes and follow-up activity

Collaborate closely with attorneys and case managers to ensure a seamless handoff post-signing

Consistently meet and exceed monthly targets for consultations scheduled and agreements closed

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

2+ years of experience in a client-facing closing role: sales, business development, intake coordination, or similar

Experience in immigration, legal services, or professional services is a significant plus

Demonstrated ability to manage a pipeline and close deals in a consultative environment

Proficiency with CRM tools (e.g., Clio, Salesforce, HubSpot, or similar)

Exceptional written and verbal communication skills

Bilingual candidates are strongly encouraged to apply

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