About the role

  • Drive client acquisition through inbound and outbound sales strategies.
  • Develop and execute sales plans to meet and exceed monthly revenue targets.
  • Manage and optimize the full sales pipeline, from lead generation to retention.
  • Conduct consultations with potential clients to qualify cases and build trust.
  • Create and present compelling proposals and fee agreements aligned with firm standards.
  • Oversee the entire client intake journey, ensuring a high conversion rate from lead to signed client.
  • Ensure accurate data collection, documentation, and case evaluation.
  • Collaborate closely with legal teams for seamless case handoffs and communication.
  • Maintain compliance with all legal and ethical requirements throughout the intake process.
  • Lead, coach, and develop a team of intake specialists and sales representatives.
  • Establish clear performance goals, conduct regular coaching, and maintain accountability.
  • Host team meetings and training sessions to uphold client communication excellence.
  • Track and analyze key performance indicators (KPIs).

Requirements

  • Bilingual: English and Spanish required.
  • 5+ years of sales management experience (legal services preferred).
  • Proven record of exceeding sales goals and driving team performance.
  • Proficiency with CRM systems (e.g., HubSpot, Clio Grow, Lawmatics).
  • Strong understanding of legal ethics and client confidentiality.
  • Exceptional communication, leadership, and analytical skills.
  • Ability to work in a hybrid (remote + in-office) environment.

Benefits

  • Flexible work arrangements
  • Professional development opportunities

Job title

Sales & Intake Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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