Client Onboarding & Quotations Team Leader, Residential Conveyancing

Howells Solicitors; Cardiff; On-site; GBP 30,000 - 45,000; Full time

Job summary

Howells Solicitors is seeking a dynamic Team Leader to oversee the Client Onboarding Team in their Residential Conveyancing department. The successful candidate will manage onboarding functions and drive sales conversion, playing a crucial role in achieving departmental goals. This position requires strong leadership skills and previous experience in a similar role.

Benefits

Competitive Salary

Minimum of 23 annual leave days plus bank holidays

Gym Discounts

Opportunities for growth and development

Recognition and awards for milestones

Networking and charity events

Refer a Friend Scheme

Qualifications

• Proven experience in a leadership role.
• Strong track record in sales and meeting conversion targets.
• Ability to manage competing priorities in a fast-paced environment.

Responsibilities

• Drive conversion targets and support the New Business Associate.
• Ensure high standards in client onboarding processes.
• Lead and inspire the team to achieve their KPIs.

Skills

Sales Acumen

Interpersonal Skills

Analytical Skills

Motivational Skills

Commercial Awareness

Tools

CRM / CSM Systems

Job description

We are seeking a dynamic, results-driven Team Leader to manage and motivate our Client Onboarding Team within the Residential Conveyancing department. In addition to leading the onboarding function, the role also encompasses oversight of a New Business Associate, with a strong focus on converting initial enquiries into instructions. This position plays a pivotal role in achieving the department’s sales targets, service standards, and operational KPIs. The successful candidate will bring prior experience in a similar leadership role, demonstrate excellent sales acumen, and possess strong interpersonal and team motivation skills.

Duties and Responsibilities

Sales And Conversion

• Drive the quoting function to achieve and exceed conversion targets.
• Monitor and analyse conversion data to identify trends and opportunities.
• Provide coaching and support to the New Business Associate, to improve sales techniques and enquiry handling.
• Support with providing quotes to prospective clients, as necessary for the achievement of targets.
  
  

Client Onboarding And Service Excellence

• Ensure seamless onboarding of clients into the conveyancing process, maintaining high standards of client service.
• Maintain and improve onboarding procedures to enhance efficiency, client satisfaction and increase the number of instructions.
• Monitor productivity levels and adjust workflows as necessary to meet business needs.
• Support with file opening as needed to meet service level requirements.
  
  

Team Leadership

• Lead, coach, and inspire the Client Onboarding Team and New Business Associate to achieve their KPI’s.
• Conduct regular 1:1s, team meetings, and performance reviews.
• Foster a culture of accountability, continuous improvement, and high morale.
  
  

Performance Management

• Set clear team and individual KPIs aligned with departmental objectives.
• Track performance metrics and produce regular reports for senior management and leadership team.
• Regularly monitor calls and provide feedback to team members.
• Take proactive steps to develop talent and improve team performance.
  
  

Collaboration & Communication

• Liaise with other internal teams to ensure a smooth client onboarding journey.
• Provide feedback to improve quoting tools, CRM / CSM systems, and sales materials.
• Represent the team in departmental meetings and contribute to strategic planning.
  
  

What We’re Looking For

• Proven experience in a similar team leader / leadership role.
• Experience within a legal or property services environment is desirable but not essential.
• Strong track record in sales or quoting with demonstrable success in meeting conversion targets.
• Excellent interpersonal, communication, and motivational skills.
• Commercial awareness and a client-centric approach to service delivery.
• Excellent persuasion skills.
• Strong analytical skills and the ability to interpret performance data and metrics.
• Ability to manage competing priorities and work in a fast-paced, target-driven environment.
• Familiarity with CRM / CSM systems and onboarding tools is an advantage.
• Excellent general IT skills, with the ability to quickly learn and adapt to new systems.
• Strong level of literacy and numeracy.
• Team player
  
  

What You’ll Receive

• Competitive Salary
• Annual Leave: Enjoy a minimum of 23 days each holiday year, plus bank holidays and extra time off to unwind, including an additional personal day, a day off for your birthday, and a discretionary paid day during the Christmas break.
• Annual Leave Purchase Scheme: Option to buy up to 3 extra days of leave annually to support your work-life balance.
• Gym Discounts: Access discounted memberships to help you stay active and healthy.
• Growth & Development: We’re invested in your career with opportunities for learning and advancement.
• Milestone Recognition: Celebrate your dedication with recognition and awards for key milestones.
• Events: Take part in various networking, corporate, and charity events throughout the year.
• Refer a Friend Scheme: Get rewarded for referring talented friends and connections to join the team.
  
  

If you have any questions about this opportunity, please email [e-mail]

Successful candidates will be subject to a basic or enhanced DBS disclosure dependent on the role. Permanent employment is conditional on us obtaining a satisfactory DBS check. You will therefore be asked to disclose any unspent convictions during the recruitment process.