Intake Sales Specialist (Bilingual English/Spanish) Remote

CEO LAWYER; México; A distancia; MXN 25.000 - 35.000; Jornada completa

Descripción de la vacante

CEO LAWYER is on the lookout for a confident and persuasive Sales Intake Specialist to join their team in Mexico. This remote position involves being the first point of contact for potential clients and converting leads into signed agreements. The ideal candidate will possess strong sales skills, be fully bilingual in English and Spanish, and thrive in a result-driven environment.

The role includes responsibilities such as conducting intake calls, guiding leads through the onboarding process, and documenting activities in the CRM. Join us if you are motivated by results and eager to help clients navigate their legal needs.

Formación

• Experience in client onboarding and follow-up.
• Ability to handle objections and close deals effectively.
• Strong multitasking skills in a high-volume environment.

Responsabilidades

• Respond to inbound leads through various communication channels.
• Conduct intake calls and assess client eligibility.
• Guide clients towards signing contracts and providing documentation.
• Document conversations and activities in CRM systems.

Conocimientos

Bilingual in English and Spanish

Sales experience

Client acquisition

Negotiation skills

Organizational skills

Herramientas

CRM systems

Filevine

Descripción del empleo

Summary

We are looking for a confident, sales-driven, and highly persuasive Sales Intake Specialist to join our team. In this role, you will be the first point of contact for potential clients and will play a critical role in converting qualified leads into signed clients.

This is not just a customer service or administrative intake role. We are seeking someone with a strong sales mindset who knows how to build trust quickly, ask the right probing questions, overcome objections, and guide potential clients through the onboarding and sign‑up process with confidence.

The ideal candidate is an excellent communicator who thrives in a fast‑paced environment, is motivated by results, and knows how to turn opportunities into retained cases.

Key Responsibilities

• Respond promptly to inbound leads through phone, email, chat, and other communication channels.
• Conduct high‑quality intake calls with potential clients, gathering case details and assessing eligibility.
• Build trust and rapport quickly with leads while delivering a professional and empathetic experience.
• Take ownership of the conversation and confidently guide potential clients toward signing with the firm.
• Use consultative selling techniques to explain the firm’s value, address concerns, and move leads through the decision‑making process.
• Handle objections effectively and follow up persistently with warm and undecided leads.
• Close contracts and support clients through the onboarding process from first contact to signed agreement.
• Accurately document all conversations, updates, and lead activity in the CRM and case management systems.
• Review and manage new leads, pending contracts, and follow‑up opportunities daily.
• Coordinate with the legal and intake teams to ensure a smooth handoff once the client signs.
• Organize contracts, supporting documentation, termination letters, photos, and other intake‑related files.

Requirements

• Fully bilingual in English and Spanish with strong verbal communication skills.
• Proven sales experience in intake, consultative sales, client acquisition, appointment setting, closing, or a similar high‐conversion role.
• Strong ability to close deals, handle objections, negotiate, and convert leads into clients.
• Confident and persuasive communication style with a strong sense of urgency and follow‑through.
• Experience with client onboarding, lead follow‑up, and relationship‑building.
• Comfortable working in a high‑volume, KPI‑driven environment.
• Strong organizational skills and attention to detail.
• Ability to multitask and manage multiple leads without losing quality.
• Personal injury experience is a strong plus.
• Experience with Filevine, CRM systems, or legal intake processes is a plus.

What We’re Looking For

• Strong closer
• Confident and persuasive communicator
• Results‑driven and competitive
• Comfortable asking direct questions and leading conversations

Other Requirements

• Your PC or laptop (a wired connection to your modem is recommended).
• You must provide your own equipment and a stable internet connection.
• This is a full‑time 40‑hour‑per‑week position that may require a flexible schedule.
• A noise‑canceling headset and a quiet place to work.
• This is a remote position, and you will be responsible for your local taxes.