Business Development Coordinator/Intake Specialist at Tayne Law Group

University of Delaware; Melville (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

A commercial litigation law firm located in Melville, NY, is seeking a Business Development Coordinator/Intake Specialist. This full-time role requires a strong sales background and proficiency with Hubspot CRM. Responsibilities include overseeing client intake, managing relationships, and ensuring a positive onboarding experience for clients. Candidates should possess strong project management and communication skills. Spanish speaking and relevant sales experience are advantageous.

Qualifications

• 2-3 years of inside sales/client management experience.
• Spanish speaking is a plus.
• Certifications from prior sales or management training are a plus.

Responsibilities

• Assist potential clients by providing information on our services.
• Develop strategies to improve client intake and conversion.
• Guide potential clients through the onboarding process.
• Manage current client relationships to improve retention.

Skills

Proficiency in using the Hubspot CRM system

Strong project management skills

Excellent communication skills

Detail-oriented

Ability to work in a fast-paced environment

Team oriented

Organized

Tools

Hubspot

Job description

Business Development Coordinator/Intake Specialist

Tayne Law Group, P.C. is a busy commercial litigation law firm located in Melville, NY. We focus mostly on business debt resolution servicing consumers as well with credit card debt and student loans.

Role Description:

We are seeking an experienced, Business Development Coordinator with a STRONG sales background for a full-time on-site role at our Melville, NY office. The Coordinator will be responsible for overseeing the client intake team and driving client growth. As the Business Development Coordinator, you will be responsible for onboarding new clients and maintaining the Hubspot customer relationship management (CRM) system and internal databases. Your day-to-day tasks will include prospecting and nurturing leads by email and phone, managing client relationships, and utilizing Hubspot to track and analyze new client efforts.

This is an in-house position and remote work is not possible for this position.

Job duties include:

• Assisting potential clients by providing information on our services by phone and email
• Developing strategies to improve our client intake and conversion process
• Guide potential clients through the onboarding process
• Help to keep our client success team on task by creating systems for organization
• Set up and maintain client accounts in our database and CRM
• Manage current client relationships to improve client retention
• Update tasks and manage all data in Hubspot on a daily basis
• Ensures that new clients have a positive experience.

Qualifications:

• Proficiency in using the Hubspot CRM system
• Prior experience in sales or client management and onboarding
• Ability to lead and motivate business development team
• Strong project management skills with the ability to prioritize tasks effectively
• Excellent communication skills, well spoken, with the ability to present complex information in a clear and concise manner in writing and by phone
• Detail-oriented and able to accurately collect and record client information and respond accordingly
• Ability to work in a fast-paced environment and manage multiple tasks
• Team oriented
• Organized, focused and pleasant attitude

Experience:

• Inside sales/client management: 2-3 years
• Spanish Speaking a plus
• Certifications from prior sales or management training a plus
• Law Firm and financial service experience a plus