Client Acquisition & Onboarding Specialist

Law Office of Kyle Gurwell; Fountain Valley (CA); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

Generous PTO

Health Insurance

Retirement

Structured onboarding and training

Collaborative work environment

Growth opportunities

Job summary

Law Office of Kyle Gurwell is seeking a Sales Champion to be the first point of contact for potential clients and a driver of firm growth. You will guide prospects through our process, explain pre-set fees, and help convert inquiries into engaged clients.

You should be comfortable making outbound calls, maintaining detailed records in CRMs, and handling emotional conversations with professionalism. This is an in-office role focused on growth, accountability, and clear communication.

Qualifications

• 1+ years of experience in sales, client services, intake, or a client-facing role (legal industry experience is a plus, not required)
• Comfortable making outbound calls, following up persistently, and asking for the sale
• Strong communicator who can interact professionally and empathetically with people going through difficult life transitions
• Organized and detail-oriented
• Comfortable with CRMs, case management software, spreadsheets, and basic technology
• Self-motivated: you see what needs doing and do it without being asked
• Metrics-driven and comfortable being held accountable to performance goals
• Discreet and trustworthy with confidential client information
• Bonus if you have prior experience in a law firm, especially in family law, civil litigation, or consumer law

Responsibilities

• Conduct sales conversations with prospective new clients to help them understand how the firm can help and to sell legal services
• Present the cost of services (fees pre-determined by an attorney), answer questions about the process, and ask for the commitment
• Handle objections with empathy and confidence, not pressure
• Create contracts and accept payment, then coordinate with the attorney for acceptance
• Conduct 2nd, 3rd, and 4th follow-up calls to close the loop with PNCs who did not hire the firm during their initial conversation
• Follow up on all outstanding electronic and mailed contracts that have not been signed and paid
• Oversee client onboarding & offboarding
• Track and maintain data while preparing metrics and reports for the owner on lead conversion rates, referral sources, cost of acquisition, and other key performance indicators

Skills

Sales

Client services

CRM proficiency

Communication

Data tracking

Tools

CRM software

Case management software

Spreadsheets

Job description

Law Office of Kyle Gurwell is seeking a Sales Champion to be the first point of contact for potential clients and a driver of firm growth. You will guide prospects through our process, explain pre-set fees, and help convert inquiries into engaged clients.

You should be comfortable making outbound calls, maintaining detailed records in CRMs, and handling emotional conversations with professionalism. This is an in-office role focused on growth, accountability, and clear communication.