Client Engagement Specialist

Law Office of Pietro Canestrelli; United States; Remote; USD 48,000 - 55,000; Full time

Job summary

A legal services firm is seeking a Client Engagement Specialist to act as the first point of contact for clients. This fully remote role requires strong consultative sales skills and the ability to manage client relationships and engagement effectively. Candidates should have experience in selling professional services or luxury products. The compensation ranges from $48,000 to $55,000 per year.

Qualifications

• Proven success in selling professional services with a track record of at least $1,000,000 in services sold.
• Strong consultative sales skills with a solutions-focused approach.
• Ability to manage sales calls and generate leads.

Responsibilities

• Conduct initial consultations with prospective clients.
• Prepare engagement agreements and coordinate onboarding.
• Track all client engagement activity in Lawmatics.

Skills

Consultative sales skills

Client relationship management

Excellent verbal and written communication

Time management

Empathy

Tools

Lawmatics CRM

Job description

Client Engagement Specialist - Professional Services Sales

We are seeking a Client Engagement Specialist (Professional Services Sales) to serve as the first point of contact for prospective clients. This role is relationship-driven: you will listen with empathy, guide prospective clients through their options, and help them understand how our firm can best support them. Once a client decides to move forward, you will manage onboarding, prepare engagement agreements, and ensure a smooth handoff to the legal team. You will also maintain client touchpoints throughout their journey — ensuring that every client feels supported and valued. In addition, you will maintain accurate records in Lawmatics and provide feedback to leadership to help refine our marketing and client service strategies. This is a fully remote role that requires professionalism, compassion, and strong follow-through.

Responsibilities:

• Conduct initial consultations with prospective clients, listening to understand their needs.
• Provide clarity on firm services and guide clients toward informed decisions.
• Prepare engagement agreements and coordinate onboarding for new clients.
• Maintain client touchpoints at key intervals (one week, one month, and ongoing).
• Track all client engagement activity in Lawmatics CRM to ensure accountability and consistency.
• Collaborate with intake, legal, and operations staff to ensure a seamless client journey.
• Provide regular reporting and insights to leadership regarding client engagement trends.

Qualifications:

• Proven success in selling professional services or high-value/luxury products, with a track record of at least $1,000,000 in services sold.
• Strong consultative sales skills with a solutions-focused approach.
• Client relationship management, client education, and advocacy skills.
• Ability to manage sales calls, track follow-ups, and generate leads.
• Excellent verbal and written communication skills.
• Strong time management and multitasking abilities.
• Experience with CRM systems (Lawmatics preferred).
• Empathy, resilience, and the ability to build trust with clients.
• Legal industry experience is a plus, but not required.

Compensation:

$48,000 - $55,000 per year