Client Growth & Intake Coordinator

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

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.