Client Intake Manager - Growth & Conversion

Boroja, Bernier & Associates PLLC; Shelby Township (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Paid Holidays

401(k) Retirement Plan

Health Insurance Access

Job summary

A legal firm in Shelby Township is seeking an Intake Manager to manage client interactions and improve service conversion rates. You will be responsible for the entire intake process, from lead qualification to engagement. Candidates should have at least three years of experience in intake or client services, preferably in a law firm, and possess strong communication and data analysis skills. This role offers an opportunity to significantly impact client acquisition and operational efficiency within the firm.

Qualifications

• Minimum of 3 years in intake, client services, or sales within a professional setting; law firm experience preferred.
• Experience in consultative sales in a law firm or professional services environment.
• Strong communication and listening skills for sensitive client interactions.

Responsibilities

• Conduct consultations to qualify and convert leads into retained clients.
• Own the firm’s intake process from first contact to signed engagement.
• Analyze data to identify which channels produce the best results.

Skills

Client Communication

Process Management

Data Analysis

Collaboration and Adaptability

Tools

Clio Grow

Clio Manage

Job description

A legal firm in Shelby Township is seeking an Intake Manager to manage client interactions and improve service conversion rates. You will be responsible for the entire intake process, from lead qualification to engagement. Candidates should have at least three years of experience in intake or client services, preferably in a law firm, and possess strong communication and data analysis skills. This role offers an opportunity to significantly impact client acquisition and operational efficiency within the firm.