Client Intake & Sales Specialist

dfwHR; Cumming (GA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Firm-paid dental insurance

Firm-paid vision insurance

Firm-paid life insurance

Firm-paid short-term disability PTO

Job summary

dfwHR is seeking a Client Intake & Sales Specialist to manage prospective clients from initial inquiry through onboarding. You will conduct consultative sales, follow intake processes, qualify leads, and guide clients through engagement and payment steps.

The role requires strong communication skills, 2+ years in client-facing sales, and proficiency with CRMs. You will coordinate with the legal team to ensure smooth onboarding and maintain accurate records in the CRM.

Qualifications

• High school diploma or equivalent required.
• Minimum 2 years of experience in sales, client intake, or customer-facing roles.
• B2C sales experience strongly preferred.
• Consultative sales experience with ability to guide clients through decisions.
• Strong written and verbal communication skills.
• Ability to follow SOPs and structured workflows.

Responsibilities

• Own and manage incoming leads from initial contact through engagement.
• Conduct consultative B2C sales conversations with prospective clients.
• Follow intake questions, processes, and SOPs to qualify clients.
• Identify client needs and align with firm services.
• Explain services, pricing, scope, and next steps.
• Generate and send engagement agreements via CRM.
• Assist with payment processing and financing options.
• Follow up with those not moving forward.
• Escalate questions when additional guidance is needed.
• Document client conversations and activities in the CRM.
• Coordinate with teams for onboarding and transition to legal.

Skills

Consultative sales

Verbal and written communication

CRM documentation

Lead qualification

Follow-up

Education

High school diploma or equivalent

Tools

CRM software

Case management systems

Job description

Company Profile:

Law Firm Opportunity for growth

Client Intake & Sales Specialist Role:

The Client Intake & Sales Specialist is responsible for managing prospective clients from their initial inquiry through engagement and onboarding. This role combines client intake, consultative sales, follow-up, and relationship management. You will serve as the first point of contact for prospective clients, ask the appropriate questions to understand their needs, determine whether the firm offers the appropriate service, and guide qualified clients through the engagement process.

Client Intake and Sales Specialist Role

• Own and manage incoming leads from initial contact through engagement


• Conduct consultative B2C sales conversations with prospective clients


• Follow established intake questions, processes, and SOPs to properly qualify prospective clients


• Identify client needs and determine whether they align with services offered by the firm


• Clearly explain available services, pricing, scope, and next steps


• Generate and send engagement agreements through the firm’s CRM system


• Assist prospective clients with payment processing and available financing options


• Follow up with prospective clients who do not immediately move forward


• Recognize when additional guidance is needed and appropriately escalat questions rather than providing legal advice

Onboarding & Case Setup:

• Accurately document client information, conversations, and activities within the CRM


• Confirm receipt of signed engagement agreements and required payments


• Send new client intake documentation


• Review completed intake information and coordinate the client’s initial meeting with the legal team


• Complete intake workflows and assist with opening new matters


• Coordinate with internal teams to ensure timely transition from sales and intake to the legal team


• Maintain accurate documentation throughout the intake and onboarding process

Client Experience & Follow-Up:

• Provide an empathetic, professional experience to individuals who may be navigating sensitive or difficult circumstances


• Balance empathy with the ability to maintain professional boundaries and follow firm processes


• Re-engage prospective clients who did not initially move forward


• Maintain relationships with past and prospective clients


• Address client concerns professionally and appropriately


• Respond professionally to reviews and feedback


• Communicate clearly when additional information is needed before moving a prospective client forward

Administrative Support:

• Maintain accurate and timely records of client communications and sales activity


• Follow established SOPs and structured workflows


• Participate in regular team check-ins and utilize available resources when questions arise


• Manage payment plans and assist with outstanding balances


• Provide feedback regarding recurring client questions, lead quality, and opportunities to improve the intake process


• Meet established sales and intake performance expectations

Client Intake & Sales Specialist Background Profile:

• High school diploma or equivalent


• Minimum 2 years of experience in sales, client intake, customer-facing sales, or a similar client-facing position


• B2C sales experience strongly preferred


• Consultative sales experience with the ability to ask qualifying questions and guide clients through a decision-making process


• Strong verbal and written communication skills


• Ability to follow established SOPs, instructions, and structured workflows


• Strong judgment and willingness to ask questions or elevate when additional information is needed


• Coachable, dependable, and receptive to feedback


• Ability to work within established processes without overstepping the scope of the position


• Comfortable working with clients who may be dealing with sensitive or emotional circumstances


• Ability to document conversations and activities accurately within a CRM


• Strong follow-up and organizational skills

Preferred:

• Experience within a law firm or professional services environment


• Probate and/or estate planning exposure


• Familiarity with CRM or case management systems

Features and Benefits:

• Firm-paid dental insurance


• Firm-paid vision insurance


• Firm-paid life insurance


• Firm-paid short-term disability PTO Bonus potential