Client Welcome & Lead Concierge for Estate Planning

Law Mom; Newburyport (MA); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Health Insurance

401(k) Plan with company match

Paid Time Off

Professional Development Opportunities

Competitive Salary with discretionary"

Job summary

Law Mom in Newburyport, MA is seeking a Client Services Coordinator - In Person. This full-time role focuses on nurturing leads and potential new clients through the estate planning process with empathy and efficiency.

You will manage leads, PNCs, and appointments using Zoho CRM, Acuity, and Zoom; track KPIs, provide detailed reporting to marketing and sales; support attorneys at events, and ensure timely client communications.

Qualifications

• Experience using Zoho CRM, Gmail, Google Calendar, Acuity, and Zoom.
• Strong reporting skills and data-driven mindset.
• Empathetic communicator guiding leads through estate planning.
• Excellent organization with ability to multi-task in a fast-paced environment.
• KPI-focused with bonuses tied to lead/PNC conversion.
• Customer-centric approach, supportive to clients throughout their journey.
• Collaborative team player supporting attorneys and marketing.

Responsibilities

• Lead & PNC management: nurture leads and PNCs by status, guiding them through the process with empathy.
• Fast-paced environment: stay organized while following firm procedures via text, email, and phone.
• Meet KPI goals: track KPIs and ensure targets are met with performance bonuses.
• Lead conversion & follow-up: manage conversion from outreach to attorney consultations.
• Calendar management: oversee attorney calendars using Zoho CRM and Acuity.
• Event support: assist at events/webinars 3 evenings per month with pre/post follow-ups.
• Engagement & payments: support engagement letters, manage payments and balances.
• Data & reporting: analyze booked vs non-booked leads and report to teams.
• Client support: provide compassionate client care and handle technical issues (Zoom, Acuity).
• Curiosity & passion: listen, personalize solutions, and show care throughout the client journey.

Skills

Tech Savvy

Reporting

Empathy & Communication

Organization & Multi-tasking

KPI Driven

Client-Centered Focus

Team Player

Tools

Zoho CRM

Gmail

Google Calendar

Acuity

Zoom

Job description

Law Mom in Newburyport, MA is seeking a Client Services Coordinator - In Person. This full-time role focuses on nurturing leads and potential new clients through the estate planning process with empathy and efficiency.

You will manage leads, PNCs, and appointments using Zoho CRM, Acuity, and Zoom; track KPIs, provide detailed reporting to marketing and sales; support attorneys at events, and ensure timely client communications.