Estate Planning Client Concierge

Law Mom,LLC ®; Duxbury (MA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive Salary with performance‑dr

Health Insurance

401(k) Plan with company match

Paid Time Off

Professional Development Opportunities

Job summary

Law Mom®, a family-focused estate planning firm, seeks a Welcome Coordinator to nurture leads and PNCs through text, email, and calls. You will handle calendar management, follow-ups, and payments while maintaining empathy and high service standards in a fast-paced environment.

The role emphasizes CRM proficiency (Zoho), strong communication, and data reporting to improve conversion rates and client satisfaction. Join a supportive team that values care and results.

Qualifications

• Specialized experience in a professional services firm as an intake specialist or salesperson.
• Tech Savvy: Excellence in Zoho CRM or similar systems, Gmail, Google Calendar, Acuity, and Zoom.
• Reporting: Excellence in sales data reporting and utilization of Excel.
• Empathy & Communication: A listening ear with strong verbal and written communication skills.
• Outstanding Organization & Multi-tasking: Manage multiple calendars, tasks, leads, and PNC interactions efficiently.
• KPI Driven: Strong focus on meeting KPI goals, with performance-based bonuses tied to success.
• Client-Centered Focus: Passionate about nurturing leads, addressing client concerns, and ensuring clients feel supported.
• Team Player: Collaborate effectively with attorneys, legal support staff, and the marketing team.
• Customer Service and Sales Experience required. Looking for positive, solutions driven team player.

Responsibilities

• Lead and Potential Client Management: Prioritize and nurture leads and PNCs based on their status, guiding them through the process with empathy.
• Fast-Paced Environment: Stay organized while nurturing leads via text, email, and phone in line with firm procedures.
• Meeting KPI Goals: Track KPIs related to engagement, conversion rates, and performance; meet weekly, monthly, quarterly goals with bonuses.
• Lead Conversion & Follow-Up: Manage lead and PNC conversion from outreach to attorney consultations, ensuring follow-ups.
• Thinking on Your Feet: Adjust approaches when conversion rates lag; find effective solutions while following procedures.
• Calendar & Appointment Management: Manage multiple attorney calendars using Zoho CRM and Acuity for consultations.
• Event & Webinar Support: Be available for 3 evenings/month to support events and post-event follow-ups.
• Engagement & Payment Assistance: Assist with engagement letters, manage payments, and explain the process to leads.
• Data & Reporting: Analyze booked vs. non-booked leads; provide detailed reports to marketing/sales teams.
• Client Support & Community Engagement: Provide compassionate support to leads/PNCs and handle technical issues (Zoom, Acuity).
• Curiosity & Passion: Approach each lead with curiosity and a passion for helping clients through their estate planning journey.

Skills

Tech Savvy

Reporting

Empathy & Communication

Organization & Multi-tasking

KPI Driven

Client-Centered Focus

Team Player

Customer Service & Sales

Tools

Zoho CRM

Gmail

Google Calendar

Acuity

Zoom

Job description

Law Mom®, a family-focused estate planning firm, seeks a Welcome Coordinator to nurture leads and PNCs through text, email, and calls. You will handle calendar management, follow-ups, and payments while maintaining empathy and high service standards in a fast-paced environment.

The role emphasizes CRM proficiency (Zoho), strong communication, and data reporting to improve conversion rates and client satisfaction. Join a supportive team that values care and results.