Intake Manager

The Lisinski Law Firm; New York (NY); Hybrid; USD 94,000 - 101,000; Full time

Job summary

Lisinski Law Firm seeks an Intake Manager to lead a mixed virtual and in-office intake team. You will coach leads and specialists, drive end-to-end conversion performance, and ensure client experience and compliance standards.

Ideal candidates have 3–5 years in consultative sales with coaching experience, 2–4 years of team leadership, and bilingual English/Spanish proficiency. The role offers a hybrid work model and a comprehensive benefits package.

Qualifications

• 3-5 years in a consultative sales role with demonstrated conversion results.
• 2-4 years leading a team.
• Experience with immigration, legal, financial services or consultative professional services is preferred.
• CRM performance tracking and documentation proficiency (Litify/Salesforce preferred).

Responsibilities

• Lead, develop, and coach Intake Leads and Specialists with clear expectations and coaching rhythms.
• Own conversion performance by analyzing data, identifying gaps, and taking corrective actions.
• Develop Intake Leads as coaches and people leaders for performance improvement.
• Conduct structured 1:1s reviewing performance, coaching effectiveness, and priorities.
• Review CRM data, identify patterns, coaching opportunities, and escalation needs.
• Serve as escalation point for complex client situations requiring manager judgment.
• Lead daily team huddles to reinforce priorities and accountability.
• Partner with leadership on staffing, hiring decisions, and development priorities.
• Partner with Training and QA to translate QA findings into corrective actions.
• Manage performance, including recognition, PIPs, and addressing underperformance.
• Participate in hiring decisions for Intake Lead and Specialist roles.
• Ensure compliance with firm policies, CRM standards, QA protocols, and operational requirements.

Skills

Consultative sales

Coaching

Performance analysis

Team leadership

Escalation handling

Stakeholder collaboration

Bilingual Spanish-English

Education

Highschool diploma

Bachelor’s degree preferred

Tools

Litify/Salesforce

Job description

About the Role

The Intake Manager is accountable for end-to-end conversion performance, coaching effectiveness, and operational execution for an intake team operating in virtual and/or in-office modalities. This role leads and develops Intake Leads and Specialists, builds a disciplined coaching culture, and ensures consistent performance, compliance, and client experience standards. The Intake Manager drives results through data-informed decision-making, hands-on coaching, and strong accountability systems while serving as a cultural and operational anchor for the team.

Your Key Contributions

• Lead, develop, and hold accountable a team of Intake Leads and Specialists, establishing clear expectations, performance standards, and coaching rhythms.
• Own conversion performance across the full span of control by analyzing performance data, identifying root causes of gaps, and implementing corrective actions with urgency.
• Develop Intake Leads as effective coaches and people leaders by strengthening their ability to observe consultations, evaluate performance, and independently drive improvement.
• Conduct structured 1:1s with Leads and direct reports, reviewing individual and team performance, coaching effectiveness, and development priorities.
• Review consultation recordings, dashboards, and CRM data to identify patterns, coaching opportunities, and escalation needs.
• Serve as the escalation point for complex, sensitive, or high-stakes client situations requiring manager-level judgment.
• Lead daily team huddles as applicable to reinforce priorities, review performance, align on execution, and sustain accountability and engagement.
• Partner with leadership on performance reporting, staffing needs, hiring decisions, and organizational development priorities, escalating insights with data and recommended actions.
• Partner with Training and QA to ensure firm standards are reinforced through frontline coaching and QA findings translate into corrective action.
• Manage performance at all levels, including recognition and development of top performers, structured PIPs, and decisive action on persistent underperformance.
• Participate in hiring decisions for Intake Lead and Specialist roles, applying established evaluation criteria and gold-standard expectations.
• Ensure compliance with firm policies, CRM documentation standards, QA protocols, and operational requirements.
• When required due to volume or coverage needs, step in to conduct consultations, modeling the selling framework and consultation standards expected of all Specialists

What Makes You a Great Fit

• Highschool diploma required; Bachelor’s degree preferred
• 3-5 years in a consultative sales role with demonstrated, articulable conversion performance results
• 2-4 years previous experience leading a team
• Decision Quality- Exercises sound judgment in high-stakes situations, performance management decisions, and escalation scenarios, acting decisively within authority while involving leadership appropriately.
• Directs Work- Provides clear daily direction, ensuring team understands priorities, expectations, and how to execute effectively.
• Builds Effective Teams- Develops a high-performing team by observing consultations, delivering specific coaching, accelerating ramp-up for new hires, and fostering accountability and morale.
• Collaborates- Partners closely with leader, escalating trends with supporting data and recommended actions, and aligning on staffing, performance, and operational priorities.
• Instills Trust- Builds confidence and credibility with direct reports by setting clear expectations, providing fair and consistent coaching, addressing performance issues, and modeling the selling framework.
• In‑person consultation observation and real‑time coaching, providing immediate, actionable feedback to improve execution and client outcomes.
• Performance data interpretation and analysis to identify trends, diagnose gaps, and inform coaching priorities.
• Client escalation management with sound manager‑level judgment and resolution skills.
• Immigration, legal services, financial services, or consultative professional services experience preferred
• CRM performance tracking and documentation proficiency (Litify/Salesforce preferred).
• Phone and video consultation execution to support overflow volume and maintain service levels as needed.
• Bilingual (Spanish English) B2-C1 Required

Work Schedule

• Monday to Friday 8:00 AM to 5:00 PM.

Compensation

The expected salary for this role is $94,000 USD-$101,250 USD though the final offer will reflect several factors such as your experience, skills, and the role's location and may be outside of this range. Candidates should expect offers that reflect their individual qualifications, experience, and location. The salary provided is directional, and actual compensation may vary.

How You'll Benefit

Lisinski Law Firm provides a comprehensive benefits package that supports the diverse needs ofour employees and their families. We recognize the importance of health and well-beingand are committed to fostering an environment where every team member can feel and perform attheir bes t.

• 401k Match
• Medical, Dental, & Vision Insurance
• Options for Health Savings Account or Flexible Spending Account
• Dependent Care FSA
• Basic Life Insurance
• Voluntary Life & AD&D
• Disability Insurance
• Hospital Indemnity Insurance
• Employee Assistance Program
• Calm App Subscription
• Paid Time Off

Our Firm

At Lisinski Law Firm, the commitment we show to our clients is matched by how we support and invest in our people. LLF is a place where employees are encouraged by peers, heard by leadership, and strengthened by a genuinely collaborative team culture. Whether you join Marketing, IT, Accounting, Legal, or any other function, your work matters. Every role contributes to meaningful, lasting impact in the lives of those we serve.

Our Values

At Lisinski Law Firm, we are driven by a client obsessed mindset and a commitment to learning, advocacy, efficiency, and nimbleness in everything we do. We work as true team players, delivering creative problem-solving and high-quality service to support families with excellence and care.