Intake Manager - Atlanta

The-Lisinski-Law-Firm

Norcross (GA)

Hybride

USD 90 000 - 120 000

Plein temps

Il y a 35 heures
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Avantages offerts par ce poste

401k Match
Health Savings Account
Dependent Care FSA
Life Insurance
Disability Insurance
Paid Time Off

Résumé du poste

The Lisinski Law Firm is seeking an Intake Manager to drive end-to-end conversion performance and coach a team of Intake Leads and Specialists. This role balances coaching with hands-on execution across virtual and in-office settings, ensuring compliance and exceptional client experience.

You will analyze performance data, conduct structured 1:1s, and lead daily huddles while partnering with leadership on staffing and development priorities. Strong CRM acumen is a plus.

Qualifications

  • 3-5 years in a consultative sales role with demonstrated conversion results.
  • 2-4 years leading a team.
  • Decision-making in high-stakes situations with appropriate leadership involvement.
  • Clear daily direction and priority setting for the team.
  • Strong coaching to build high-performing teams and morale.
  • Close collaboration with leaders on staffing, performance, and operations.
  • Builds trust through consistent coaching and clear expectations.
  • Experience observing consultations and giving actionable feedback.
  • Ability to interpret performance data to identify trends and gaps.
  • Experience with client escalation and resolution at manager level.
  • Experience in immigration, legal services, or allied professional services preferred.
  • CRM performance tracking and documentation (Litify/Salesforce preferred).
  • Phone and video consultations to support overflow and maintain service levels.

Responsabilités

  • Lead, develop, and hold accountable Intake Leads and Specialists with clear expectations and coaching rhythms.
  • Own conversion performance across the full span of control using data to identify gaps and drive corrective actions.
  • Develop Leads as coaches, observe consultations, and drive improvement.
  • Conduct structured 1:1s to review performance, coaching, and development priorities.
  • Review consultation recordings and CRM data to identify patterns and escalation needs.
  • Serve as escalation point for complex client situations requiring manager judgment.
  • Lead daily team huddles to reinforce priorities and sustain accountability.
  • Partner with leadership on reporting, staffing, and development priorities with data-driven actions.
  • Collaborate with Training and QA to translate QA findings into corrective action.
  • Manage performance, recognize top performers, and implement PIPs as needed.
  • Participate in hiring decisions for Intake roles using established criteria.
  • Ensure compliance with firm policies, CRM standards, QA protocols, and operations.
  • Step in to conduct consultations when volume requires, modeling selling framework.

Connaissances

Consultative sales
Team leadership
Decision quality
Provides direction
Team building
Collaboration
Trust building
Consultation observation
Data analysis
Client escalation
Immigration knowledge
CRM proficiency
Phone/Video consultations

Outils

Litify
Salesforce

Description du poste

Since 2020, Lisinski Law Firm has served as a dedicated humanitarian immigration practice committed to providing meaningful support to individuals and families seeking safety, stability, and a path forward. We frequently stand with clients who have been turned away elsewhere, offering both advocacy and care. Joining our Firm means becoming part of a team devoted to keeping families together and "Changing as Many Lives as Possible."

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
  • 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.
Work Schedule
  • Monday to Friday 8:00 AM to 5:00 PM.
How You'll Benefit

Lisinski Law Firm provides a comprehensive benefits package that supports the diverse needs of our 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 at their best.

  • 401k Match
  • 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
  • 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.

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