Intake Manager - Boston

The Lisinski Law Firm; Medford (OR); Hybrid; USD 94,000 - 101,000; Full time

Benefits offered by this job

401k Match

Medical, Dental, & Vision Insurance

Health Savings Account or Flexible SPA

Dependent Care FSA

Life Insurance

Job summary

Lisinski Law Firm seeks an Intake Manager to lead a team of Intake Leads and Specialists across virtual and in-office settings. You will drive end-to-end conversion performance through data-informed decisions and hands-on coaching.

You will coach leaders, review CRM data, and escalate complex client matters, ensuring standards and client experience remain exceptional. Hybrid work and competitive compensation reflect experience and location.

Qualifications

• 3–5 years in a consultative sales role with demonstrated conversion results.
• 2–4 years leading a team.
• 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.

Responsibilities

• Lead, develop, and hold accountable a team of Intake Leads and Specialists, establishing clear expectations, performance standards, and coaching rhythms.
• Own conversion performance by analyzing data, identifying gaps, and implementing corrective actions with urgency.
• Develop Intake Leads as coaches and people leaders by observing consultations, evaluating performance, and driving improvement.
• Conduct structured 1:1s with Leads and direct reports to review performance and development priorities.
• Review consultation recordings, dashboards, and CRM data to identify patterns and escalation needs.
• Serve as escalation point for complex client situations requiring manager-level judgment.
• Lead daily team huddles to reinforce priorities and sustain accountability and engagement.
• Partner with leadership on performance reporting, staffing, hiring decisions, and organizational development priorities.
• Coordinate with Training and QA to reinforce firm standards and translate QA findings into actions.
• Manage performance, recognize top performers, implement PIPs, and address underperformance.
• Participate in hiring decisions for Intake Lead and Specialist roles.
• Ensure compliance with firm policies, CRM docs, QA protocols, and operations.
• When needed, conduct consultations modeling selling framework and standards.

Skills

Team leadership

Coaching

Data-driven decisions

CRM proficiency

Bilingual (Spanish/English)

Communication

Client experience

Sales guidance

Education

High school 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
• 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 through Friday, 8:00 AM – 5:00 PM Local Time.

Compensation

The expected salary for this role is $94,000-$101,250, 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.

*Only for pay transparency states (delete if not)

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

• 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

• Voluntary Accident Insurance

• Voluntary Hospital Indemnity Insurance

• Employee Assistance Program

• Calm App Subscription

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.