Intake Manager: Lead Coach for Conversion

The-Lisinski-Law-Firm; Medford (MA); On-site; USD 94,000 - 101,000; Full time

Benefits offered by this job

401k Match

Health Savings Account

Flexible Spending Account

Dependent Care FSA

Life Insurance

Disability Insurance

Employee Assistance Program

Job summary

Lisinski Law Firm is seeking an Intake Manager to lead a team of Intake Leads and Specialists, overseeing end-to-end conversion performance and coaching culture. The role emphasizes data-informed decisions, process discipline, and strong client experience standards across virtual and in-office modalities.

You will coach leaders, review CRM data, and partner with leadership on staffing, QA, and development priorities while ensuring compliance with firm policies.

Qualifications

• 3–5 years in a consultative sales role with measurable conversion results.
• 2–4 years experience leading a team.
• Immigration, legal services, financial services, or consultative professional services 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 with clear expectations.
• Own conversion performance across the full span of control by analyzing data and closing gaps.
• Coach intake leads to strengthen observation, evaluation, and improvement capabilities.
• Conduct structured 1:1s 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 and model sales framework.
• Lead daily team huddles to reinforce priorities and accountability.
• Partner with leadership on reporting, staffing, hiring, and development priorities.
• Collaborate with Training and QA to translate QA findings into corrective action.
• Manage performance, recognition, and PIPs; take decisive action on underperformance.
• Participate in hiring decisions for Intake Leads and Specialists.
• Ensure compliance with firm policies, CRM standards, and QA protocols.
• When needed, conduct consultations to model selling standards for Specialists.

Skills

Consultative sales

Team leadership

CRM proficiency

Phone/Video consultations

Data-driven decisions

Tools

Litify/Salesforce

Job description

Lisinski Law Firm is seeking an Intake Manager to lead a team of Intake Leads and Specialists, overseeing end-to-end conversion performance and coaching culture. The role emphasizes data-informed decisions, process discipline, and strong client experience standards across virtual and in-office modalities.

You will coach leaders, review CRM data, and partner with leadership on staffing, QA, and development priorities while ensuring compliance with firm policies.