Intake Operations Leader | Drive Growth & Client Experience

Cowen | Rodriguez | Peacock

San Antonio (TX)

On-site

USD 90,000 - 120,000

Full time

14 days+

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Benefits offered by this job

On-site position
Competitive compensation
Bonus structure

Job summary

Cowen Rodriguez Peacock, a premier personal injury law firm in San Antonio, seeks an Intake Manager to lead the intake function, coach a growing team, and optimize processes for higher client conversion and efficiency.

You will drive data-driven decisions, manage external vendors, and ensure a seamless handoff to the legal team, contributing to the firm’s growth and client-centric reputation.

Qualifications

  • Proven expertise in personal injury intake management with strong client conversion tactics.
  • Ability to lead, coach, and develop intake teams in empathy and client engagement.
  • Strong data analysis skills and KPI development to drive decisions.
  • Experience with Lead Docket, Filevine, or similar intake systems.
  • Vendor management experience with lead-gen vendors and service providers.
  • High integrity and ethics aligned with client trust.
  • Background in personal injury or professional services with a focus on process leadership.
  • Excellent verbal and written communication to train staff and engage clients.

Responsibilities

  • Oversee entire intake function and staff.
  • Coach and develop team in empathy, engagement, and data capture.
  • Design scalable intake processes to handle volume growth.
  • Set and monitor KPIs to maximize conversion and efficiency.
  • Manage vendors and monitor lead quality.
  • Analyze intake data to drive continuous improvement.
  • Develop onboarding and training for new hires.
  • Coordinate handoffs between intake and legal teams.

Skills

Intake management
Leadership
Data analysis
Process optimization
Vendor management
Ethical commitment
Personal injury knowledge
Communication

Tools

Lead Docket
Filevine

Job description

Cowen Rodriguez Peacock, a premier personal injury law firm in San Antonio, seeks an Intake Manager to lead the intake function, coach a growing team, and optimize processes for higher client conversion and efficiency.

You will drive data-driven decisions, manage external vendors, and ensure a seamless handoff to the legal team, contributing to the firm’s growth and client-centric reputation.

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