Intake Performance Leader

The-Lisinski-Law-Firm; Norcross (GA); Hybrid; USD 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

401k Match

Health Savings Account

Dependent Care FSA

Life Insurance

Disability Insurance

Paid Time Off

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

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

Tools

Litify

Salesforce

Jobbeschreibung

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.