Intake Performance Leader & Coach

The Lisinski Law Firm; New York (NY); Híbrido; USD 94 000 - 101 000; Tempo integral

Resumo da oferta

Lisinski Law Firm seeks an Intake Manager to lead a mixed virtual and in-office intake team. You will coach leads and specialists, drive end-to-end conversion performance, and ensure client experience and compliance standards.

Ideal candidates have 3–5 years in consultative sales with coaching experience, 2–4 years of team leadership, and bilingual English/Spanish proficiency. The role offers a hybrid work model and a comprehensive benefits package.

Qualificações

• 3-5 years in a consultative sales role with demonstrated conversion results.
• 2-4 years leading a team.
• Experience with immigration, legal, financial services or consultative professional services is preferred.
• CRM performance tracking and documentation proficiency (Litify/Salesforce preferred).

Responsabilidades

• Lead, develop, and coach Intake Leads and Specialists with clear expectations and coaching rhythms.
• Own conversion performance by analyzing data, identifying gaps, and taking corrective actions.
• Develop Intake Leads as coaches and people leaders for performance improvement.
• Conduct structured 1:1s reviewing performance, coaching effectiveness, and priorities.
• Review CRM data, identify patterns, coaching opportunities, and escalation needs.
• Serve as escalation point for complex client situations requiring manager judgment.
• Lead daily team huddles to reinforce priorities and accountability.
• Partner with leadership on staffing, hiring decisions, and development priorities.
• Partner with Training and QA to translate QA findings into corrective actions.
• Manage performance, including recognition, PIPs, and addressing underperformance.
• Participate in hiring decisions for Intake Lead and Specialist roles.
• Ensure compliance with firm policies, CRM standards, QA protocols, and operational requirements.

Conhecimentos

Consultative sales

Coaching

Performance analysis

Team leadership

Escalation handling

Stakeholder collaboration

Bilingual Spanish-English

Formação académica

Highschool diploma

Bachelor’s degree preferred

Ferramentas

Litify/Salesforce

Descrição da oferta de emprego

Lisinski Law Firm seeks an Intake Manager to lead a mixed virtual and in-office intake team. You will coach leads and specialists, drive end-to-end conversion performance, and ensure client experience and compliance standards.

Ideal candidates have 3–5 years in consultative sales with coaching experience, 2–4 years of team leadership, and bilingual English/Spanish proficiency. The role offers a hybrid work model and a comprehensive benefits package.