Intake & Sales Specialist

So. Cal. Realty Law; San Diego (CA); Remote; USD 45,000 - 60,000; Full time

Job summary

A dynamic real estate law firm in San Diego is looking for an Intake and Sales Specialist to enhance client interactions and provide exceptional customer service. This full-time remote role involves utilizing CRM systems, handling calls, and ensuring clients feel valued and welcomed. Ideal candidates will demonstrate strong communication skills, attention to detail, and a proactive approach to client engagement.

Qualifications

• Customer service experience required; legal or real estate experience is a plus.
• Proficiency with office applications (Word, Outlook, Google suite).

Responsibilities

• Greeting prospects, clients, and referral sources via telephone and email.
• Engaging with potential clients to identify those who are a good fit for the firm's expertise.
• Maintaining relationships with current and former clients for ongoing service opportunities.

Skills

Customer Service

Communication

Attention to Detail

Tools

Lawmatics

CRM Systems

Job description

Our Real Estate Law Firm is seeking a savvy, polished, and productive Intake and Sales Specialist to connect with potential clients and provide exceptional customer service. This role involves handling critical tasks to ensure clients feel welcomed and cared for. The specialist will work with our Customer Relationship Management system, Lawmatics, and collaborate with our Senior Intake Specialist to develop lead screening and qualification processes.

The position also requires answering the firm's main phone line from 9:00 a.m. to 5:00 p.m., screening calls, transferring them appropriately, and gathering information from new or potential clients.

This role balances the art and technology of outstanding customer care, requiring empathy, communication skills, attention to detail, and technical understanding of CRM systems. It plays an integral role in maintaining contact with potential clients and creating memorable experiences, with the firm poised for growth in 2025.

This is a full-time, remote position, requiring engagement five days per week, utilizing cloud-based software.

Responsibilities

1. Greeting prospects, clients, and referral sources via telephone and email.
2. Handling multiple calls using a Vonage receptionist console.
3. Engaging with potential clients to identify those who are a good fit for the firm's expertise.
4. Screening unqualified leads to optimize time.
5. Scheduling clients and appointments efficiently, setting expectations, and updating calendars.
6. Following up with clients before and after consultations.
7. Sending engagement letters, accepting payments, and ensuring clients feel welcomed.
8. Maintaining relationships with current and former clients for ongoing service opportunities.
9. Using Lawmatics to track potential clients and automate communications.

Qualifications

• Customer service experience required; legal or real estate experience is a plus.
• Proficiency with office applications (Word, Outlook, Google suite).
• Excellent spelling and grammar.
• Attention to detail, accuracy, and efficiency.
• Positive attitude and appreciation for diversity.
• Ability to handle multiple calls and utilize CRM systems effectively.

If you are proactive, empathetic, and eager to contribute to a growing firm, we look forward to your application.