Intake Specialist

Jobtailor; Bartlett (TN); On-site; USD 32,000 - 52,000; Full time

Job summary

Jobtailor in Bartlett, TN is seeking a sales support specialist to field calls, qualify leads, and maintain CRM workflows. You will coordinate with the law firm team and marketing to uncover opportunities and schedule strategy sessions with prospective clients.

The role emphasizes organization, clear communication, and trust-building with clients, using calendars, email, Excel, and practice management software to track prospects and follow up.

Qualifications

• 1 year of sales experience (Preferred).
• Experience with client acquisition and lead qualification.
• Familiarity with CRM and lead tracking systems.

Responsibilities

• Field calls from potential new clients
• Run conflict checks on potential new clients
• Gather information to qualify leads
• Maintain CRM and lead tracking spreadsheet
• Coordinate with law firm members on potential new client matters
• Identify opportunities for additional services
• Schedule strategy sessions with potential clients
• Follow up with potential clients
• Collaborate with marketing and ad vendors

Skills

Strong communication skills

Highly organized

Detail oriented

Rapport building with clients

Tools

CRM software

Practice management software

Excel spreadsheets

Calendars & email management

Job description

Responsibilities

• Field phone calls from potential new clients
• Run conflict checks on potential new clients
• Gather information to qualify leads
• Maintain CRM and lead tracking spreadsheet
• Communicate with law firm members regarding potential new client matters
• Identify opportunities for additional services
• Book strategy sessions for potential clients
• Conduct follow-up calls with potential clients
• Work closely with marketing team and advertising vendors

Requirements

• 1 year of sales experience (Preferred)
• Highly organized and detail oriented
• Strong communication skills
• Ability to gain trust and establish rapport with prospective clients
• Proficient with calendars and email
• Excel spreadsheets and practice management software