Intake Specialist

Socket.dev; Medford (MA); On-site; USD 40,000 - 42,000; Full time

Benefits offered by this job

Medical, Dental, & Vision Insurance

401k Match

Health Savings Account options

Job summary

Lisinski Law Firm is seeking an Intake Specialist to drive revenue by transforming conversations into qualified consultations. You will assess immigration needs, communicate pricing, and guide clients through the sign-up process with empathy and accuracy.

The role emphasizes a consultative approach, following a structured sales framework, and maintaining CRM records (Litify/Salesforce) while collaborating with attorneys and staff.

Qualifications

• 1–3 years of quota-carrying consultative sales experience.
• Bilingual Spanish and English required.
• Experience with in-person, phone or video consultations.
• CRM proficiency with accurate data entry and tracking.
• Ability to explain pricing and payment options clearly.

Responsibilities

• Conduct one-on-one consultations with prospective clients and assess immigration needs.
• Close engagements with empathy and confidence.
• Meet or exceed KPI targets like lead-to-client conversion and case value.

Skills

Consultative sales

Bilingual Spanish/English

CRM proficiency

Phone/video consultations

Communication

Education

High School diploma or equivalent

Tools

Litify/Salesforce

Amazon Connect

Job description

About the Role

The Intake Specialist is the frontline revenue driver of Lisinski Law Firm’s Business Development organization and a direct embodiment of the Firm’s mission to change lives through access to justice. Every prospective client who schedules a consultation deserves to be met with professionalism, empathy, and confidence—guided by a skilled specialist who can help them make an informed decision about their legal future. This is a consultative sales role that blends compassion with accountability. Intake Specialists build trust, assess client needs, and clearly communicate the value of the Firm’s services, recognizing that converted qualified clients is not transaction—it is the means by which the firm fulfills its purpose.

Your Key Contributions

• Conduct one-on-one consultations — in person or over phone/video — with prospective clients, assess their immigration situation, match them to the right case type based on attorney-approved guidelines, and close the engagement with confidence and empathy.


• Meet or exceed individual KPI targets including lead-to-client conversion rate, down payment collected, case value, and speed-to-sign.


• Navigate pricing concerns, hesitation, and resistance with confidence and empathy using the firm's selling framework. Involve a manager for approved exceptions only.


• Learn, memorize, and stay current on all case types offered by the firm based on attorney guidelines and training.


• Follow up relentlessly. Maintain consistent, structured follow-up with all open leads — by phone, text, or email — to answer questions, address concerns, and move prospects toward a decision.


• Walk clients through case pricing and available payment options with transparency and confidence. Obtain appropriate approval for manager specials or non-standard payment plans.


• Manage the full consultation-to-conversion workflow: conduct the consultation, confirm eligibility, review pricing, collect an initial down payment (when applicable), schedule the sign-up appointment, and send the client contract.


• Maintain accurate and timely records of all consultations, dispositions, and follow-up activities in the firm's CRM (Litify/Salesforce) and telephony platform (Amazon Connect).


• Participate in weekly legal training with firm attorneys and all sales training and development programs. Continuously build knowledge of immigration case types, the sales framework, and consultative selling skills.


• In every interaction, embody the firm's commitment to dignity, access, and empowerment.

What Makes You a Great Fit

• High School diploma or equivalent experience


• 1-3 years of demonstrated, quota-carrying consultative sales experience—in person, over the phone, or both


• Bilingual (Spanish English) B2-C1 Required


• Prior experience in legal intake, immigration services, financial services, insurance, or other consultative professional service sales strongly preferred


• Experience in metrics-driven, individual performance accountability environment


• CRM proficiency, including accurate data entry, activity logging, and pipeline tracking (Litify/Salesforce preferred)


• Phone and video consultation platform proficiency (Amazon Connect preferred).

Work Schedule

• Monday through Friday, 8:00am-5:00pm Local Time

Compensation

*Only for pay transparency states (delete if not)

The expected salary for this role is $28.90-$30.55, though the final offer will reflect several factors such as your experience, skills, and the role's location and may be outside of this range. Candidates should expect offers that reflect their individual qualifications, experience, and location. The salary provided is directional, and actual compensation may vary.

How You'll Benefit

Lisinski Law Firm provides a comprehensive benefits package that supports the diverse needs ofour employees and their families. We recognize the importance of health and well-beingand are committed to fostering an environment where every team member can feel and perform attheir best.

• 401k Match

• Medical, Dental, & Vision Insurance

• Options for Health Savings Account or Flexible Spending Account

• Dependent Care FSA

• Basic Life Insurance

• Voluntary Life & AD&D

• Disability Insurance

• Voluntary Accident Insurance

• Voluntary Hospital Indemnity Insurance

• Employee Assistance Program

• Calm App Subscription

Our Firm

At Lisinski Law Firm, the commitment we show to our clients is matched by how we support and invest in our people. LLF is a place where employees are encouraged by peers, heard by leadership, and strengthened by a genuinely collaborative team culture. Whether you join Marketing, IT, Accounting, Legal, or any other function, your work matters. Every role contributes to meaningful, lasting impact in the lives of those we serve.

Our Values

At Lisinski Law Firm, we are driven by a client obsessed mindset and a commitment to learning, advocacy, efficiency, and nimbleness in everything we do. We work as true team players, delivering creative problem-solving and high-quality service to support families with excellence and care.