Intake Specialist - Houston

Houston Dose; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401k Match

Medical, Dental, & Vision Insurance

Paid Time Off

Job summary

Houston Dose is seeking an Intake Specialist to drive client engagement through effective consultations. You will meet with prospective clients and help assess their immigration situations, ensuring a seamless transition to services offered.

This role requires a blend of empathy and sales skills, as you navigate pricing and offer clarity on service options. Join a supportive team devoted to change lives and empowering clients through the legal process.

Responsibilities

• Conduct one-on-one consultations with prospective clients.
• Assure clients meet KPI targets and maintain structured follow-up.
• Manage consultation-to-conversion workflow effectively.

Skills

Consultative sales experience

Bilingual (Spanish, English)

CRM proficiency

Microsoft Office Suite proficiency

Education

High School diploma or equivalent experience

Tools

Litify/Salesforce

Amazon Connect

Job description

About The Lisinski Law Firm

Since 2020, Lisinski Law Firm has served as a dedicated humanitarian immigration practice committed to providing meaningful support to individuals and families seeking safety, stability, and a path forward. We frequently stand with clients who have been turned away elsewhere, offering both advocacy and care. Joining our Firm means becoming part of a team devoted to keeping families together and “Changing as Many Lives as Possible.”

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).
• Action Oriented- Proactively drives each consultation toward a clear outcome by maintaining urgency, following up consistently, and taking ownership of moving qualified prospects to a decision.
• Collaborates- Partners appropriately with managers and teammates for approved exceptions, training, and alignment without over‑reliance on escalation.
• Resourcefulness- Effectively uses available tools, training, guidelines, and follow‑up channels to overcome client hesitation, resolve routine obstacles, and move qualified prospects toward a decision without unnecessary escalation.
• Instills Trust- Builds credibility and rapport quickly by demonstrating empathy, transparency, and consistency in representing the Firm’s mission and services.
• Proficient with Microsoft Office Suite or related software
• Proven ability to close needs‑based sales without routine manager escalation
• Process oriented with focus on efficiency and consistency
• Needs‑based, consultative selling with demonstrated ability to conduct effective discovery, present tailored solutions, and confidently close
• Independent objection handling with the ability to resolve client concerns without manager escalation
• Active listening and empathy‑driven client engagement to build trust, uncover client needs, and guide decision‑making

Work Schedule

• Monday – Friday, 8:30 AM – 5:30 PM CST

How You'll Benefit

Lisinski Law Firm provides a comprehensive benefits package that supports the diverse needs of our employees and their families. We recognize the importance of health and well‑being and are committed to fostering an environment where every team member can feel and perform at their 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
• Hospital Indemnity Insurance
• Employee Assistance Program
• Calm App Subscription
• Paid Time Off

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.