Intake Team Lead & Conversion Coach

Lisinski Law Firm, LLC; New York (NY); On-site; USD 94,000 - 101,000; Full time

Benefits offered by this job

401k Match

Health Savings Account

Flexible Spending Account

Dependent Care FSA

Basic Life Insurance

Voluntary Life & AD&D

Disability Insurance

Hospital Indemnity Insurance

Employee Assistance Program

Paid Time Off

Job summary

Lisinski Law Firm is seeking an Intake Manager to drive end-to-end conversion performance and coaching for a virtual and in-office intake team. You will lead Intake Leads and Specialists, establish performance standards, and ensure compliant, high-quality client experiences.

Focuses include analyzing data to close gaps, coaching effectiveness, and building accountability through structured 1:1s, QA collaboration, and timely performance actions. Onsite schedule Mon-Fri 8:30-5:30 ET.

Qualifications

• 3-5 years in a consultative sales role with demonstrated conversion performance.
• 2-4 years leading a team.
• Experience in immigration, legal services, or consultative professional services preferred.
• CRM performance tracking and documentation proficiency (Litify/Salesforce preferred).
• Phone and video consultation execution to support overflow volume and maintain service levels as needed.

Responsibilities

• Lead, develop, and hold accountable a team of Intake Leads and Specialists, establishing clear expectations, performance standards, and coaching rhythms.
• Own conversion performance across the full span of control by analyzing performance data, identifying root causes of gaps, and implementing corrective actions with urgency.
• Develop Intake Leads as effective coaches and people leaders by strengthening their ability to observe consultations, evaluate performance, and independently drive improvement.
• Conduct structured 1:1s with Leads and direct reports, reviewing individual and team performance, coaching effectiveness, and development priorities.
• Review consultation recordings, dashboards, and CRM data to identify patterns, coaching opportunities, and escalation needs.
• Serve as the escalation point for complex, sensitive, or high-stakes client situations requiring manager-level judgment.
• Lead daily team huddles as applicable to reinforce priorities, review performance, align on execution, and sustain accountability and engagement.
• Partner with leadership on performance reporting, staffing needs, hiring decisions, and organizational development priorities, escalating insights with data and recommended actions.
• Partner with Training and QA to ensure firm standards are reinforced through frontline coaching and QA findings translate into corrective action.
• Manage performance at all levels, including recognition and development of top performers, structured PIPs, and decisive action on persistent underperformance.
• Participate in hiring decisions for Intake Lead and Specialist roles, applying established evaluation criteria and gold-standard expectations.
• Ensure compliance with firm policies, CRM documentation standards, QA protocols, and operational requirements.

Skills

Team leadership

Coaching

CRM proficiency

Performance analytics

Consultative sales

Tools

Litify

Salesforce

Job description

Lisinski Law Firm is seeking an Intake Manager to drive end-to-end conversion performance and coaching for a virtual and in-office intake team. You will lead Intake Leads and Specialists, establish performance standards, and ensure compliant, high-quality client experiences.

Focuses include analyzing data to close gaps, coaching effectiveness, and building accountability through structured 1:1s, QA collaboration, and timely performance actions. Onsite schedule Mon-Fri 8:30-5:30 ET.