Intake Team Lead: Conversion & Coaching Excellence

The Lisinski Law Firm; Medford (OR); Hybrid; USD 94,000 - 101,000; Full time

Benefits offered by this job

401k Match

Medical, Dental, & Vision Insurance

Health Savings Account or Flexible SPA

Dependent Care FSA

Life Insurance

Job summary

Lisinski Law Firm seeks an Intake Manager to lead a team of Intake Leads and Specialists across virtual and in-office settings. You will drive end-to-end conversion performance through data-informed decisions and hands-on coaching.

You will coach leaders, review CRM data, and escalate complex client matters, ensuring standards and client experience remain exceptional. Hybrid work and competitive compensation reflect experience and location.

Qualifications

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

Responsibilities

• Lead, develop, and hold accountable a team of Intake Leads and Specialists, establishing clear expectations, performance standards, and coaching rhythms.
• Own conversion performance by analyzing data, identifying gaps, and implementing corrective actions with urgency.
• Develop Intake Leads as coaches and people leaders by observing consultations, evaluating performance, and driving improvement.
• Conduct structured 1:1s with Leads and direct reports to review performance and development priorities.
• Review consultation recordings, dashboards, and CRM data to identify patterns and escalation needs.
• Serve as escalation point for complex client situations requiring manager-level judgment.
• Lead daily team huddles to reinforce priorities and sustain accountability and engagement.
• Partner with leadership on performance reporting, staffing, hiring decisions, and organizational development priorities.
• Coordinate with Training and QA to reinforce firm standards and translate QA findings into actions.
• Manage performance, recognize top performers, implement PIPs, and address underperformance.
• Participate in hiring decisions for Intake Lead and Specialist roles.
• Ensure compliance with firm policies, CRM docs, QA protocols, and operations.
• When needed, conduct consultations modeling selling framework and standards.

Skills

Team leadership

Coaching

Data-driven decisions

CRM proficiency

Bilingual (Spanish/English)

Communication

Client experience

Sales guidance

Education

High school diploma

Bachelor's degree preferred

Tools

Litify/Salesforce

Job description

Lisinski Law Firm seeks an Intake Manager to lead a team of Intake Leads and Specialists across virtual and in-office settings. You will drive end-to-end conversion performance through data-informed decisions and hands-on coaching.

You will coach leaders, review CRM data, and escalate complex client matters, ensuring standards and client experience remain exceptional. Hybrid work and competitive compensation reflect experience and location.