Regional Intake Manager

The Lisinski Law Firm; Dallas (TX); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

401k Match

Medical Insurance

Dental Insurance

Vision Insurance

HSA/FSA

Dependent Care FSA

Life Insurance

AD&D

Disability Insurance

Hospital Indemnity Insurance

Employee Assistance Program

Calm App Subscription

Paid Time Off

Job summary

The Lisinski Law Firm is seeking a Regional Intake Manager to lead intake operations across multiple offices. You will coach Managers, drive regional performance, and ensure a consistent, high-quality client experience.

Responsibilities include reviewing metrics, developing leaders, and partnering with cross-functional teams to scale intake delivery while maintaining service excellence.

Qualifications

• Bachelor’s degree required or equivalent experience.
• 5–7 years managing intake, sales, or client service, with multi-site leadership.
• 7–10 years in intake/sales with evidence of improving results and service quality.

Responsibilities

• Lead, coach, and develop Managers across multiple offices with clear expectations.
• Review regional metrics to identify trends and implement improvements.
• Partner with QA and Training to uphold consultation standards and client experience.
• Conduct regular one-on-one meetings to review performance and development priorities.
• Visit regional offices to observe consultations and assess operations firsthand.
• Support regional hiring and ramping of new offices and roles.
• Ensure consistent intake processes, timely follow-up, and accurate CRM documentation.

Skills

People leadership

Multi-site leadership

Coaching & feedback

CRM & telephony

Sales/Intake management

Data analysis

Communication skills

Performance management

Education

Bachelor's degree

Tools

Salesforce

Amazon Connect

Job description

About the Role

The Regional Intake Manager leads intake operations across multiple Lisinski Law Firm offices within an assigned region. This role develops Intake Managers and their teams to deliver a consistent, respectful, and responsive experience for prospective clients while meeting the Firm’s intake and conversion goals. The Regional Intake Manager uses performance and quality data, direct observation, and client feedback to improve consultations, address gaps between offices, and build capable leaders who sustain results as the Firm grows.

• Lead, coach, develop and hold accountable Managers across multiple office locations, establishing clear expectations for intake results, consultation quality, and client experience.


• Review regional conversion, consultation quality, responsiveness, and client experience measures to identify trends, understand root causes, and implement improvements across offices.


• Develop Managers as people leaders and coaches, equipping them to reinforce effective intake practices, provide actionable feedback, and address performance or service concerns promptly.


• Conduct structured one-on-one meetings with each Manager to review office performance, client and team feedback, quality findings, and leadership development priorities.


• Visit regional offices on a consistent basis, observe consultations, and engage with frontline team members to assess the prospective client experience, operational practices, and team culture firsthand.


• Partner with VP of Intake on regional performance priorities, performance reporting, staffing needs, and initiates that strengthen both intake outcomes and service quality.


• Partner with Quality Assurance and Training teams to establish consistent consultation standards, reinforce training, and use quality reviews to improve accuracy, empathy, and clarity in client interactions.


• Lead regional hiring efforts for Manager and Specialist roles applying Gold Standard criteria and building a talent pipeline with strong coaching, service, and intake capabilities.


• Support new office openings by partnering with cross-functional teams on staffing, training, service standards, and a successful operational and performance ramp.


• Recognize and develop strong performers, coach team members with performance gaps, and address persistent issues in conversion, consultation, or client experience.


• Ensure consistent intake processes, timely follow-up, accurate CRM documentation, Quality Assurance adherence, and appropriate escalation of client concerns across regional offices.

What Makes You a Great Fit

• Bachelor’s degree required or equivalent experience considered.


• 5-7 years of management experience in intake, sales, client service/experience, or related field, including at least 2 years in a multi-site or regional leadership role.


• 7-10 years of experience in intake, sales, client service/experience, or a related function, with demonstrated success improving results and service quality.


• Demonstrated expertise in multi‑site sales leadership, including regional performance management, accountability, and results delivery across multiple locations.
  Builds Effective Teams- Develops Managers who coach and support their teams, maintain consistent standards, and create accountability for performance and client experience across offices.


• Strategic Mindset- Uses regional performance trends, quality findings, and client feedback to prioritize improvements that support the Firm’s goals and a consistent intake experience.


• Drives Results- Improves conversion and operational performance while maintaining high standards for consultation quality, timely follow-up, and the prospective client experience.


• Manages Complexity- Balances the needs of multiple offices, leaders, prospective clients, and cross-functional partners while applying consistent operational and quality standards.


• Communicates Effectively- Sets clear expectations, gives constructive coaching, and communicates with empathy and clarity when addressing team performance or client concerns.


• Strong analytical ability to interpret conversion, quality, responsiveness, and client feedback data, identify root causes, and measure the impact of regional improvements.


• Working knowledge of CRM and telephony platforms to monitor intake activity and documentation.


• Working knowledge of conducting office visits and operational assessments to evaluate leadership effectiveness, performance drivers, and execution consistency.


• Experience with Salesforce and Amazon Connect preferred.
  

Work Schedule

• Monday to Friday: 8:00 AM to 5:00 PM (CST).

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 bes t.

• 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.