Remote Client Intake & Growth Specialist

WizeHire, Inc; Chicago (IL); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Greenberg & Sinkovits, LLC in Chicago is seeking an empathetic intake closer to respond to inbound leads, qualify clients for legal services, and guide them through next steps. The role blends client care with a sales focus in a high-impact setting.

You will schedule consultations, maintain CRM records, report on lead conversions, and collaborate with attorneys and marketing to grow the practice. A Bachelor's degree and experience in sales or customer service are valued; legal familiarity is a

Qualifikationen

• Bachelor's degree is required.
• Sales or customer service experience is valued.
• Empathetic, highly organized, and detail-oriented.
• Background in the legal industry is preferred.

Aufgaben

• Respond to inbound leads by phone, email, or web within a timely manner and act as a welcoming point of contact.
• Conduct intake calls to assess legal needs, determine case eligibility, and guide clients through next steps.
• Explain services, pricing, and the consultation process confidently and with empathy.
• Coordinate and perform consultations; organize meetings with lawyers and document in intake systems.
• Maintain up-to-date CRM records; ensure timely follow-ups and monitor lead progression.
• Track and report lead conversions; identify gaps, trends, and opportunities for improvement.
• Collaborate with the team to refine intake processes and strategies.
• Develop and grow a referral program with professionals in legal, counselling, and client networks.
• Supervise new client onboarding and current client files through data entry and paperwork collection.
• Work with marketing on outbound tactics and partnerships to bring in new cases.
• Manage attorney schedules for prospective consultations to foster growth.
• Survey potential clients to determine fit with the practice and listen empathetically to calls.

Kenntnisse

Lead qualification

CRM proficiency

Emotional intelligence

Communication skills

Sales experience

Legal intake knowledge

Ausbildung

Bachelor's degree

Tools

Smokeball

CRM software

MS Office

Jobbeschreibung

Greenberg & Sinkovits, LLC in Chicago is seeking an empathetic intake closer to respond to inbound leads, qualify clients for legal services, and guide them through next steps. The role blends client care with a sales focus in a high-impact setting.

You will schedule consultations, maintain CRM records, report on lead conversions, and collaborate with attorneys and marketing to grow the practice. A Bachelor's degree and experience in sales or customer service are valued; legal familiarity is a