Sales Coordinator

Manufacturing Inc; Warwick (RI); On-site; USD 52,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health benefits

Incentive recognition bonus

Paid time off

Job summary

A client-centered services firm in Warwick is hiring a Sales Intake Coordinator to serve as the first point of contact for clients. Ideal candidates possess strong communication and sales skills and can manage client inquiries effectively. Responsibilities include conducting assessments, educating clients about services, and maintaining organized records. The firm offers comprehensive benefits and values individuals with a strong desire to help clients and promote firm growth.

Qualifications

• Minimum of 3 years of experience in a sales-focused role, preferably in legal, insurance, or financial services.
• Proven ability to convert leads and close sales.
• Strong interest in the legal industry and commitment to client service.
• Strong public speaking and interpersonal communication skills.
• Highly organized with excellent time management and multitasking abilities.
• Self-starter who thrives in fast-paced environments with minimal supervision.
• Empathetic, professional demeanor with the ability to build client trust.
• Strong interest in the legal industry and commitment to client service.

Responsibilities

• Conduct intake assessments to understand prospective clients' needs.
• Educate potential clients on the firm's services.
• Handle client inquiries via phone, email, and in-person meetings.
• Coordinate appointments and manage scheduling.
• Maintain accurate records of client interactions.
• Manage and organize both electronic and physical client files.
• Process payments securely via online payment portals.
• Maintain accurate records of client interactions and activities in the CRM system.
• Conduct regular follow-ups with leads to encourage conversion.
• Contribute to lead management and business development strategy through consistent outreach.

Skills

Sales experience

Strong communication skills

CRM systems

Public speaking

Organizational skills

Empathy

Networking

Tools

CRM systems

Job description

Overview

We are seeking a motivated, sales-driven Sales Intake Coordinator to be the first point of contact for prospective clients. This role is ideal for someone with strong communication skills and a background in sales who thrives on building trust and converting inquiries into clients. You will play a vital role in guiding potential clients through the consultation process, clearly communicating our value, and ensuring a smooth onboarding experience.

Responsibilities

Responsibilities include but are not limited to:

• Conduct comprehensive intake assessments to understand prospective clients needs and goals
• Educate potential clients on the firms services and clearly communicate value propositions
• Build rapport and trust through professional, empathetic communication
• Handle inbound client inquiries via phone, email, and in-person meetings
• Coordinate appointments and maintain scheduling for consultations and follow-ups
• Manage and organize both electronic and physical client files
• Process payments securely via online payment portals
• Maintain accurate records of client interactions and activities in the CRM system
• Conduct regular follow-ups with leads to encourage conversion
• Contribute to lead management and business development strategy through consistent outreach

Skills/Qualifications

• Minimum of 3 years of experience in a sales-focused role (legal, insurance, or financial services preferred)
• Prior experience with intake coordination or CRM systems is strongly preferred
• Proven ability to convert leads and close sales
• Strong public speaking and interpersonal communication skills
• Highly organized with excellent time management and multitasking abilities
• Self-starter who thrives in fast-paced environments with minimal supervision
• Empathetic, professional demeanor with the ability to build client trust
• Strong interest in the legal industry and commitment to client service
• Comfortable networking independently and contributing to firm growth

Compensation and Benefits

Compensation: Pay will be offered based on several factors including the candidate's education, work experience, work location, specific job duties, and certifications.
Benefits: We offer comprehensive benefits to include health, and an incentive recognition bonus (all benefits are based on eligibility).

Equal Opportunity

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

If you're a high-energy, people-oriented professional who loves helping others and thrives in a goal-driven environment, we encourage you to apply and grow your career with us.