Legal Sales Specialist

Overview

Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of a sales intake specialist to take client relations to the next level. Our ideal candidate has significant previous sales experience, is great on the phone, is a naturally compassionate and empathetic listener, and has a passion for helping those in need.

You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in clients’ lives every day. If this sounds like a job you’d love, apply now! About the Role This is not a legal position. It is a sales-focused role for someone who is personable, organized, and confident speaking with people in high-stress situations. You will handle incoming calls and inquiries, conduct structured intakes, explain our firm’s services, and help qualified clients take the next step toward hiring the firm.

You will also be responsible for consistent follow-up with leads to ensure no opportunities are missed. This position is in-office to ensure responsiveness and coordination with attorneys handling urgent court matters.

• Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner
• Manage attorney schedules, including prospective client consultations, to foster caseload growth
• Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base
• Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
• Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
• Answer and respond promptly to inbound calls, emails, and referrals
• Conduct structured intake conversations to gather relevant information and qualify potential clients
• Build rapport, listen empathetically, and explain how the firm can help
• Schedule consultations and, when appropriate, conduct initial intake consultations using firm scripts and guidelines
• Close retainers by clearly explaining next steps, addressing questions or objections, and securing commitments
• Follow up with unconverted leads via phone, text, and email
• Accurately track all leads and activity in the firm’s CRM (Lawmatics)
• Meet or exceed monthly intake and conversion goals

• Full familiarity with the Microsoft Office suite, with advanced Excel proficiency
• Solid data entry, spreadsheet management, and computer skills
• CRM and case management software experience a plus
• Previous legal experience a plus
• Possesses outstanding communication skills and sense of empathy
• Previous significant sales experience in the auto, real estate, or solar industries is ideal and will be strongly considered

Compensation: $50,000 - $65,000 yearly