CRM-Client Relations Mgr
The Colwell Law Group
Albany, NY US
Posted ago
The Colwell Law Group

The Colwell Law Group is a matrimonial and family law firm seeing an experienced Client Relations Manager (non-attorney salesperson) to join its rapidly growing firm. As a member of the sales team, the Client Relations Manager (CRM) sees sales as a service we perform for our prospective new clients ("PNCs"), not as something to be done “to” them. The CRM meets by telephone, Zoom and/or in person, the PNCs who are assigned to his or her calendar by the intake specialist to help the PNC find clarity about their situation, educate them about their options, and help them make the best decision for their future and for the firm to achieve its goals. This position keeps detailed notes in a central database documenting all contacts with the PNC both before, during, and after the meeting, including follow-up attempts.

This position facilitates a professional introduction (“hand-off”), along with the intake team, to the legal team once an engagement is signed. The salesperson must conduct quality control checks at predetermined milestones during the first 30 days and, in some cases, during the pendency of the matter. The successful candidate should have prior experience selling high-ticket tangible products and professional or financial services utilizing a consultative selling methodology. The successful candidate should have some “real life” experience which they can use to empathize with PNC’s who often come to our firm with challenging and sometimes deeply personal situations. The successful candidate embraces metrics, scorekeeping, transparency, and accountability. Excellent interpersonal and communication skills are an absolute must both in person, by phone, and via email. You should be a lifelong learner with a proven track record of self-improvement to keep your sales skills sharp.


  • Manage schedule to balance availability for meeting with prospective new clients as well as following up with PNC’s who said “no” and with current clients to conduct quality control calls and interviews.
  • Keep detailed notes in a centralized database.
  • Be a team player and cover for your fellow salespeople to assist our firm help our prospective new clients find clarity around and relief from the situation that brought them to the firm in the first place.
  • Follow-up with current clients at set milestones during their case or matter.
  • Facilitate a professional introduction and transition to the legal team once the PNC has retained the firm.
  • Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on your “front lines” experience.
  • Utilize a consultative selling approach when conducting sales calls to illustrate the value and benefits of our service.
  • Strive to meet and exceed firm goals.


  • A strong interest in consultative solutions selling.
  • Proven track record utilizing a consultative sales approach.
  • Experience with Clio and Lawmatics, preferred.
  • Independent, self-starter who thrives on immersion in a rapidly changing environment and has excellent problem-solving and analytical skills.
  • Proactive, can-do attitude, with great follow-through and resourcefulness, along with attention to detail.
  • Strong communication and interpersonal skills with the ability to be personable yet persistent.
  • Knowledge of the legal industry is an asset.
  • Real-life experience and a few “battle scars” to give you empathy and understanding is an asset.

$50,000 - $75,000 yearly with incentives
About The Colwell Law Group


  • 401(k) Matching
  • Health Insurance
  • Dental Insurance
  • Vision/Rx
  • Life Insurance
  • Paid Time Off
  • Vacation & Holiday Pay
  • Pet Benefit

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