Intake Sales Specialist
Bardley McKnight Law LLC
Douglasville, GA US
Posted ago
Bardley McKnight Law LLC

EXPERIENCED INTAKE SALES SPECIALIST

This will probably be the longest, most honest, and detailed employment ad you will ever read. At Bardley McKnight Law, we put a lot of time and thought into hiring because we take welcoming a new employee to our team very seriously. Every team member must be a good fit for the Firm. If you are up for a position that is as demanding as it is rewarding, please continue reading the rest of this ad.

We are a small family law firm that is semi-remote with a physical office located in Douglasville. We are a highly respected firm with a reputation for caring for our clients, performing at a high level, and delivering exceptional results. We are a rapidly-growing firm that is committed to excellence and we are looking for an experienced Intake Specialist.

What does our Intake Specialist do?

Our Intake Specialist is an integral member of our legal team. The primary function of our Intake Specialist is to screen and pre-qualify potential new clients and to schedule them for consultations.

Our Intake Specialist is responsible for checking for conflicts of interest; scheduling initial consultations; initiating the Firm’s pre-engagement glide path; ensuring all leads are properly directed through the intake funnel; follow up with potential new clients who do not engage the Firm during the initial consultation; following up periodically with existing clients, alumni clients, and referral sources; and preparing reports.

What are some characteristics that our Intake Specialist should have?

Our Intake Specialist must possess a positive attitude, exceptional communication skills, and be able to listen with an understanding ear. Our Intake Specialist must be comfortable using technology, accustomed to high standards, able to follow procedures, and able to adhere to well-defined policies. Our Intake Specialist must also be a responsible and dependable self-starter who is able to critically think and problem solve.

You must be a quick learner and be able to use technology. Experience working at a law firm and using a CRM is a plus.

You MUST be able to multi-task, think on your feet, and make smart decisions.

If you have gotten this far, you are truly an exceptional person, as most people would have stopped reading this ad a long time ago. If you are thinking about applying, that means you are a hard worker, ready for a challenge, and want to be part of a team where your hard work and efforts are recognized, appreciated, and rewarded.

HOW TO APPLY:

Submit your resume and cover letter.

Your Cover Letter must contain the following in bullet point format:

  • What you think it takes to be a stellar Intake Specialist
  • What you are looking for in a career
  •  What qualities you possess that would benefit the firm and
  • Your salary requirements

Responsibilities

  • Checking for conflicts of interest
  • Scheduling initial consultations
  • Initiating the Firm’s pre-engagement glide path
  • Ensuring all leads are properly directed through the intake funnel
  • Follow up with potential new clients who do not engage the Firm during the initial consultation
  • Follow up periodically with existing clients, former clients, and referral sources

Qualifications

  • Prior customer service and intake experience is preferred, appreciated, and valued, but personality, character, and integrity will be of paramount considerations
  • Must be able to empathize with people and remain calm even when the potential new client is emotional or upset
  • Must be a quick learner and able to use technology
  • Experience working at a law firm and using a CRM is a plus
  • Experience with data tracking and reporting is favored
  • We only want people who are not afraid of computers or learning new things that will make their job easier

Compensation
$35,000 plus benefits and bonuses
About Bardley McKnight Law LLC

We are a small family law firm in the metro Atlanta area. We are a semi-remote firm with a physical office located in Douglasville. We are a highly respected firm with a reputation for caring for our clients, performing at a high level, and delivering exceptional results. We are a rapidly-growing firm that is committed to excellence.

APPLY NOW
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