Intake Sales Specialist

Intake Sales Specialist (Spanish Bilingual) CrewBloom We are looking for an Intake Sales Specialist to join our team. This position is ideal for a bilingual (Spanish-English) professional with a proven track record in high-performance sales, particularly in a legal or customer service setting. The Intake Sales Specialist will play a critical role in converting leads, building rapport with prospective clients, and ensuring a seamless transition to legal representation. Key Responsibilities Lead Qualification & Conversion: Assess potential clients’ needs across divorce, family law, and bankruptcy areas. Convert leads into scheduled paid consultations with attorneys. Sales & Client Communication: Establish trust and communicate the firm’s value proposition to prospective clients. Sell consultations effectively while maintaining empathy and professionalism. Follow-up & Case Conversion: After initial consultations, follow up with potential clients to review notes, ensure alignment, and convert them into long-term legal clients on a retainer basis. CRM & Documentation: Maintain thorough, accurate records in the firm’s CRM software (Lawmatics), ensuring proper documentation of each step in the intake and sales process. Facilitate seamless handoffs to attorneys. Performance Metrics: Meet or exceed key performance benchmarks, including lead conversion rates, response times, and follow-ups, reviewed on a weekly and monthly basis. Collaboration: Work closely with attorneys and internal staff to ensure smooth intake and conversion processes, aligning with firm protocols. Utilize Technology: Leverage practice management software (Clio Manage), communication tools (Slack, Zoom, Loom), and email platforms (Microsoft Outlook) to stay organized and efficient. Structured Sales Process: Follow structured sales and intake protocols while maintaining professionalism, empathy, and high ethical standards. Requirements Proven Sales Success: Demonstrated experience in sales, cold calling, and commission-based compensation, with a focus on high-volume lead conversion. Strong Communication Skills: Confident, persuasive, and empathetic communicator who can build rapport with clients, particularly in emotionally sensitive situations. Organizational Skills: Strong time management and organizational skills to ensure no lead is overlooked, and no follow-up is missed. Resilience & Goal-Oriented: Ability to handle objections and stay focused on achieving sales targets, while adapting to challenges in a fast-paced environment. Tech-Savvy: Comfortable using CRM software, virtual collaboration tools, and legal practice management systems. Familiarity with Lawmatics, Clio Manage, Slack, Zoom, and Loom is a plus. Quick Learner: Ability to quickly gain a basic understanding of divorce, family law, and bankruptcy to effectively qualify leads and communicate the firm’s services. Team Player: Collaborative, with the ability to work well in a fast-paced environment and contribute positively to the team. Ethical & Accountable: Committed to adhering to firm processes, maintaining high ethical standards, and providing excellent client service under pressure. Minimum Technical and Work Environment Requirements Internet Connection Primary internet connection with a minimum speed of 15 Mbps . Backup internet connection with at least 10 Mbps . Backup connection must be capable of supporting work during a power outage. Primary Device Desktop or laptop equipped with at least: Intel Core i5 (8th generation or newer) , Intel Core i3 (10th generation or newer) , AMD Ryzen 5 , or an equivalent processor. A minimum of 8 GB RAM . Backup Device Must meet or exceed the performance of an Intel Core i3 processor. Must be functional during power interruptions. A quiet, dedicated home office space . Peripherals and Workspace: A smartphone for communication and verification purposes. Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth. Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field. Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward. Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards. Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment. Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best. #J-18808-Ljbffr