Lead and manage a team of 11+ intake and consultation specialists.
Set clear daily expectations, run team huddles, monitor call performance, and conduct weekly coaching sessions to maintain focus, motivation, and accountability.
Develop and implement structured sales processes, call scripts, and follow-up protocols.
Track key performance metrics, including call volume, consultation bookings, show rates, conversion percentages, and follow-up success rates.
Provide consistent one-on-one and group coaching to enhance team members’ sales skills.
Collaborate with the marketing department to ensure a steady and quality flow of leads.
Build and maintain sales dashboards and reports that summarize team performance.
Attend community events, expos, and partnership programs as the firm’s representative.
Identify bottlenecks in the intake and consultation process and design scalable solutions.
Work closely with operations and legal teams to ensure a smooth transition from initial intake to signed client.
Requirements
3+ years of proven sales experience, including at least 2 years in a leadership or training capacity.
A background in managing sales or intake teams in high-volume, service-based environments such as law firms, call centers, or professional services is strongly preferred.
Demonstrated success in driving conversions, building rapport with clients, and maintaining energy in a fast-paced sales environment.
Skilled in balancing high call volume with personalized client engagement.
Experienced in training, mentoring, and motivating team members to reach performance goals.
Promotes accountability, consistency, and ethical selling practices across the team.
Adept at designing, refining, and executing sales processes that align with overall firm objectives and enhance client experience.
Confident in tracking and analyzing KPIs, performance dashboards, and conversion reports.
Uses data insights to identify trends, coach effectively, and improve outcomes.
Spanish fluency (spoken and written) strongly preferred, given the firm’s diverse client base and national reach.
Committed to transparent, honest sales practices that prioritize client trust and compliance.
Comfortable attending and presenting at community events, conferences, and expos.
Proven ability to lead, support, and evaluate remote teams through structured communication, clear expectations, and regular accountability practices.
Benefits
Competitive salary depending on experience, with additional performance-based bonus potential.
Medical insurance, 401(k), and PTO begin after 3 months; includes 12 PTO days, paid holidays, and participation in company events.
Laptop and necessary tools can be provided by the firm.
Applicant Tracking System Keywords
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