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Client Engagement Specialist
Job DuckClient Engagement Specialist for a growing Family Law Firm connecting and building relations with prospective clients. Guiding prospects through emotional situations to convert leads into retained clients.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
customer servicecommunicationconsultative sellingstrategic follow-uprelationship management
Tools & Technologies
CRM
Industry Keywords
sales cycleclient successbusiness developmentlead pipelinesinitial consultations
About the role
Key responsibilities & impact- Facilitate a seamless transition from prospect to client.
- Conduct consistent and strategic follow-up with prospective clients.
- Gather relevant information regarding potential legal matters.
- Conduct initial consultations and discovery conversations with leads.
- Serve as the primary point of contact for prospective clients (PNCs).
- Clearly communicate the value of the firm’s legal services.
- Guide prospective clients through the consultation and retention process.
- Maintain accurate records within CRM and firm systems.
- Maintain organized lead pipelines and communication schedules.
- Manage the complete sales cycle from initial inquiry through retention.
Requirements
What you’ll need- 3+ years of experience in Sales, Intake, Client Success or Business Development.
- Experience converting prospects into paying clients or customers.
- Strong customer service background.
- Experience working in high-emotion or consultative environments preferred.
Benefits
Comp & perks- Competitive salary.
- Paid Time Off.
- Bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.