Client Intake & Sales Specialist
Job Description
Company Profile:
Law Firm
Opportunity for growth
Client Intake & Sales Specialist Role:
The Client Intake & Sales Specialist is responsible for managing prospective clients from their initial inquiry through engagement and onboarding. This role combines client intake, consultative sales, follow-up, and relationship management.
You will serve as the first point of contact for prospective clients, ask the appropriate questions to understand their needs, determine whether the firm offers the appropriate service, and guide qualified clients through the engagement process.
Client Intake and Sales Specialist Role
Own and manage incoming leads from initial contact through engagement
Conduct consultative B2C sales conversations with prospective clients
Follow established intake questions, processes, and SOPs to properly qualify prospective clients
Identify client needs and determine whether they align with services offered by the firm
Clearly explain available services, pricing, scope, and next steps
Generate and send engagement agreements through the firm’s CRM system
Assist prospective clients with payment processing and available financing options
Follow up with prospective clients who do not immediately move forward
Recognize when additional guidance is needed and appropriately escalate questions rather than providing legal advice
Onboarding & Case Setup:
Accurately document client information, conversations, and activities within the CRM
Confirm receipt of signed engagement agreements and required payments
Send new client intake documentation
Review completed intake information and coordinate the client’s initial meeting with the legal team
Complete intake workflows and assist with opening new matters
Coordinate with internal teams to ensure timely transition from sales and intake to the legal team
Maintain accurate documentation throughout the intake and onboarding process
Client Experience & Follow-Up:
Provide an empathetic, professional experience to individuals who may be navigating sensitive or difficult circumstances
Balance empathy with the ability to maintain professional boundaries and follow firm processes
Re-engage prospective clients who did not initially move forward
Maintain relationships with past and prospective clients
Address client concerns professionally and appropriately
Respond professionally to reviews and feedback
Communicate clearly when additional information is needed before moving a prospective client forward
Administrative Support:
Maintain accurate and timely records of client communications and sales activity
Follow established SOPs and structured workflows
Participate in regular team check-ins and utilize available resources when questions arise
Manage payment plans and assist with outstanding balances
Provide feedback regarding recurring client questions, lead quality, and opportunities to improve the intake process
Meet established sales and intake performance expectations
Client Intake & Sales Specialist Background Profile:
High school diploma or equivalent
Minimum 2 years of experience in sales, client intake, customer-facing sales, or a similar client-facing position
B2C sales experience strongly preferred
Consultative sales experience with the ability to ask qualifying questions and guide clients through a decision-making process
Strong verbal and written communication skills
Ability to follow established SOPs, instructions, and structured workflows
Strong judgment and willingness to ask questions or escalate when additional information is needed
Coachable, dependable, and receptive to feedback
Ability to work within established processes without overstepping the scope of the position
Comfortable working with clients who may be dealing with sensitive or emotional circumstances
Ability to document conversations and activities accurately within a CRM
Strong follow-up and organizational skills
Preferred:
Experience within a law firm or professional services environment
Probate and/or estate planning exposure
Familiarity with CRM or case management systems
Features and Benefits:
Firm-paid dental insurance
Firm-paid vision insurance
Firm-paid life insurance
Firm-paid short-term disability
PTO
Bonus potential
Job Requirements
Additional Information
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Meet Your Recruiter
Kathy Granger
Executive Recruiter
Kathy Granger as an Executive Recruiter leading our Accounting and Finance division. Kathy is a Texas-licensed CPA with over 20 years of experience in talent acquisition and professional services, bringing a rare combination of financial expertise and recruiting acumen to our team. She holds both a Master of Professional Accounting and a Bachelor of Business Administration from The University of Texas at Austin and launched her career in public accounting at Arthur Andersen and Ernst & Young before transitioning into executive search. As founder of her own successful search firm and former Vice President of Talent Acquisition at Independent Bank, Kathy has built a proven track record of placing C-suite executives, officers, and specialized professionals across multiple industries. Her CPA background gives her a deep understanding of the technical competencies and leadership qualities required for accounting and finance roles, while her consultative approach and commitment to quality ensures our clients receive only the most qualified candidates for their critical hiring needs.