Summary

We are looking for a confident, sales-driven, and highly persuasive Sales Intake Specialist to join our team. In this role, you will be the first point of contact for potential clients and will play a critical role in converting qualified leads into signed clients. This is not just a customer service or administrative intake role. We are seeking someone with a strong sales mindset who knows how to build trust quickly, ask the right probing questions, overcome objections, and guide potential clients through the onboarding and sign-up process with confidence. The ideal candidate is an excellent communicator who thrives in a fast-paced environment, is motivated by results, and knows how to turn opportunities into retained cases.

Key Responsibilities

Respond promptly to inbound leads through phone, email, chat, and other communication channels. Conduct high-quality intake calls with potential clients, gathering case details and assessing eligibility. Build trust and rapport quickly with leads while delivering a professional and empathetic experience. Take ownership of the conversation and confidently guide potential clients toward signing with the firm. Use consultative selling techniques to explain the firm’s value, address concerns, and move leads through the decision-making process. Handle objections effectively and follow up persistently with warm and undecided leads. Close contracts and support clients through the onboarding process from first contact to signed agreement. Accurately document all conversations, updates, and lead activity in the CRM and case management systems. Review and manage new leads, pending contracts, and follow-up opportunities daily. Coordinate with the legal and intake teams to ensure a smooth handoff once the client signs. Organize contracts, supporting documentation, termination letters, photos, and other intake-related files.

Requirements

Fully bilingual in English and Spanish with strong verbal communication skills. Proven sales experience in intake, consultative sales, client acquisition, appointment setting, closing, or a similar high-conversion role. Strong ability to close deals, handle objections, negotiate, and convert leads into clients. Confident and persuasive communication style with a strong sense of urgency and follow-through. Experience with client onboarding, lead follow-up, and relationship-building. Comfortable working in a high-volume, KPI-driven environment. Strong organizational skills and attention to detail. Ability to multitask and manage multiple leads without losing quality. Personal injury experience is a strong plus. Experience with Filevine, CRM systems, or legal intake processes is a plus. What We’re Looking For Sales hunter mentality Strong closer Confident and persuasive communicator Results-driven and competitive Excellent follow-up habits Comfortable asking direct questions and leading conversations Other requirements: Your PC or laptop (a wired connection to your modem is recommended). You must provide your own equipment and a stable internet connection. This is a full-time, 40-hour-per-week position that may require a flexible schedule. A noise-canceling headset and a quiet place to work. This is a remote position, and you will be responsible for your local taxes.