Intake Sales Specialist

Profile

Intake Sales Specialist

The candidate will screen telephone calls before scheduling an attorney-client consultation. Persistently monitor all potential new client inquiries (email, internet, phone and referrals). Immediately contact every potential client and establish relationship with client. Update logs and reporting systems to reflect status of all potential new clients. Conduct potential new client interviews with genuine empathy and compassion. Schedule appointments for potential clients. Take accurate notes during the attorney-client initial consultation. Collaborate with our attorneys to complete the initial consultation process. Assist attorneys with administrative tasks related to opening new cases and maintaining databases. Follow instructions from the supervising attorney and perform accordingly. Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets). Bilingual (English/Spanish) with full proficiency. Should have 3 years of sales experience required, customer service experience a major plus. Strong background with performance-based metrics. Case Management software experience is a major plus. Resourceful and motivated to solve issues as they arise. Strong attention to detail. Proven track record to meet goals and deadlines. Must be able to work weekends.

Company info

The Matian Firm APC
111 N Market Street 888
San Jose
California
United States 95113
Website : https://matianfirm.com