Director Of Client Engagement-sales

Profile

Director of Client Engagement-Sales

The candidate will assess all new PNCs to the firm , and determine based on objective and subjective criteria which of these the firm's should offer services. Assume full responsibility for the new client onboarding process, from the first touch after the initial call, through sales conversations and follow-up, to all onboarding of new clients. Act as the primary point of contact with PNCs up through the onboarding process. Meet monthly quota in converting Potential New Clients to retained clients. Answer any non-legal questions raised by PNCs regarding filling out LawMatics forms, sending documents to the firm, signing legal services agreements, or any other matter involving the PNCs’ pre-engagement relationship with the firm. Maintain accurate records in Lawmatics to track the number of PNCs who contact the firm, the number who come in for initial consultations, and the number who engage the firm To do so, you shall ensure the status of each PNC profile in Lexicata is accurate and up-to-date. As necessary, Assist Managing Attorney in establishing categories for each PNC from the first touch through the signing of a legal services agreement—editing and updating categories, as appropriate. Ensure that all PNCs for whom we decline representation receive a “Rejection of Matter” email or, where no email was provided, a “Rejection of Matter” telephone call from the Receptionist. The Director of Client Services understands that it is the policy of the firm not to respond to emails or calls from PNCs who we have referred out or declined representation with explanations as to why we are declining legal representation. Follow firm prescribed guidelines on how to communicate with PNCs in the most effective manner; collect information about the PNCs and the matters for which they are seeking the firm's help; assure the PNCs that the firm's attorneys and staff will be able to help them; show compassion for their troubles, and explain how the firm can improve their lives. Stay in contact with PNCs who do not retain us after their initial consultation to keep the door open for them to retain us when they are ready. Ensure active clients are hearing from the Atlanta Family and Immigration Law at least once per month and maintain a high level of customer satisfaction. Education and/or work experience equivalent to Bachelor’s Degree s required. Experience with the Windows Operating System, Office 2016, Adobe Acrobat Pro, Lexicata, Mycase, Nextiva VOIP, and/or Dropbox is preferred. Should have 1+ years of Sales, 1+ years of Customer Service and 1+ years of Microsoft Office experience.

Company info

2860 Church St
Atlanta
Georgia
United States 30344
Phone : 678-647-7208