Sales Representative/client Resource Coordinator

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Sales Representative / Client Resource Coordinator
The candidate will act as the primary point of contact for potential new clients (PNCs) interested in the firm's legal services. Will also be responsible for serving as a brand ambassador and informing others in the special needs community about the law firm's services. Meet with potential new clients for initial consultations, and work with Owner of the firm to assess merits of potential new clients' claims. Attend professional development workshops to hone skills pertaining to the intake process and to understand the special education law landscape. Identify and participate in outreach/networking opportunities on the firm's behalf. Collect more in‐depth information about the PNCs and the matters for which they are seeking the firm's help. Follow firm prescribed guidelines on how to communicate with PNCs in the most effective manner. Assure the PNCs that the firm's attorneys and staff will be able to help them. Show compassion for their troubles. Help the PNC see the difference between working with the Firm and not working with the firm. In accord with the ethical rules governing lawyers, will not provide legal advice, quote a fee, or enter into an engagement with a client. Rather, the Sales Representative will prepare prospective clients for entering into an engagement with the final documents approved and signed by a licensed attorney. Keep detailed records about the number of PNCs that contact the Firm, the number that come in for initial consultations, and the number that actually engage the Firm. Be responsible to stay in contact with PNCs that do not sign up after their initial consultation to keep the door open for them to hire the Firm when they are ready. Record data and meet minimum intake/sales requirements. Propose ideas for innovations, improvements, and efficiencies. Comply with Employee Handbook and office protocols at all times.

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