Job Title: Sales/Client Intake Specialist
Location: Remote
Position Type: Unpaid Internship (School Course Credit Offered)
Firm Overview:
Innovia Law stands at the forefront of legal innovation, specializing in estate planning, probate, and business formation. We are committed to exceptional service delivery through a client-focused approach, utilizing cutting-edge technology to streamline operations in a virtual environment. Our modern practices and dedication to client satisfaction position us as a progressive law firm in today’s dynamic legal landscape.
Job Summary:
Innovia Law is seeking a highly organized, tech-savvy Sales/Client Intake Specialist to manage client onboarding and initial consultations. This multifaceted role is designed for individuals adept at engaging with potential clients, understanding their needs, and facilitating a seamless intake process. The main component of this position involves calling on leads to convert them into clients. This position offers a unique opportunity to develop client relations and sales skills in a supportive, virtual setting.
Key Responsibilities:
– Serve as the first point of contact for potential clients, providing exceptional customer service and ensuring a positive initial experience.
– Conduct initial consultations to understand client needs and determine the appropriate legal services required.
– Manage the client intake process, including gathering necessary documentation, scheduling consultations, and maintaining accurate records.
– Develop and implement outreach strategies to attract new clients and generate leads.
– Call on leads to convert them into clients, focusing on building rapport and understanding their legal needs.
– Collaborate with the legal team to ensure smooth transitions from intake to ongoing case management.
– Utilize virtual tools and software for effective client communication, documentation, and management.
– Follow up with potential clients to answer questions, provide updates, and address any concerns.
– Maintain a detailed client database, ensuring all information is current and accurately recorded.
– Continuously seek opportunities to improve the client intake process and overall client satisfaction.
Qualifications:
– Exceptional organizational and multitasking skills, capable of managing multiple clients and tasks simultaneously.
– Proficiency in CRM software and digital file management.
– Strong written and verbal communication skills, with an ability to convey information effectively and maintain professional interactions.
– Sales experience and a personable demeanor, with a proven ability to call on leads and convert them into clients.
– A proactive attitude towards learning and adapting in a fast-paced, innovative legal environment.
– Experience or a strong interest in legal services, sales, and client relations, with prior experience seen as advantageous.
Application Process:
Candidates eager to contribute to Innovia Law’s mission are encouraged to apply through Handshake. Please submit a resume and a cover letter, emphasizing your experience and interest in the Sales/Client Intake Specialist role.
Equal Opportunity Statement:
Innovia Law is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
