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Intake Sales Specialist

Company: The Matian Firm, APC
Location: San Jose
Posted on: September 21, 2022

Job Description:

Our San Jose office is looking to hire an experienced Client Intake Specialist with a desire to grow within the legal industry. The Intake Specialist will be the first point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case should be retained. This position must be staffed by an individual who is business development oriented, and works well with people. We ask that you have a strong customer service background and possess the ability to screen potential client calls. You will ensure operational excellence and handle a large volume of incoming client calls. The ideal candidate will be able to work some weekends and be able to commute to our Los Angeles office as is required for this role. Responsibilities: 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) Qualifications: Bilingual (English/Spanish) with full proficiency
Minimum 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 Here at the Matian Firm, we offer medical, dental, and vision insurance. We have a great compensation package including a 401(k) plan. Some perks include catered lunches, complimentary parking, paid time off, and more! Come be apart of our growing firm and its opportunities for your career development. You will learn and develop alongside a team of professionals who aim to excel in the legal industry. The Matian Firm, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.

Keywords: The Matian Firm, APC, San Jose , Intake Sales Specialist, Sales , San Jose, California

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