Client Intake and Sales Specialist

Frontline Source Group Holdings, LLC dba dfwHR

Cumming, GA

Apply

JOB DETAILS

SKILLS

Administrative Skills, Attorney, Case Management, Communication Skills, Consultative Sales, Customer Conversion, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Financial Services, Healthcare, Interpersonal Skills, Leadership, Legal, Onboarding, Payment Processing, Process Improvement, Process Management, Professional Services, Relationship Management, Risk Management, Sales, Sales Management, Sales Prospecting, Standard Operating Procedures (SOP), Time Management

LOCATION

Cumming, GA

POSTED

30+ days ago

Apply now for the opportunity to join a growing law firm in Cumming, Georgia as a Client Intake and Sales Specialist on a Direct Hire basis. This role involves managing the intake process, conducting consultative sales conversations, and providing exceptional client experience.

Company Profile:
Law Firm
Opportunity for growth

Client Intake and Sales Specialist Role:
The Client Intake & Sales Specialist is responsible for managing the full lifecycle of prospective clientsfrom initial inquiry through onboarding and post-engagement follow-up. This role combines client intake, consultative sales, and relationship management to deliver a seamless and high-quality client experience.
You will serve as the first point of contact for potential new clients, guiding them through the intake process, qualifying their needs, and helping them engage the firms legal services.
Client Intake and Sales
Own and manage all incoming leads from initial contact through engagement
Qualify prospective clients and assess fit for firm services
Conduct consultative sales conversations to convert leads into clients
Clearly explain service options, scope, and next steps
Generate engagement agreements and assist with payment processing, including financing options when needed

Onboarding & Case Setup
Accurately document client information and interactions in firm systems
Complete intake workflows and open new matters in the Case Management System
Coordinate with internal teams to ensure timely case initiation
Ensure proper service alignment to minimize firm risk and liability

Client Experience & Follow-Up
Follow up with new clients
Re-engage prospective clients who did not initially move forward
Maintain relationships with past clients
Address client concerns and ensure a high level of satisfaction
Respond professionally to reviews and feedback

Administrative Support
Manage payment plans and collect outstanding balances
Maintain accurate, timely records of all communications and activities
Provide feedback to leadership on lead quality and process improvements

Client Intake and Sales Specialist Background Profile:
High school diploma or equivalent
Minimum 2 years of experience in:
Sales, client intake, or client-facing roles
OR a professional services environment (legal, healthcare, financial services, etc.)
Strong communication and interpersonal skills
Ability to follow structured processes and workflows (SOPs)
Comfortable with consultative sales and guiding client decisions
Preferred
Experience in a law firm environment
Probate and or estate planning experience
Familiarity with CRM or case management systems

Features and Benefits:
Dental
Vision
PTO
Bonus potential

About the Company

Frontline Source Group Holdings, LLC dba dfwHR

Resume Resources

Free Resume Templates Free Resume Builder