Intake Specialist

Hybrid Sales Intake Specialist

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The Sales Intake Specialist will be responsible for managing incoming sales inquiries, qualifying leads, and scheduling appointments. They use customer relationship management (CRM) tools and require strong communication and organizational skills to support the process.

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Sales Intake Specialist primarily focuses on qualifying and routing new leads. The require skills are communication, lead qualification, and proficient in customer and client relationship management.

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But the key to success is delivering exceptional client/customer experiences. At the heart of these experiences is the interaction between a client or customer. These interactions, whether through phone calls, emails, live chats, or social media, shape customer perceptions of the law firm and influence their loyalty by making them feel valued.

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Core Responsibilities

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• Focuses on front-and-center talking to new prospects, vetting leads, and driving initial conversions.
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• Lead Qualification: Answer phone calls, live chats, and email leads promptly.
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• Lead Qualification: Assess prospective client needs and budget fit using specific company metrics.
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• Data & CRM Entry: Log detailed background, pain points, and contact data into tracking systems.
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• Appointment Setting: Schedule follow-up consultations or demos with closers or account executives.
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Key Skills Needed

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• Active listening and clear verbal communication.
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• Basic familiarity with CRM (Customer Relationship Management).
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• Empathy
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Strong organization and typing accurately