Yerushalmi Law Firm is seeking an experienced and highly organized Intake Coordinator to lead our Intake Department. This full-time position plays a critical leadership role in managing the intake process, overseeing a team of 4–8 intake specialists, and ensuring the successful onboarding of new clients. If you're a team-oriented leader with excellent communication skills and the ability to drive results, we want to hear from you.
Responsibilities:
Lead and supervise the intake department, providing daily guidance and support to a team of 4–8 intake specialists.
Oversee and validate follow-ups on pending inquiries to ensure every potential lead is handled properly and timely.
Conduct regular check-ins and huddles to strategize with your team, review call succession, and align on departmental goals.
Monitor and track performance metrics, including first-call close rates, and implement strategies to improve conversion.
Review and approve incoming cases, helping the team determine which cases should be signed and which should be referred out.
Ensure compliance by planning and scheduling breaks and lunches based on business needs.
Assign signed cases to case managers in a timely and organized manner to ensure seamless handoff.
Act as the first point of escalation for intake-related concerns, providing solutions and direction as needed.
Participate in training and mentoring new intake staff.
Qualifications:
2+ years of experience in an intake or customer service leadership role, preferably in a legal or medical setting.
Strong organizational skills and attention to detail.
Proven ability to manage a team and drive performance metrics.
Excellent communication and interpersonal skills.
Bilingual (English/Spanish) .
Proficiency with CRM systems; experience with Filevine and Lead Docket is a plus.