Client Intake and Sales Specialist

Job DescriptionApply 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 FirmOpportunity for growthClient Intake and Sales Specialist Role:The Client Intake & Sales Specialist is responsible for managing the full lifecycle of prospective clients-from 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 firm's legal services.Client Intake and SalesOwn and manage all incoming leads from initial contact through engagementQualify prospective clients and assess fit for firm servicesConduct consultative sales conversations to convert leads into clientsClearly explain service options, scope, and next stepsGenerate engagement agreements and assist with payment processing, including financing options when neededOnboarding & Case SetupAccurately document client information and interactions in firm systemsComplete intake workflows and open new matters in the Case Management SystemCoordinate with internal teams to ensure timely case initiationEnsure proper service alignment to minimize firm risk and liabilityClient Experience & Follow-UpFollow up with new clientsRe-engage prospective clients who did not initially move forwardMaintain relationships with past clientsAddress client concerns and ensure a high level of satisfactionRespond professionally to reviews and feedbackAdministrative SupportManage payment plans and collect outstanding balancesMaintain accurate, timely records of all communications and activitiesProvide feedback to leadership on lead quality and process improvementsClient Intake and Sales Specialist Background Profile:High school diploma or equivalentMinimum 2 years of experience in:Sales, client intake, or client-facing rolesOR a professional services environment (legal, healthcare, financial services, etc.)Strong communication and interpersonal skillsAbility to follow structured processes and workflows (SOPs)Comfortable with consultative sales and guiding client decisionsPreferredExperience in a law firm environmentProbate and or estate planning experienceFamiliarity with CRM or case management systemsFeatures and Benefits:DentalVisionPTOBonus potentialJob RequirementsSales, LegalAdditional InformationFrontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.Meet Your RecruiterFatima AkhtarFatima Akhtar is a dedicated Executive Search Recruiter with a specialty focus on the legal sector at Frontline Source Group. With a strong passion for connecting talented candidates with top employers, Fatima leverages her expertise in staffing, recruiting, and leadership development to provide tailored solutions that meet the unique needs of her clients and candidates.Fatima holds a master's degree in industrial and organizational psychology, which equips her to understand the nuances of both client and candidate preferences. Her professional background includes roles as a Placement Manager, Digital Staffing Specialist and Recruiter, and Leadership Development, Legal and Digital Staffing Intern. In these positions, she honed her skills in communication, creative problem-solving, and working effectively in fast-paced environments.Fluent in both Spanish and English, Fatima excels in communicating with diverse audiences. She is committed to helping individuals find meaningful careers and assisting organizations in growing their teams. Always eager to learn and collaborate, Fatima is also open to opportunities in change management, learning and development, and HR.With her strong interpersonal skills and a keen eye for talent, Fatima Akhtar is an invaluable asset to any organization looking to exceed its hiring goals.469-983-3999Schedule a Meetingfatima.akhtar@frtline.comConnect on FacebookConnect on XConnect on LinkedInConnect on Google+FOLLOW US ON LINKEDIN