Client Engagement & Sales Specialist

About the role

Help Families Protect Their Legacy. Build a Career That Makes a Difference. Location Northborough & Natick, Massachusetts (Hybrid)

Responsibilities

• Build meaningful relationships with prospective clients through consultative conversations
• Follow up on consultations and guide families through the decision-making process
• Clearly communicate the value of estate planning and elder law services
• Help clients feel confident, informed, and supported every step of the way
• Maintain consistent communication through phone, email, and text
• Manage your sales pipeline and client journey using CRM systems
• Partner closely with our attorneys and intake team to deliver an exceptional client experience
• Identify opportunities to improve client satisfaction and conversion rates
• Contribute directly to the continued growth of our firm

Qualifications

• 3+ years of experience in sales, client engagement, intake, or business development
• A consultative sales approach focused on relationships rather than transactions
• Exceptional communication and active listening skills
• Confidence discussing sensitive topics with compassion and professionalism
• Strong organizational and follow-up skills
• A results-driven mindset with personal accountability
• The ability to build trust quickly and authentically

Bonus Points

• If you have experience in estate planning, elder law, legal services, financial services, healthcare, or insurance
• If you have experience using CRM systems such as Clio, Smokeball, or similar platforms
• If you have previous law firm intake or client experience

Pay

Compensation & Benefits
Base Salary $60,000 annually
On-Target Earnings Up to $100,000+ through a generous performance-based bonus structure.
Comprehensive Benefits Include
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Long-Term Disability Coverage
401(k) with Employer Match
Paid Time Off
Hybrid Work Environment

Benefits

Professional Development & Growth Opportunities

About Company

At Kristine Romano Law, we help individuals and families plan for the future and navigate important life transitions with confidence. Our practice focuses on estate planning, probate administration, elder law, guardianships, and long-term care planning. We understand that clients often come to us during emotional and challenging times. Because of this, our team is committed to providing thoughtful legal guidance with professionalism, compassion, and clear communication. Our firm values a collaborative and respectful workplace where team members support one another and take pride in delivering high-quality service. We are dedicated to helping families protect what matters most while creating a positive and professional experience for every client we serve.