Client Intake & Sales Specialist

About the role

Apply now for the opportunity to join a growing law firm in Cumming, Georgia as a Client Intake & Sales Specialist on a Direct Hire basis. This position is ideal for a client-focused sales professional who can confidently guide prospective clients through a structured intake and sales process while delivering an empathetic and professional experience.

Responsibilities

• Own and manage incoming leads from initial contact through engagement
• Conduct consultative B2C sales conversations with prospective clients
• Follow established intake questions, processes, and SOPs to properly qualify prospective clients
• Identify client needs and determine whether they align with services offered by the firm
• Clearly explain available services, pricing, scope, and next steps
• Generate and send engagement agreements through the firm’s CRM system
• Assist prospective clients with payment processing and available financing options
• Follow up with prospective clients who do not immediately move forward
• Recognize when additional guidance is needed and appropriately escalate questions rather than providing legal advice
• Accurately document client information, conversations, and activities within the CRM
• Confirm receipt of signed engagement agreements and required payments
• Send new client intake documentation
• Review completed intake information and coordinate the client’s initial meeting with the legal team
• Complete intake workflows and assist with opening new matters
• Coordinate with internal teams to ensure timely transition from sales and intake to the legal team
• Maintain accurate documentation throughout the intake and onboarding process
• Provide an empathetic, professional experience to individuals who may be navigating sensitive or difficult circumstances
• Balance empathy with the ability to maintain professional boundaries and follow firm processes
• Re-engage prospective clients who did not initially move forward
• Maintain relationships with past and prospective clients
• Address client concerns professionally and appropriately
• Respond professionally to reviews and feedback
• Communicate clearly when additional information is needed before moving a prospective client forward
• Maintain accurate and timely records of client communications and sales activity
• Follow established SOPs and structured workflows
• Participate in regular team check-ins and utilize available resources when questions arise
• Manage payment plans and assist with outstanding balances
• Provide feedback regarding recurring client questions, lead quality, and opportunities to improve the intake process
• Meet established sales and intake performance expectations

Requirements

• High school diploma or equivalent
• Minimum 2 years of experience in sales, client intake, customer-facing sales, or a similar client-facing position
• B2C sales experience strongly preferred
• Consultative sales experience with the ability to ask qualifying questions and guide clients through a decision‑making process
• Strong verbal and written communication skills
• Ability to follow established SOPs, instructions, and structured workflows
• Strong judgment and willingness to ask questions or escalate when additional information is needed
• Coachable, dependable, and receptive to feedback
• Ability to work within established processes without overstepping the scope of the position
• Comfortable working with clients who may be dealing with sensitive or emotional circumstances
• Ability to document conversations and activities accurately within a CRM
• Strong follow‑up and organizational skills
• Preferred experience within a law firm or professional services environment
• Probate and/or estate planning exposure
• Familiarity with CRM or case management systems

Benefits

• Firm‑paid dental insurance
• Firm‑paid vision insurance
• Firm‑paid life insurance
• Firm‑paid short‑term disability
• PTO
• Bonus potential