Client Intake and Sales Specialist
Job Description
Apply 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 Firm
Opportunity for growth
Client 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 Sales
Own and manage all incoming leads from initial contact through engagement
Qualify prospective clients and assess fit for firm services
Conduct consultative sales conversations to convert leads into clients
Clearly explain service options, scope, and next steps
Generate engagement agreements and assist with payment processing, including financing options when needed
Onboarding & Case Setup
Accurately document client information and interactions in firm systems
Complete intake workflows and open new matters in the Case Management System
Coordinate with internal teams to ensure timely case initiation
Ensure proper service alignment to minimize firm risk and liability
Client Experience & Follow-Up
Follow up with new clients
Re-engage prospective clients who did not initially move forward
Maintain relationships with past clients
Address client concerns and ensure a high level of satisfaction
Respond professionally to reviews and feedback
Administrative Support
Manage payment plans and collect outstanding balances
Maintain accurate, timely records of all communications and activities
Provide feedback to leadership on lead quality and process improvements
Client Intake and Sales Specialist Background Profile:
High school diploma or equivalent
Minimum 2 years of experience in:
Sales, client intake, or client-facing roles
OR a professional services environment (legal, healthcare, financial services, etc.)
Strong communication and interpersonal skills
Ability to follow structured processes and workflows (SOPs)
Comfortable with consultative sales and guiding client decisions
Preferred
Experience in a law firm environment
Probate and or estate planning experience
Familiarity with CRM or case management systems
Features and Benefits:
Dental
Vision
PTO
Bonus potential
Company Profile:
Law Firm
Opportunity for growth
Client 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 Sales
Own and manage all incoming leads from initial contact through engagement
Qualify prospective clients and assess fit for firm services
Conduct consultative sales conversations to convert leads into clients
Clearly explain service options, scope, and next steps
Generate engagement agreements and assist with payment processing, including financing options when needed
Onboarding & Case Setup
Accurately document client information and interactions in firm systems
Complete intake workflows and open new matters in the Case Management System
Coordinate with internal teams to ensure timely case initiation
Ensure proper service alignment to minimize firm risk and liability
Client Experience & Follow-Up
Follow up with new clients
Re-engage prospective clients who did not initially move forward
Maintain relationships with past clients
Address client concerns and ensure a high level of satisfaction
Respond professionally to reviews and feedback
Administrative Support
Manage payment plans and collect outstanding balances
Maintain accurate, timely records of all communications and activities
Provide feedback to leadership on lead quality and process improvements
Client Intake and Sales Specialist Background Profile:
High school diploma or equivalent
Minimum 2 years of experience in:
Sales, client intake, or client-facing roles
OR a professional services environment (legal, healthcare, financial services, etc.)
Strong communication and interpersonal skills
Ability to follow structured processes and workflows (SOPs)
Comfortable with consultative sales and guiding client decisions
Preferred
Experience in a law firm environment
Probate and or estate planning experience
Familiarity with CRM or case management systems
Features and Benefits:
Dental
Vision
PTO
Bonus potential
Job Requirements
Sales, Legal
Additional Information
dfwHR 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 dfwHR 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.
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Take your career to new heights in Cumming, Georgia! Nestled in the heart of Forsyth County, this vibrant community offers a perfect blend of charm and growth opportunities for job seekers. From the stunning views of Lake Lanier to the bustling Cumming Town Center, this area boasts a unique Southern charm that's hard to resist. Explore job opportunities near iconic landmarks like the Sawnee Mountain Preserve or enjoy the local cuisine at Jekyll Brewing. With easy access to art galleries, theaters, and parks, Cumming, GA is not just a place to work but a place to thrive. Dive into our job listings today and discover the career of your dreams in this enchanting Southern gem!