Client Intake Specialist
At a glance
Mid-level role at SMB Team. Remote, United States · full-time · $50,000–$60,000 base.
remoteroles summary, based on the employer's posting.
What you'll do
- Answer prospective clients’ phone inquiries quickly and professionally, then stay in touch through calls, email and text
- Understand each person’s needs and explain relevant family law services to help them decide on next steps
- Keep lead and client records accurate, protect their information and guide new clients through onboarding
- Track your results and share progress with the team while working toward conversion goals
What you bring
- You have prior sales experience, ideally in professional services or a law firm
- You bring strong computer and data-entry skills, with confident phone communication and clear email writing
- You can listen with empathy, handle objections and guide calls toward a decision
- You have a high school diploma or equivalent, office experience and a self-directed approach to work
Who this fits
This role suits someone who is comfortable turning qualified inquiries into retained clients and staying accountable to conversion goals. You can work remotely, from the Orange office or on a hybrid schedule.
From the employer
Do you consistently convert leads into retained clients? Do you want a new challenge that rewards your efforts? Do you epitomize “speed to the lead”?
If you answered "yes" to these questions, keep reading.
Step into a rewarding career as a Client Intake Specialist for our family law firm client in Orange, California. Be a trusted guide for clients during life-changing moments, while shaping the growth of a respected law firm. Enjoy a constant flow of qualified leads—no cold calling—thanks to innovative marketing and supportive leadership. Use your people skills to make a meaningful difference and be recognized for your achievements with uncapped earning potential and clear paths for success.
If you’re driven to help others, want to build a fulfilling career, and thrive in a collaborative, energetic environment, we want to meet you.
WHAT'S IN IT FOR YOU?
⚖️ Join a prestigious, in-demand family law firm where your contributions are valued and your growth is supported.
📍 Work from home, at our office in Orange, California, or choose a hybrid schedule—enjoy the flexibility that fits your life.
💰 Enjoy a competitive $60,000 base salary, unlimited earning potential with uncapped performance bonuses, and regular reviews that reward your achievements.
🚫 Absolutely no cold calling—focus your talents on qualified, interested clients only.
What you will do
- Be the first friendly voice our clients hear. Respond to phone inquiries promptly and professionally, making every interaction count.
- Build genuine connections by engaging leads consistently through calls, emails, and texts.
- Listen actively to understand each client’s needs and recommend tailored solutions from our family law services.
- Celebrate your results, track your success, and regularly share progress with the team.
- Showcase the unique value of our firm, helping clients see why we’re the right choice for their family law needs.
- Stay organized and efficient by maintaining accurate records and following proven sales strategies.
- Guide clients through the onboarding process, making it easy for them to get started with clear explanations and support.
- Keep client information secure and up to date in our modern digital systems.
- Set high standards for yourself and be rewarded for consistently exceeding quotas.
What success looks like
- Strive to obtain and sustain a minimum average 35% conversion rate.
- Streamline sales processes that produce new clients for the law firm.
- Accolades received by clients.
- No leads fall through the crack.
Pursuant to California regulation, the annual salary range for this position is $50,000 to $60,000, contingent on relevant experience and education, and includes eligibility for performance-based bonuses.
Requirements
- Possesses previous sales experience, preferably in a professional services or law firm setting
- Has superior computer skills and data entry abilities
- Ability to handle objections with compassion and skill
- Articulate with advanced communication skills by phone and email drafting
- Exhibits active listening with genuine empathy, but maintaining absolute, authoritative control of a phone call to guide potential clients to a financial and legal solution
- Displays a high level of personal accountability
- High School Diploma or its equivalent, office work experience, and a self-directed work ethic
Benefits
401(K), PTO
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