Client Relations Specialist

This is an on-site role in Pittsford, NY.

No relocation assistance is provided.

Do you love talking to people and selling a product you believe in? We’re growing our team and looking for a driven inside sales representative ready to take the next step in their career. You’ll work on prospecting and persuading qualified leads further down the sales funnel. If you’re looking to maximize your earning potential, start your application today!

$50,000 Salary plus quarterly bonuses

Client Intake & Qualification: 

• Respond to inbound inquiries (calls, emails, web forms) promptly and professionally. 
• Collect essential potential new client (PNC)/client information, including case details, and accurately enter it into the firm’s CRM or case management system (Lawmatics). 
• Pre-screen potential clients to determine if their legal needs align with the firm’s practice areas and jurisdictions. 
• Explain the firm's services, pricing, and processes to prospective clients. 

Sales & Lead Conversion: 

• Use consultative sales techniques to convert qualified leads into scheduled consultations. 
• Proactively follow up with leads to ensure a high show rate for consultations. 
• Track and manage leads through each stage of the sales funnel, ensuring no opportunities are missed. 

Appointment Scheduling: 

• Schedule consultations based on client needs and CRM availability. 
• Coordinate follow-ups and ensure potential clients receive necessary communication. 

Customer Service: 

• Provide excellent customer service by addressing any concerns, answering client questions, and ensuring they feel supported throughout the intake process. 

Administrative Duties: 

• Maintain accurate and up-to-date records of all client interactions in the firm’s database. 
• Generate daily, weekly, and monthly reports on lead activity, show, and conversion rates. 
• Collaborate with Client Relations Managers and administrative staff to ensure smooth transitions from intake to case management. 

• Previous experience in sales, customer service, or client intake roles, ideally within a legal environment, is required.
• Excellent communication skills and the ability to build strong relationships with clients are essential.
• Knowledge of legal services, terminology, or prior work experience in a law firm would be advantageous.
• Must be adept at multitasking, prioritizing tasks, and managing time effectively.
• Proficiency in CRM software, case management systems, and the Microsoft Office Suite is necessary.
• Attention to detail and strong organizational skills are crucial for this role.
• Ability to handle confidential information with discretion is a must.
• A self-motivated individual with a goal-oriented approach will excel in this position.
• A valid driver's license is a requirement.