We are looking for an Intake Specialist / Marketing Coordinator to join our firm and work directly with the owner and attorneys to support the team and help our clients. In addition to base salary, we offer performance-based bonus packages. If this sounds like a great fit, apply today! Overview The Intake Specialist handles the Firm’s initial contact with potential new clients. The primary functions are to: • qualify and screen leads for type of law and conflict of interest • schedule and collect payment for initial consultations • initiate the pre-engagement glidepath, and (4) ensure all leads are properly directed through the intake funnel The MARKETING COORDINATOR’S primary functions are: • Following up with vendors • Measuring and monitoring conversion rates • Supporting with marketing planning • Booking appointments / calendaring • Glidepath / Communications with Clients/ Client Relations • Welcoming clients • Conducting Surveys, etc. • Organize company trips and handle travel itineraries • Perform other general office duties as requested $45,000 annual salary with opportunities for increase based on performance. Plus an opportunity for bonus compensation for those who can demonstrate their profitability. Responsibilities: Primary Responsibilities: 1.    Talk to leads and identify whether they are qualified leads by asking a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.2.    Screen out unqualified leads through a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.3.    Schedule qualified leads for initial consultations (sales calls).4.    Initiates the pre-engagement glidepath for all prospects scheduled for initial consultation to create/foster a sense of excitement and urgency about engaging the Firm and improving the “show up rate” for people showing up for initial consultations.5.    Be sure everyone who contacts the Firm for help is better off – whether by scheduling a consultation, making a referral to an appropriate firm or other contact, sharing free resources produced by the firm, or some other assistance.6.    Prepares salesperson with all the information needed for a successful conversation/consultation.7.    Prepares engagement agreements and follows up to ensure prospects sign the agreement and make the agreed payment.8.    Stay in contact with Leads who do not schedule consultations, PNCs who do not appear for their consult, and PNCs that do not sign up after their initial consultation to keep the door open for them to come in when they are ready.9.    Update the Firm’s databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics.10.    Request reviews from clients, conduct surveys11.    Follow up with Vendors, monitor and measure conversion rates, assist with marketing planning, etc.  Qualifications: EDUCATION EXPERIENCE REQUIRED • Prior customer service experience required • Education and/or work experience equivalent to a bachelor’s degree • Experience with a CRM, particularly data tracking and reporting, required • Knowledge of the legal industry is an asset • Real-life experience with a few “battle scars” to give you empathy and understanding is an asset. Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus • Strong written and verbal communication skills required • Organizational skills required REQUIRED LANGUAGES English Spanish Compensation: $45,000 annual salary

• Primary Responsibilities: 1.    Talk to leads and identify whether they are qualified leads by asking a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.2.    Screen out unqualified leads through a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.3.    Schedule qualified leads for initial consultations (sales calls).4.    Initiates the pre-engagement glidepath for all prospects scheduled for initial consultation to create/foster a sense of excitement and urgency about engaging the Firm and improving the “show up rate” for people showing up for initial consultations.5.    Be sure everyone who contacts the Firm for help is better off – whether by scheduling a consultation, making a referral to an appropriate firm or other contact, sharing free resources produced by the firm, or some other assistance.6.    Prepares salesperson with all the information needed for a successful conversation/consultation.7.    Prepares engagement agreements and follows up to ensure prospects sign the agreement and make the agreed payment.8.    Stay in contact with Leads who do not schedule consultations, PNCs who do not appear for their consult, and PNCs that do not sign up after their initial consultation to keep the door open for them to come in when they are ready.9.    Update the Firm’s databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics.10.    Request reviews from clients, conduct surveys11.    Follow up with Vendors, monitor and measure conversion rates, assist with marketing planning, etc.