Sales Agent and Intake Agent

A Krasno Krasno and Onwudinjo Sales and Intake Representative acts as the initial point of contact for potential new clients and is primarily responsible for converting qualified leads into paying clients by building rapport, explaining the KKO values, and managing the early stages of the client relationship.

Key Responsibilities:

• Lead Management & Conversion: Promptly monitor and respond to all potential client inquiries (phone calls, emails, web forms, chats), with the primary goal of converting them into signed clients.
• Initial Client Contact & Rapport Building: Serve as the "voice" of the firm, creating a positive, empathetic, and professional first impression to build trust with individuals often navigating a difficult situation.
• Case Qualification & Screening: Conduct detailed initial interviews to gather essential case facts and assess whether the potential case aligns with the firm's practice areas and criteria for representation.
• Sales-Driven Client Onboarding: Confidently communicate the value of the firm's services, overcome objections, discuss fee structures, and guide potential clients through the process of signing retainer agreements and collecting initial payments.
• CRM & Data Management: Accurately track all lead interactions, communication notes, and case statuses in the KKO Client Relationship Management (CRM) system or case management software, ensuring no leads fall through the cracks.
• Scheduling & Follow-up: Schedule consultations between qualified leads and attorneys/paralegals, and conduct aggressive, timely follow-ups with potential clients who have not yet committed to ensure movement through the pipeline.
• Performance Tracking: Monitor and report on key metrics such as conversion rates, lead sources, and overall intake performance to help drive business growth and optimize strategies.
• Collaboration: Work closely with the marketing team on lead generation strategies and coordinate seamlessly with the legal team (attorneys, paralegals) for a smooth client handoff once the case is retained.

Qualifications & Skills

• Experience: Proven sales, customer service, or intake experience (legal industry experience is often preferred, but strong sales background in other high-touch industries is also valued).
• Communication: Excellent verbal and written communication skills, with a high level of listening skills and the ability to be both empathetic and confidently assertive.
• Results-Oriented Mindset: A proactive, persistent, and results-driven attitude with the ability to meet and exceed performance goals and metrics.
• Technical Proficiency: Comfort with CRM systems, data entry, and standard office applications (MS Office) is required.
• Organization: Strong organizational and time-management skills to handle a high volume of inquiries, appointments, and follow-ups.
• Attributes: High energy, a positive attitude, attention to detail, and a commitment to maintaining strict client confidentiality are essential.

Job Type: Full-time

Pay: From $41,600.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Work Location: Remote