theadvocates
Head of Intake & Evaluation
Seattle, WA
Sponsorship not specifiedDetected 23 days ago
Customer SupportLeadershipCommunicationMentoring
About the role
- A client's first 90 days determine whether they become a long-term client.
- We want someone who cares deeply about the customer journey and understands how important it is to know both the pain points and value adds from the customer's perspective.
Responsibilities
- Lead and unify three connected teams-front-end, intake, and case evaluation - into a single, seamless client experience
- Own the intake process end to end, including response-time standards, follow-up cadences, template quality, and the overall feel of becoming a client at The Advocates
- Lead, coach, and develop a team of roughly 25 (Direct reports would include the managers of this group - starting with three managers)
- Monitor and continuously improve key pipeline metrics, including lead response time, time-to-sign, cycle times, and client retention through the first 90 days
- Partner closely with firm leadership and the legal departments to keep the pipeline converting while ensuring the right cases move forward
- Comfort with data-identifying where leads stall, where cases bottleneck, and where the client experience breaks down, then acting on it
Requirements
- The Pacific Northwest branch, headquartered in Seattle, WA, is looking for a Head of Intake & Evaluation to lead the teams that shape a client's very first experience with the firm.
- Our Ideal Candidate
- This requires the ability to quantitatively and qualitatively evaluate the team's process to push forward improvement initiatives.
Skills
- Strong people leadership-including coaching teams through difficult client conversations and holding consistently high standards
- Excellent communication- setting expectations with clients during a stressful, high-stakes moment in their lives
- Managing priorities-quickly changing priorities across multiple teams and independently identifying the highest-impact work
- Experience managing teams of 15 or more in a high-volume intake or client-services environment (required)
- A background that blends operations with sales or client-acquisition experience (required)
- Experience and Professional Background
Benefits
- Direct the evaluation team that investigates signed cases, gathers early evidence, coordinates clients' early medical care, and manages initial case administration and billing
Company info
- The Advocates are a rapidly growing personal injury law firm with branches across the United States.
- We are dedicated to representing victims of accidents with professionalism and respect.
- Our team genuinely cares about and has empathy for the people who seek our help, and we are driven to get them the best results possible.
- Initially reporting to executive leadership, you would own the client's first 90 days - from the moment a lead first contacts us, through a signed contract, early case investigation, and a clean handoff to our pre-litigation or litigation teams.
- You would lead a group of roughly 25 people from our customer service, sales, and attorney teams, all of whom share a genuine dedication to supporting our clients throughout their recovery journeys.
- We are looking for a leader who treats intake and evaluation as a revenue-critical operation reliant upon excellent customer experience.
- Consistent, data-informed evaluation of our cases in their first 90 days ensures that the firm is investing its resources in the right cases and delivering on our customer promise.
- A perfect fit is equally comfortable digging into the data as they are coaching a team member through a difficult client conversation.
- Above all, they lead with warmth and urgency in equal measure-because this role touches every new client the firm takes on.
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