Crisp Recruit
Intake/Sales Manager
Gadsden, AL
Sponsorship not specifiedDetected 20 days ago
CRMSalesExcelLeadershipCommunicationCollaboration
About the role
- Do you excel at guiding prospective clients through a thoughtful, empathetic intake experience?
- Do you thrive in a role where follow-through, active listening, and client care are key to success?
- Our team is committed to helping clients throughout Alabama achieve favorable outcomes while minimizing the emotional toll of legal proceedings.
Responsibilities
- Client Intake & Evaluation Support: Connect with qualified prospective clients by phone, listen carefully to their situation, and guide them through the firm's free case evaluation process.
- Client Journey Ownership: Maintain ownership of the prospective client experience from evaluation through retainer coordination, onboarding, and warm handoff to the legal team.
- Retainer & Payment Coordination: Help prospective clients understand next steps and support the administrative process for retainer agreement completion and payment-plan setup in a professional and compliant manner.
- Follow-Up Management: Build and maintain a consistent follow-up process so prospective clients receive timely communication and no opportunity falls through the cracks.
- CRM & System Management: Accurately document calls, outcomes, notes, and next steps using Clio, Empirical, and related AI transcription tools.
- Client Evaluation & Compliance: Maintain clear legal and ethical boundaries by conducting free case evaluations, not legal consultations, and by ensuring no legal advice is provided.
- Phone-Based Client Communication: Strong ability to build rapport, listen actively, explain next steps clearly, and guide prospective clients through sensitive conversations by phone.
- Communication Skills: Ability to build trust and communicate naturally with Alabama-based clients and small-town communities.
- Are you a client-focused professional who can build trust quickly over the phone?
- Maintain ownership of the prospective client experience from evaluation through retainer coordination, onboarding, and warm handoff to the legal team.
Requirements
- Relationship-Based Client Experience: Proven success in a client-facing role where you helped people make informed decisions about important services, payment options, or next steps.
- Experience in premium services, client intake, hospitality, real estate, or other trust-based environments is helpful.
- Active Listening: Exceptional ability to listen and respond to client needs effectively.
- With over 15 years of experience, Attorney Christopher Word has built a reputation for being both a fierce advocate and a compassionate ally in the courtroom.
- Known for our empathetic approach and detailed case management, we pride ourselves on our ability to guide clients through complex legal landscapes with dignity and respect.
Skills
- Why you should work here:
- Close Collaboration: Work directly with the owner, influencing firm growth and process improvements.
- Competitive
- Proficient with CRM systems and AI tools for streamlined client management.
Compensation
- Includes a competitive base salary with compliant KPI-based bonus opportunities tied to intake quality, timely follow-up, documentation, onboarding completion, and other firm-approved performance metrics.
Benefits
- Compensation, bonus structure, benefits, and other role details will be discussed during the interview process.
Company info
- What we're looking for:
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This listing is sourced directly from Crisp Recruit's careers page and normalized into a canonical job model.