Lisinski LAW Firm

Intake Specialist - Pasadena

Pasadena, CA

Sponsorship not specifiedDetected 20 days ago

SalesforceCRMSalesBusiness DevelopmentAccountingLeadershipProblem SolvingMicrosoft Office

About the role

The Intake Specialist is the frontline revenue driver of Lisinski Law Firm's Business Development organization and a direct embodiment of the Firm's mission to change lives through access to justice.
Every prospective client who schedules a consultation deserves to be met with professionalism, empathy, and confidence-guided by a skilled specialist who can help them make an informed decision about their legal future.
This is a consultative sales role that blends compassion with accountability.

Intake Specialists build trust, assess client needs, and clearly communicate the value of the Firm's services, recognizing that converted qualified clients is not transaction-it is the means by which the firm fulfills its purpose.
Maintain consistent, structured follow-up with all open leads - by phone, text, or email - to answer questions, address concerns, and move prospects toward a decision.
Manage the full consultation-to-conversion workflow: conduct the consultation, confirm eligibility, review pricing, collect an initial down payment (when applicable), schedule the sign-up appointment, and send the client contract.
Maintain accurate and timely records of all consultations, dispositions, and follow-up activities in the firm's CRM (Litify/Salesforce) and telephony platform (Amazon Connect).
Continuously build knowledge of immigration case types, the sales framework, and consultative selling skills.
Collaborates- Partners appropriately with managers and teammates for approved exceptions, training, and alignment without over-reliance on escalation.
Instills Trust- Builds credibility and rapport quickly by demonstrating empathy, transparency, and consistency in representing the Firm's mission and services.

Navigate pricing concerns, hesitation, and resistance with confidence and empathy using the firm's selling framework.
Involve a manager for approved exceptions only.
Learn, memorize, and stay current on all case types offered by the firm based on attorney guidelines and training.
Follow up relentlessly.

How You'll Benefit Lisinski Law Firm provides a comprehensive benefits package that supports the diverse needs of our employees and their families.
We recognize the importance of health and well-being and are committed to fostering an environment where every team member can feel and perform at their bes t.

Our Values At Lisinski Law Firm, we are driven by a client obsessed mindset and a commitment to learning, advocacy, efficiency, and nimbleness in everything we do.

This listing is sourced directly from Lisinski LAW Firm's careers page and normalized into a canonical job model.