V104 - Client Engagement Specialist

About this role

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Job Description:

A growing Family Law Firm based in Orange County, California, is seeking an experienced   Client Engagement Specialist   to serve as the first point of contact for prospective clients and drive the firm’s client acquisition efforts.  

This is a   high-level sales and client engagement position , not a traditional administrative intake role. The ideal candidate will be responsible for guiding prospective clients through the consultation and retention process, building trust during emotionally sensitive situations, and converting qualified leads into retained clients.

Schedule:   Monday to Friday 9:00 AM - 5:00 PM PST Monthly Compensation: 1,142 to 1,220 USD

Responsibilities include, but are not limited to:

• Clearly communicate the value of the firm’s legal services

• Maintain organized lead pipelines and communication schedules  

• Maintain accurate records within CRM and firm systems  

• Serve as the primary point of contact for prospective clients (PNCs)

• Conduct initial consultations and discovery conversations with leads

• Gather relevant information regarding potential legal matters

• Conduct consistent and strategic follow-up with prospective clients

• Facilitate a seamless transition from prospect to client

• Guide prospective clients through the consultation and retention process

• Manage the complete sales cycle from initial inquiry through retention

Requirements:

• 3+ years of experience in:   Sales, Intake, Client Success  or Business Development  

• Experience converting prospects into paying clients or customers

• Strong customer service background

• Experience working in high-emotion or consultative environments preferred  

Work Shift:

Languages:

English Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.

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