Client Relations Sales Specialist

Safe Harbor Estate Law•Little Canada, MN

1d•Onsite

About The Position

The Client Relations Specialist (CRS) focuses on building strategic referral relationships and converting potential clients through outreach, networking, follow-ups, and sales meetings, while also reinforcing the firm’s values and maintaining connections with former clients. The CRS builds relationships with referral sources via various outreach activities, networking events, and follow-up campaigns, communicating the values and culture of our firm. Another primary goal is to convert potential clients to clients through sales meetings and follow-up, including Care Calls to former clients. In addition to the hourly rate, this position earns monthly bonuses based on sales. Primary responsibility is nurturing professional contacts to develop and grow the firm’s referral network and increase quality referrals. Conduct sales conversations with prospective new clients (PNCs) to sell legal services and follow up if they did not hire. Schedule, coordinate, and attend marketing speaking engagements to educate referral sources and potential clients. Input and maintain data integrity in CRM. Get to know VIP contacts on a personal level to assist the team in meeting their needs and curating custom gifts. Overall strategy to increase and enhance referral partnerships. Overall responsibility for the client Care Call strategy and implementation. Use creativity and foresight to spot opportunities for improvement and further growth in nurturing and cultivating client relationships. Identify and cultivate new target markets. Improve pre-engagement glide paths for PNCs. Track and maintain metrics for the Owner re: conversions of Lead to consult, the percentage of scheduled consults that show up, show up to Client, referral sources, and other key performance indicators (Marketing & Conversion Spreadsheet).

Requirements

High school diploma required
2+ years' experience leading teams in sales or development
Experience in training junior sales personnel on how to improve
Experience with CRM
Exceptional communication and presentation skills, written and verbal, in order to express technical and non-technical concepts clearly and concisely
Excellent organizational skills to meet goals and set priorities
Proactive, organized, and able to handle work under stressful and uncertain environments

Nice To Haves

A four-year degree from an accredited college or university is preferred

Responsibilities

Building strategic referral relationships
Converting potential clients through outreach, networking, follow-ups, and sales meetings
Reinforcing the firm’s values and maintaining connections with former clients
Building relationships with referral sources via various outreach activities, networking events, and follow-up campaigns
Communicating the values and culture of the firm
Converting potential clients to clients through sales meetings and follow-up, including Care Calls to former clients
Nurturing professional contacts to develop and grow the firm’s referral network and increase quality referrals
Conducting sales conversations with prospective new clients (PNCs) to sell legal services and follow up if they did not hire
Scheduling, coordinating, and attending marketing speaking engagements to educate referral sources and potential clients
Inputting and maintaining data integrity in CRM
Getting to know VIP contacts on a personal level to assist the team in meeting their needs and curating custom gifts
Developing and implementing an overall strategy to increase and enhance referral partnerships
Overseeing the client Care Call strategy and implementation
Identifying opportunities for improvement and further growth in nurturing and cultivating client relationships
Identifying and cultivating new target markets
Improving pre-engagement glide paths for PNCs
Tracking and maintaining metrics for the Owner re: conversions of Lead to consult, the percentage of scheduled consults that show up, show up to Client, referral sources, and other key performance indicators