Intake Sales Manager

Gomez Law, APCLos Angeles, CA
Hybrid

About The Position

We are seeking a motivated and results-driven Intake Sales Manager to join our growing team. In this pivotal role, you'll be responsible for managing our client intake process and leading a team of intake specialists to maximize conversion rates and ensure exceptional client experience from first contact. Our firm currently receives 400-800 leads per month in which we have a grading scale for priority, as well as numerous automations and workflows to assist the team in hitting their goals.

Requirements

  • 3+ years of sales management experience, preferably in a legal or professional services environment.
  • Previous Position of management of 2 or more employees.
  • Proven track record of meeting or exceeding sales targets.
  • Experience with Lawmatics & Clio (or similar CRM and Case Management Tools)
  • Strong analytical skills and data-driven decision making.
  • Excellent communication and leadership abilities.

Nice To Haves

  • Bachelor's degree preferred but not required for candidates with exceptional experience.

Responsibilities

  • Lead and develop the intake team to achieve departmental KPIs and conversion targets (qualified leads, conversion rate, signups)
  • Utilize Lawmatics CRM and reporting systems to track performance metrics and optimize the intake process.
  • Analyze intake data to identify trends and opportunities for process improvement.
  • Manage the sales pipeline from initial inquiry to signed client.
  • Train and mentor intake specialists on effective consultation techniques.
  • Personally handle high-value potential client consultations.
  • Generate comprehensive performance reports for leadership.

Benefits

  • 401(k)
  • Flexible schedule
  • Health insurance
  • Paid time off
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