Onboarding Specialist

Crisp Recruit•College Station, TX

22d•Onsite

About The Position

The Greening Law Group is a distinguished criminal defense firm with a robust presence across Texas, including notable offices in College Station and Waco. Our practice is dedicated to defending citizens with a commitment that combines legal expertise with genuine compassion. Led by Board Certified attorney Craig Greening, our team is renowned for its unwavering dedication to protecting clients’ rights and securing favorable outcomes in high-stakes cases. With over 20 years of experience, Craig Greening has nurtured a team that deeply understands the challenges our clients face during their most difficult times. Our firm’s ethos is captured in our precision, strategic thinking, and the personalized care we offer to each individual case. From criminal defense to appeals, our comprehensive practice areas ensure that clients receive top-tier representation no matter their circumstances. The Onboarding Specialist at The Greening Law Group is an essential role charged with managing initial client interactions, ensuring every prospective client is given the attention and urgency they deserve. This position is key in supporting the firm’s mission of delivering swift and decisive legal representation, serving as the first point of contact and setting the tone for impactful client engagements. As a frontline representative, the Onboarding Specialist will have a direct impact on both client experiences and the firm’s growth trajectory.

Requirements

Sales Acumen: Proven experience in B2C phone sales with a strong track record of meeting and exceeding sales targets.
Technological Proficiency: Skilled in CRM systems and automation tools, with the ability to improve and implement lead processes. Build/optimize lead stages, automated follow-up sequences, templates, dashboards, and weekly KPI reviews.
Communication Excellence: Outstanding verbal and written communication skills, adept at crafting persuasive messages.
Financial Conversancy: Comfortable discussing financial commitments with prospective clients, ensuring alignment with service offerings.
Self-Driven Maturity: High-functioning, motivated individual capable of working independently without constant supervision.
Strategic Innovation: Ability to introduce creative approaches to enhance client acquisition and retention strategies.

Responsibilities

Lead Pipeline Management: Oversee approximately 150 inbound leads per month, ensuring timely and effective follow-up.
Client Qualification: Assess prospective clients swiftly, emphasizing their ability to engage our services and arrange consultations.
Closing Expertise: Utilize persuasive communication to secure client retainers, targeting a goal of 20 new clients monthly.
Responsive Communication: Remain accessible during weekends and evenings to manage inquiries and schedule consultations effectively. Same-day response SLA; weekend coverage rotation; evening responsiveness when leads come in.
System Optimization: Audit and enhance existing systems for lead management, reducing manual processes and implementing effective automations.
Strategic Messaging: Develop compelling communication materials to drive client engagement and conversion.
KPI Tracking: Maintain detailed records of conversions and report progress towards monthly and quarterly targets.
Collaborative Engagement: Coordinate with legal teams and external partners to optimize lead quality and intake processes.
Reactivation: follow up on aged leads (30–180 days) to recover missed opportunities.

Benefits

Direct Impact: Play a crucial role in influencing firm revenue and be recognized for your contributions.
Autonomy and Growth: Enjoy the freedom to innovate and improve client intake processes, driving meaningful change.
Flexible Scheduling: Flexibility is supported as long as coverage + SLAs are consistently met. Preferred: in-office (College Station).
Leadership Exposure: Collaborate closely with firm leadership, gaining insights into strategic decision-making processes.
Competitive Compensation: Base salary with a generous bonus structure tied to performance targets. Performance-heavy comp (base + uncapped performance bonus/incentives) for high producers.
Health and Wellness: Access to comprehensive health insurance plans and wellness programs.
Work-Life Balance: Paid time off and flexible hours that support personal time and commitments.
Professional Development: Opportunities for career growth through mentorship and internal training programs.

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