Regional Intake Manager

The Lisinski Law Firm•Dallas, TX

3d•Onsite

About The Position

The Regional Intake Manager leads intake operations across multiple Lisinski Law Firm offices within an assigned region. This role develops Intake Managers and their teams to deliver a consistent, respectful, and responsive experience for prospective clients while meeting the Firm’s intake and conversion goals. The Regional Intake Manager uses performance and quality data, direct observation, and client feedback to improve consultations, address gaps between offices, and build capable leaders who sustain results as the Firm grows.

Requirements

Bachelor’s degree required or equivalent experience considered.
5-7 years of management experience in intake, sales, client service/experience, or related field, including at least 2 years in a multi-site or regional leadership role.
7-10 years of experience in intake, sales, client service/experience, or a related function, with demonstrated success improving results and service quality.
Demonstrated expertise in multi‑site sales leadership, including regional performance management, accountability, and results delivery across multiple locations.
Builds Effective Teams- Develops Managers who coach and support their teams, maintain consistent standards, and create accountability for performance and client experience across offices.
Strategic Mindset- Uses regional performance trends, quality findings, and client feedback to prioritize improvements that support the Firm’s goals and a consistent intake experience.
Drives Results- Improves conversion and operational performance while maintaining high standards for consultation quality, timely follow-up, and the prospective client experience.
Manages Complexity- Balances the needs of multiple offices, leaders, prospective clients, and cross-functional partners while applying consistent operational and quality standards.
Communicates Effectively- Sets clear expectations, gives constructive coaching, and communicates with empathy and clarity when addressing team performance or client concerns.
Strong analytical ability to interpret conversion, quality, responsiveness, and client feedback data, identify root causes, and measure the impact of regional improvements.
Working knowledge of CRM and telephony platforms to monitor intake activity and documentation
Working knowledge of conducting office visits and operational assessments to evaluate leadership effectiveness, performance drivers, and execution consistency.

Nice To Haves

Experience with Salesforce and Amazon Connect preferred.

Responsibilities

Lead, coach, develop and hold accountable Managers across multiple office locations, establishing clear expectations for intake results, consultation quality, and client experience.
Review regional conversion, consultation quality, responsiveness, and client experience measures to identify trends, understand root causes, and implement improvements across offices.
Develop Managers as people leaders and coaches, equipping them to reinforce effective intake practices, provide actionable feedback, and address performance or service concerns promptly.
Conduct structured one-on-one meetings with each Manager to review office performance, client and team feedback, quality findings, and leadership development priorities.
Visit regional offices on a consistent basis, observe consultations, and engage with frontline team members to assess the prospective client experience, operational practices, and team culture firsthand.
Partner with VP of Intake on regional performance priorities, performance reporting, staffing needs, and initiates that strengthen both intake outcomes and service quality.
Partner with Quality Assurance and Training teams to establish consistent consultation standards, reinforce training, and use quality reviews to improve accuracy, empathy, and clarity in client interactions.
Lead regional hiring efforts for Manager and Specialist roles applying Gold Standard criteria and building a talent pipeline with strong coaching, service, and intake capabilities.
Support new office openings by partnering with cross-functional teams on staffing, training, service standards, and a successful operational and performance ramp.
Recognize and develop strong performers, coach team members with performance gaps, and address persistent issues in conversion, consultation, or client experience.
Ensure consistent intake processes, timely follow-up, accurate CRM documentation, Quality Assurance adherence, and appropriate escalation of client concerns across regional offices.