Client Relations Sales Associate

Job Description

REQUIREMENTS

• 5+ years of consultative sales experience (legal sales experience preferred)
• Demonstrated ability to manage a client pipeline and meet conversion goals
• Proficiency with CRM platforms; experience with Clio and Lawmatics strongly preferred
• Proficiency with Microsoft Excel and Office 365
• Meticulous attention to detail with a commitment to accurate record keeping
• Strong interpersonal and communication skills; consultative, empathetic approach
• Experience creating or maintaining standard operating procedures (SOPs)
• Self-motivated and organized with the ability to work independently in a remote setting
• Experience in a law firm or professional services environment is a plus

RESPONSIBILITIES

• Conduct consultations with prospective clients to understand their legal needs and explain how the firm can help
• Guide prospects through the intake, consultation, and onboarding process
• Maintain consistent follow-up to move prospects through the pipeline
• Convert assigned PNCs into retained clients and contribute to team conversion goals
• Conduct offboarding communications with clients upon matter completion/termination, ensuring a professional and positive close to the client relationship
• Maintain accurate and up-to-date records for all prospective clients in the firm’s systems
• Collaborate with other members of the client relations team, marketing team and legal team to ensure a seamless client experience from intake through onboarding
• Track performance metrics related to lead conversion and client satisfaction using CRM tools

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