Virtual Sales Team Leader

The Virtual Intake Specialist Team Leader assists, train and support Intake Specialist Team members to ensure they are achieving the goals and do correctly our processes. Performs the initial virtual or video consultation with our clients to determine which of our services best fits their specific situation. This role involves gathering information, assessing client needs and ensuring a smooth entry into the firm. The Virtual Intake Specialist plays a crucial role in providing excellent customer service and supporting the firm’s operational efficiency.  

Essential Job Functions & Responsibilities 

• Learn, memorize, and research the case types we offer at the firm based on Attorney’s guidelines 

• Assists, train and support Intake Specialist Team members

• Assess the potential client’s situation and initiate a  potential case type based on the Attorney’s direction, training, FAQ documents, and other communications 

• Update and create client information in case management system including follow-up events, notes, and payment information 

• Review case pricing with clients and determine their best payment option to start a potential case type 

• Utilize the Attorney’s approved ethical sales scripts to convert potential leads into admitted clients 

• Convert potential leads into clients based on the benefits and values of each case type 

• Schedule and follow up with all leads that have potential case types to clarify information, answer questions, and encourage engagement with the firm 

• If eligible, based on client’s initial down payment, this individual is responsible for scheduling the sign-up appointment 

• Responsible for sending contracts to clients prior to down payment 

• Provide initial assistance  with escalating or handling phone calls from dissatisfied clients or clients requesting additional information 

Essential Skills, Knowledge & Abilities 

• Possess excellent bilingual (English and Spanish) interpersonal and communication skills, both written and verbal 

• Leadership and decision-making skills

• World-class customer service skills 

• Proven ability to meet deadlines and time manage themselves 

• Impeccable organizational skills and attention to detail 

• Strong problem-solving skills 

• Proficient with Microsoft Office Suite or related software 

Minimum Qualifications 

• Bilingual (Spanish English) B2-C1 

• Proficient with Microsoft Office Suite or related software 

• High School Diploma or equivalent experience 

• Leadership experience
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Schedule: Tuesday to Friday 1pm-10pm EST & Saturday 8am-5pm EST

Pay rate $7/hr + Commissions 40 hrs per week.