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V104 - Client Engagement Specialist

Role overview

Qualifications

  • 3+ years of experience in Sales, Intake, Client Success or Business Development
  • Experience converting prospects into paying clients or customers
  • Strong customer service background
  • Experience working in high-emotion or consultative environments preferred

Responsibilities

  • Clearly communicate the value of the firm’s legal services
  • Maintain organized lead pipelines and communication schedules
  • Maintain accurate records within CRM and firm systems
  • Serve as the primary point of contact for prospective clients

Key facts

Other skills

  • Sales
  • Consulting
  • Customer Service
  • Consultative Approaches
  • Communication
  • Relationship Building

About the company

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Job Duck

Staffing & Recruiting

We help incredible people find amazing careers working from home for a United States-based business.

Company details

Company typeSME
IndustryStaffing & Recruiting
Company size201 - 500

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Job description

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!

Job Description:

A growing Family Law Firm based in Orange County, California, is seeking an experienced Client Engagement Specialist to serve as the first point of contact for prospective clients and drive the firm’s client acquisition efforts. 

This is a high-level sales and client engagement position, not a traditional administrative intake role. The ideal candidate will be responsible for guiding prospective clients through the consultation and retention process, building trust during emotionally sensitive situations, and converting qualified leads into retained clients.

Schedule:  Monday to Friday 9:00 AM - 5:00 PM PST

Monthly Compensation: 1,142 to 1,220 USD

Responsibilities include, but are not limited to:

  • Clearly communicate the value of the firm’s legal services
  • Maintain organized lead pipelines and communication schedules 
  • Maintain accurate records within CRM and firm systems 
  • Serve as the primary point of contact for prospective clients (PNCs)
  • Conduct initial consultations and discovery conversations with leads
  • Gather relevant information regarding potential legal matters
  • Conduct consistent and strategic follow-up with prospective clients
  • Facilitate a seamless transition from prospect to client
  • Guide prospective clients through the consultation and retention process
  • Manage the complete sales cycle from initial inquiry through retention

Requirements:

  • 3+ years of experience in: Sales, Intake, Client Success or Business Development 

  • Experience converting prospects into paying clients or customers

  • Strong customer service background

  • Experience working in high-emotion or consultative environments preferred 

Work Shift:

Languages:

English

Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
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