Intake Specialist jobs in United States
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Gomez Law, APC · 9 hours ago

Intake Specialist

Gomez Law, APC is a growing real estate law firm in Los Angeles, California, seeking a motivated Intake Sales Manager to enhance their client intake process. The role involves managing a team of intake specialists, maximizing conversion rates, and ensuring exceptional client experiences from initial contact.

Law Practice

Responsibilities

Lead and develop the intake team to achieve departmental KPIs and conversion targets (qualified leads, conversion rate, signups)
Utilize Lawmatics CRM and reporting systems to track performance metrics and optimize the intake process
Analyze intake data to identify trends and opportunities for process improvement
Manage the sales pipeline from initial inquiry to signed client
Train and mentor intake specialists on effective consultation techniques
Personally handle high-value potential client consultations
Generate comprehensive performance reports for leadership

Qualification

Sales managementLawmaticsCalifornia Real Estate LawAnalytical skillsClioLeadership abilitiesCommunication skills

Required

2+ years of sales management experience, preferably in a legal or professional services environment
Experience working in a law firm (e.g. legal intake, paralegal)
Knowledge of California Real Estate Law
Previously managed 2 or more employees
Proven track record of meeting or exceeding sales targets
Experience with Lawmatics & Clio (or similar CRM and Case Management Tools)
Strong analytical skills and data-driven decision making
Excellent communication and leadership abilities

Preferred

Bachelor's degree preferred but not required for candidates with exceptional experience

Benefits

401(k)
Flexible schedule
Health insurance
Paid time off

Company

Gomez Law, APC

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At Gomez Law, APC, our mission is to provide the highest quality legal services to our clients so we can help them keep and grow their most valuable asset - their real estate.

Funding

Current Stage
Early Stage

Leadership Team

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Mark Gomez
CEO - Attorney
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Roxanne B.
Chief Operating Officer
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Company data provided by crunchbase