Simply Legal · 10 hours ago
Sales Manager – Intake Operations
United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $100K/yr
3+ years expSimply Legal is a fast-growing legal intake and referral operation that helps employees connect with vetted plaintiff-side employment attorneys. The Sales Manager – Intake Operations is responsible for leading a high-volume inbound sales team, optimizing the intake process, and improving performance metrics to ensure high-quality case referrals to attorneys.
Law Practice
Hiring Manager
Mitchell Joy Manuel
Responsibilities
Lead, coach, and supervise Intake Specialists, QA analysts, openers, and future support staff
Set and manage performance expectations (KPIs: conversion rate, schedule rate, call attempts, contact rate, evidence capture, case acceptance rate, retainer signed rate, time-to-contact, etc.)
Run weekly 1:1s, performance reviews, and implement coaching or corrective plans
Manage staffing schedules to ensure coverage across time zones and peak inbound hours
Own the full intake funnel from first contact through attorney handoff
Maintain, refine, and enforce SOPs for all intake functions
Improve scripts, discovery flows, objection handling, and closing techniques
Oversee workflow automation across CRM, Slack, email, and AI-assisted tools
Implement feedback loops with referral partners to continually improve qualification criteria
Ensure intake scripts and documentation meet internal standards and applicable compliance requirements
Conduct call audits and documentation reviews
Enforce standardized note-taking, evidence collection, and decision logic
Build and maintain onboarding and training materials (scripts, call flow guides, playbooks)
Train new hires on discovery, qualification, empathy, and closing techniques
Run ongoing coaching and quarterly refreshers based on performance data
Track and report intake performance metrics to leadership
Analyze trends in conversion, rejection reasons, and operational bottlenecks
Communicate updates clearly via Slack, SOP updates, and training sessions
Qualification
Required
3+ years in sales management, call center leadership, revenue operations, or customer service management
Proven experience managing inbound or high-volume phone-based teams
Strong understanding of performance metrics, funnels, and conversion optimization
Experience with CRM systems (any platform; legal CRMs like LeadDocket are a plus)
Excellent communication and coaching skills
Comfortable balancing speed, empathy, and structured qualification
Preferred
Experience in legal intake, legal services, or working with law firms
Background in employment law, personal injury, or mass torts
Bilingual (English/Spanish)
Familiarity with automation tools (Zapier, workflow builders, call tracking, AI tools)
Experience building scripts, QA scorecards, or sales playbooks
Company
Simply Legal
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase