Intake Sales Specialist (Bilingual English/Spanish) Remote

Summary

We are looking for a confident, sales-driven, and highly persuasive Sales Intake Specialist to join our team. In this role, you will be the first point of contact for potential clients and will play a critical role in converting qualified leads into signed clients.

This is not just a customer service or administrative intake role. We are seeking someone with a strong sales mindset who knows how to build trust quickly, ask the right probing questions, overcome objections, and guide potential clients through the onboarding and sign-up process with confidence.

The ideal candidate is an excellent communicator who thrives in a fast-paced environment, is motivated by results, and knows how to turn opportunities into retained cases.

Key Responsibilities

• Respond promptly to inbound leads through phone, email, chat, and other communication channels.
• Conduct high-quality intake calls with potential clients, gathering case details and assessing eligibility.
• Build trust and rapport quickly with leads while delivering a professional and empathetic experience.
• Take ownership of the conversation and confidently guide potential clients toward signing with the firm.
• Use consultative selling techniques to explain the firm’s value, address concerns, and move leads through the decision-making process.
• Handle objections effectively and follow up persistently with warm and undecided leads.
• Close contracts and support clients through the onboarding process from first contact to signed agreement.
• Accurately document all conversations, updates, and lead activity in the CRM and case management systems.
• Review and manage new leads, pending contracts, and follow-up opportunities daily.
• Coordinate with the legal and intake teams to ensure a smooth handoff once the client signs.
• Organize contracts, supporting documentation, termination letters, photos, and other intake-related files.

Requirements

• Fully bilingual in English and Spanish with strong verbal communication skills.
• Proven sales experience in intake, consultative sales, client acquisition, appointment setting, closing, or a similar high-conversion role.
• Strong ability to close deals, handle objections, negotiate, and convert leads into clients.
• Confident and persuasive communication style with a strong sense of urgency and follow-through.
• Experience with client onboarding, lead follow-up, and relationship-building.
• Comfortable working in a high-volume, KPI-driven environment.
• Strong organizational skills and attention to detail.
• Ability to multitask and manage multiple leads without losing quality.
• Personal injury experience is a strong plus.
• Experience with Filevine, CRM systems, or legal intake processes is a plus.

What We’re Looking For

• Sales hunter mentality
• Strong closer
• Confident and persuasive communicator
• Results-driven and competitive
• Excellent follow-up habits
• Comfortable asking direct questions and leading conversations

Other requirements:

• Your PC or laptop (a wired connection to your modem is recommended).
• You must provide your own equipment and a stable internet connection.
• This is a full-time, 40-hour-per-week position that may require a flexible schedule.
• A noise-canceling headset and a quiet place to work.
• This is a remote position, and you will be responsible for your local taxes.