Client Engagement Specialist

This is a fully remote position, open to applicants in California.

📋 Description

• Effectively articulate the benefits of the firm’s legal services.

• Keep organized lead pipelines and communication timelines.

• Ensure precise record-keeping within CRM and firm systems.

• Act as the main point of contact for prospective clients (PNCs).

• Perform initial consultations and discovery discussions with leads.

• Collect pertinent information regarding potential legal issues.

• Execute consistent and strategic follow-ups with prospective clients.

• Ensure a smooth transition from prospect to client.

• Assist prospective clients throughout the consultation and retention journey.

• Oversee the entire sales cycle from the first inquiry to client retention.

⛳️ Requirements

• Over 3 years of experience in Sales, Intake, Client Success, or Business Development.

• Proven experience in converting prospects into paying clients or customers.

• Strong background in customer service.

• Experience in high-emotion or consultative environments is preferred.

• Must be fluent in English.

🏝️ Benefits

• Competitive salary.

• Paid Time Off.

• Bonuses.

• 100% remote/home-based position.

• Full-time, long-term career opportunities.

• Parental Leave.

• Professional development and training.

• Dedicated team support.

• Alignment with our clients' core values.