Intake & Sales Manager (Legal Office) at Hispacontact | Torre
Intake & Sales Manager (Legal Office)
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Hispacontact

Intake & Sales Manager (Legal Office)

Hispacontact
Posted by
C
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(28) info
Emma
Emma
You will lead sales and intake teams by optimizing processes, metrics, and client experiences
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Full-time

Legal agreement: Depends on the location of the candidate

Currency exchange and taxes to be paid by:

Company

Base compensation USD1.25k/month

+ Bonuses (up to 12.5% of base compensation)

Negotiable
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Remote (anywhere)
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Posted 11 months ago

Requirements and responsibilities

1. Sales & Intake Oversight • Lead the intake pipeline from inquiry through consultation and post-call follow-up. • Coach intake and sales team members on consultative selling, handling objections, and delivering a superior experience. • Hold the team accountable to required conversion rates to meet revenue goals. • Track daily and weekly progress toward monthly and annual targets and provide leadership with status updates and strategic feedback. • Maintain CRM accuracy and enforce proper lead tracking, follow-up timing, and notes. 2. Performance, Accountability & Reporting • Present weekly sales status in Monday leadership meetings. • Evaluate at least two recorded intake/sales calls weekly and provide coaching feedback. • Track consult-to-client conversion rates, follow-up metrics, and CRM activity. • Identify pipeline gaps and course-correct to meet monthly goals. 3. Zoho CRM Optimization & Automation • Manage Zoho CRM dashboards, reporting tools, lead funnels, and task automations. • Implement or improve email/text automation sequences. • Create pre-engagement and post-engagement journeys. • Oversee and ensure monthly newsletters are sent. • Ensure all Zoho communications with prospects and clients are responded to in a timely manner. 4. Marketing Vendor Coordination & ROI Evaluation • Collaborate with marketing partners (SEO, PPC, paid ads, media) and evaluate lead quality. • Cross-reference CRM data with vendor reports to calculate marketing ROI. • Make recommendations about which sources should be scaled or reduced based on lead quality and conversion rates. • Deliver clear reports on lead attribution and cost-effectiveness. 5. Team Motivation & Culture Building • Use up to $250/month in a managed incentive budget to motivate and engage the team. • Lead weekly huddles and monthly recognitions. • Cultivate a performance-driven and values-based team culture. 6. Client Experience & Retention Support • Oversee and continuously improve follow-up communications post-consultation. • Guide G.A.S. (Give A Sh*t) calls and loyalty outreach programs. • Collaborate with legal staff to ensure seamless transitions from intake to legal service delivery. 7. Operational & Client Service Excellence • Ensure consistent coverage on phones, chat, and social media inquiries. • Manage all scheduling, missed call returns, and follow-ups within defined timelines. • Ensure tasks are completed daily and redistributed quickly when staff is unavailable. 8. SOPs & Department Handbook • Establish procedures for scheduling, follow-ups, confirmations, and communication response times. • Deliver a complete Intake & Sales Department Handbook within 120 days.

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