Intake Manager
$94k - $101.25kLisinski Law Firm
About The Lisinski Law Firm Since 2020, Lisinski Law Firm has served as a dedicated humanitarian immigration practice committed to providing meaningful support to individuals and families seeking safety, stability, and a path forward. We frequently stand with clients who have been turned away elsewhere, offering both advocacy and care. Joining our Firm means becoming part of a team devoted to keeping families together and "Changing as Many Lives as Possible."
About the Role The Intake Manager is accountable for end-to-end conversion performance, coaching effectiveness, and operational execution for an intake team operating in virtual and/or in-office modalities. This role leads and develops Intake Leads and Specialists, builds a disciplined coaching culture, and ensures consistent performance, compliance, and client experience standards. The Intake Manager drives results through data-informed decision-making, hands-on coaching, and strong accountability systems while serving as a cultural and operational anchor for the team. Your Key Contributions
About the Role The Intake Manager is accountable for end-to-end conversion performance, coaching effectiveness, and operational execution for an intake team operating in virtual and/or in-office modalities. This role leads and develops Intake Leads and Specialists, builds a disciplined coaching culture, and ensures consistent performance, compliance, and client experience standards. The Intake Manager drives results through data-informed decision-making, hands-on coaching, and strong accountability systems while serving as a cultural and operational anchor for the team. Your Key Contributions
- Lead, develop, and hold accountable a team of Intake Leads and Specialists, establishing clear expectations, performance standards, and coaching rhythms.
- Own conversion performance across the full span of control by analyzing performance data, identifying root causes of gaps, and implementing corrective actions with urgency.
- Develop Intake Leads as effective coaches and people leaders by strengthening their ability to observe consultations, evaluate performance, and independently drive improvement.
- Conduct structured 1:1s with Leads and direct reports, reviewing individual and team performance, coaching effectiveness, and development priorities.
- Review consultation recordings, dashboards, and CRM data to identify patterns, coaching opportunities, and escalation needs.
- Serve as the escalation point for complex, sensitive, or high-stakes client situations requiring manager-level judgment.
- Lead daily team huddles as applicable to reinforce priorities, review performance, align on execution, and sustain accountability and engagement.
- Partner with leadership on performance reporting, staffing needs, hiring decisions, and organizational development priorities, escalating insights with data and recommended actions.
- Partner with Training and QA to ensure firm standards are reinforced through frontline coaching and QA findings translate into corrective action.
- Manage performance at all levels, including recognition and development of top performers, structured PIPs, and decisive action on persistent underperformance.
- Participate in hiring decisions for Intake Lead and Specialist roles, applying established evaluation criteria and gold-standard expectations.
- Ensure compliance with firm policies, CRM documentation standards, QA protocols, and operational requirements.
- When required due to volume or coverage needs, step in to conduct consultations, modeling the selling framework and consultation standards expected of all Specialists
- Highschool diploma required; Bachelor's degree preferred
- 3-5 years in a consultative sales role with demonstrated, articulable conversion performance results
- 2-4 years previous experience leading a team
- Decision Quality- Exercises sound judgment in high-stakes situations, performance management decisions, and escalation scenarios, acting decisively within authority while involving leadership appropriately.
- Directs Work- Provides clear daily direction, ensuring team understands priorities, expectations, and how to execute effectively.
- Builds Effective Teams- Develops a high-performing team by observing consultations, delivering specific coaching, accelerating ramp-up for new hires, and fostering accountability and morale.
- Collaborates- Partners closely with leader, escalating trends with supporting data and recommended actions, and aligning on staffing, performance, and operational priorities.
- Instills Trust- Builds confidence and credibility with direct reports by setting clear expectations, providing fair and consistent coaching, addressing performance issues, and modeling the selling framework.
- In-person consultation observation and real-time coaching, providing immediate, actionable feedback to improve execution and client outcomes.
- Performance data interpretation and analysis to identify trends, diagnose gaps, and inform coaching priorities.
- Client escalation management with sound manager-level judgment and resolution skills.
- Immigration, legal services, financial services, or consultative professional services experience preferred
- CRM performance tracking and documentation proficiency (Litify/Salesforce preferred).
- Phone and video consultation execution to support overflow volume and maintain service levels as needed.
- Bilingual (Spanish English) B2-C1 Required
- Monday to Friday 8:00 AM to 5:00 PM.
- 401k Match
- Medical, Dental, & Vision Insurance
- Options for Health Savings Account or Flexible Spending Account
- Dependent Care FSA
- Basic Life Insurance
- Voluntary Life & AD&D
- Disability Insurance
- Hospital Indemnity Insurance
- Employee Assistance Program
- Calm App Subscription
- Paid Time Off
Vacancy posted 5 days ago
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