Client Intake Specialist (Sales)

Client Intake SpecialistAre you a dynamic, motivated, and compassionate sales or service professional who wants to make a real impact on people's lives? Are you interested in part-time work on a collaborative team, with base + incentive compensation?Position SummaryClient Intake Specialists speak with potential new clients (PNCs) over the telephone, establishing and maintaining a true human connection with each person. Client Intake Specialists work with PNCs to find clarity about their situation, educate them about their legal options and costs, and help them make the best decision for their future. This position is the first step in making sure that a client is a good fit for our firm, and if so, ensures that their experience is of high and consistent quality from the very start.What You'll DoUse company guidelines, scripts and procedures to speak with PNCs, collect and document their information, provide excellent customer service, and discuss our fees and hiring processStay informed and respectful of bar rules of ethics and professionalism, with special emphasis on the definition of providing legal servicesKeep detailed notes in CRM documenting all communication with the PNC both before, during, and after contactFacilitate a professional introduction ("hand-off") to the legal team (next step of sales process) and finance team for every new clientOther related duties as required and assignedEducation and ExperienceHigh school diploma required; AA/BA/BS preferredMinimum of three (3) years customer service or sales experienceExperience with CRM software preferredPrevious legal experience and familiarity with terminology a plus; experience with or exposure to a DUI case can be helpfulSpanish fluency preferredSkills and AbilitiesConfident, articulate, diplomatic; yet willing to speak frankly to the PNC when needed, with high emotional intelligenceHave a passion for helping others and the ability to convey compassion and empathyBe highly professional, personable, friendly, and respectful to potential clients; understand the art of building a relationshipLearn Oregon's DUI and traffic laws, police investigations, Oregon's court systems, and conviction/sentencing consequences (training provided)Ability to be flexible, make decisions, and problem-solve under stressSelf-Starter with strong multitasking skillsExcellent written and verbal business communication skillsStrong organizational skills and attention to detail; experience with detailed data entryCommitment to high professional ethical standards and to maintaining confidentiality of client informationIntermediate to Advanced proficiency with Microsoft Office Suite and ability to learn new software quicklyWhat We OfferHourly base + Bonus compensation50% employer-paid medical, dental, vision insurance for part-time employees; $50k Life Insurance401(k) with 3% employer contribution after 1 yearEmployee Assistance ProgramWork-from-home day after 90 days, second day after 180Work-life balance and an upbeat, team-first cultureAbout UsReynolds Defense Firm is the largest DUII defense firm in the Pacific Northwest. Our passion is helping clients create success stories in the courtroom and in life. We say we care about people, and we mean it - for both our clients and our employees. Having a strong sense of community within our workplace is essential. That is why nurturing our culture is just as important to us as the work that we do.We've been voted the Best DUI Firm in the Pacific Northwest, Best of Willamette Valley, and Best of Rose City (Portland, OR) several years running. With a unique brand, stellar courthouse reputation, and an incredible group of employees, our firm is dynamic and genuine in pursuing our mission with excellence.Reynolds Defense Firm is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, disability, or veteran status.