Intake Specialist - Charlotte

Join our Team as an Intake Specialist |Charlotte Ready to be a frontline revenue driver? At Lisinski Law Firm, the Intake Specialist is far more than a salesperson—you are the bridge serving role where empathy meets accountability. We aren't looking for "order takers"; we are looking for closers who understand that every signed contract represents a life changed. In this on-site role in Charlotte, you will own the client journey from the first "hello" to the down payment. You’ll be expected to navigate complex emotions with professionalism, overcome pricing resistance with confidence, and maintain a "relentless follow-up" mindset. If you are a high‑performer who thrives in a results‑driven environment and wants your work to have a profound social impact, this is your next level. Why you’ll stand out: Sales DNA: You thrive in a quota‑carrying environment and love the art of the close. Consultative Mindset: You build trust quickly and confidently move qualified leads toward a decision. Bilingual Mastery: 100% fluent in English and Spanish (B2‑C1). Compensation & Bonuses $23 per hour. High‑Impact Performance Bonuses: Earn between $1,000 and $2,500 in monthly bonuses based on your conversion success. Bonus eligibility begins immediately following your initial 4–6 week ramp‑up and training phase. Career Impact: Join the frontline of a firm scaled to 15+ locations and lead the way in professionalizing access to justice. Position Purpose The Intake Specialist is the frontline revenue driver of Lisinski Law Firm’s Business Development organization and a direct embodiment of the Firm’s mission to change lives through access to justice. Every prospective client who schedules a consultation deserves to be met with professionalism, empathy, and confidence—guided by a skilled specialist who can help them make an informed decision about their legal future. This is a consultative sales role that blends compassion with accountability. Intake Specialists build trust, assess client needs, and clearly communicate the value of the Firm’s services, recognizing that converting qualified clients is not a transaction—it is the means by which the firm fulfills its purpose. Essential Job Functions & Responsibilities Conduct one‑on‑one consultations — in person or over phone/video — with prospective clients, assess their immigration situation, match them to the right case type based on attorney‑approved guidelines, and close the engagement with confidence and empathy. Meet or exceed individual KPI targets, including lead‑to‑client conversion rate, down payment collected, case value, and speed‑to‑sign. Navigate pricing concerns, hesitation, and resistance with confidence and empathy using the firm's selling framework. Involve a manager for approved exceptions only. Learn, memorize, and stay current on all case types offered by the firm based on attorney guidelines and training. Follow up relentlessly. Maintain consistent, structured follow‑up with all open leads — by phone, text, or email — to answer questions, address concerns, and move prospects toward a decision. Walk clients through case pricing and available payment options with transparency and confidence. Obtain appropriate approval for manager specials or non‑standard payment plans. Manage the full consultation‑to‑conversion workflow: conduct the consultation, confirm eligibility, review pricing, collect an initial down payment (when applicable), schedule the sign‑up appointment, and send the client contract. Maintain accurate and timely records of all consultations, dispositions, and follow‑up activities in the firm's CRM (Litify/Salesforce) and telephony platform (Amazon Connect). Participate in weekly legal training with firm attorneys and all sales training and development programs. Continuously build knowledge of immigration case types, the sales framework, and consultative selling skills. In every interaction, embody the firm's commitment to dignity, access, and empowerment. Key Competencies and Skills (Essential Skills, Knowledge & Abilities) Action Oriented – Proactively drives each consultation toward a clear outcome by maintaining urgency, following up consistently, and taking ownership of moving qualified prospects to a decision. Collaborates – Partners appropriately with managers and teammates for approved exceptions, training, and alignment without over‑reliance on escalation. Resourcefulness – Effectively uses available tools, training, guidelines, and follow‑up channels to overcome client hesitation, resolve routine obstacles, and move qualified prospects toward a decision without unnecessary escalation. Instills Trust – Builds credibility and rapport quickly by demonstrating empathy, transparency, and consistency in representing the Firm’s mission and services. Proficient with Microsoft Office Suite or related software What Makes You a Great Fit Bilingual Mastery: You possess exceptional verbal and written communication in both English and Spanish (B2‑C1). You can pivot between languages with professional ease. The "Closer" DNA: You have a proven track record in quota‑carrying or metrics‑based environments. You don't just "inform" prospects; you guide them to a firm decision and enjoy the thrill of the close. High‑Caliber Consultant: You blend deep empathy with the confidence to handle pricing objections and resistance. You know how to build trust quickly while keeping the conversion goal in sight. Action Oriented: You are a self‑starter who thrives on urgency. You take full ownership of your pipeline, follow up relentlessly, and manage your time to maximize every consultation. Tech Proficiency: You are comfortable navigating CRM platforms (Salesforce/Litify) and telephony systems (Amazon Connect) to keep your lead data impeccable. Work Schedule Monday through Friday, 8:30 AM – 5:30 PM Local Time How You'll Benefit Lisinski Law Firm provides a comprehensive benefits package that supports the diverse needs of our employees and their families. We recognize the importance of health and well‑being and are committed to fostering an environment where every team member can feel and perform at their best. 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 Voluntary Accident Insurance Voluntary Hospital Indemnity Insurance Employee Assistance Program Calm App Subscription Our Firm At Lisinski Law Firm, the commitment we show to our clients is matched by how we support and invest in our people. LLF is a place where employees are encouraged by peers, heard by leadership, and strengthened by a genuinely collaborative team culture. Whether you join Marketing, IT, Accounting, Legal, or any other function, your work matters. Every role contributes to meaningful, lasting impact in the lives of those we serve. Our Values At Lisinski Law Firm, we are driven by a client‑obsessed mindset and a commitment to learning, advocacy, efficiency, and nimbleness in everything we do. We work as true team players, delivering creative problem‑solving and high‑quality service to support families with excellence and care. Ready to take the next step in your career at the Firm? Apply today! #J-18808-Ljbffr The Lisinski Law Firm