Client Intake & Conversion Manager

About the Role The Client Intake & Conversion 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. Lead our intake revenue engine. You will own conversion performance, coaching effectiveness, and daily execution for an intake team. Success looks like measurable performance gains with smooth operations, fewer escalations, consistent client experience, and predictable results leadership can rely on. Your Key Contributions Lead and develop Intake Specialists with clear expectations, coaching cadence, and performance standards Use dashboards, CRM data, and call recordings to diagnose conversion gaps and drive corrective action quickly Run structured 1:1s, manage recognition and performance plans, and participate in hiring decisions Step into consultations for coverage when required, modeling the expected selling framework and standards Ensure compliance with firm policies, CRM documentation standards, and QA protocols Conversion and retained-client outcomes across your span of control Coaching quality and accountability for Intake Specialists Consult quality, CRM discipline, QA adherence, and client escalations How success is measured Conversion and retained-client outcomes, show rate and speed to consult, QA trends, CRM compliance, escalation volume and resolution time, ramp speed. What Makes You a Great Fit 3 to 5 years consultative sales with proven conversion results 2 to 4 years leading a team Bilingual Spanish and English required at B2 to C1 level Immigration, legal services, financial services, or consultative professional services experience preferred Work Schedule Monday to Friday 8:30 am to 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 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 Paid Time Off #J-18808-Ljbffr The-Lisinski-Law-Firm