Sales Manager
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Job Description
Job Description
We are seeking an Intake & Sales Professional to help drive the continued growth of a rapidly expanding professional services organization. This individual will play a key role in converting prospective clients into engaged clients by delivering an exceptional intake experience, identifying opportunities to improve conversion rates, and building long-term relationships throughout the client journey.
This is more than a traditional intake role. We are looking for someone who can analyze trends, refine processes, and contribute to the overall growth strategy of the organization. The ideal candidate will be comfortable speaking with prospective clients, managing lead pipelines, leveraging CRM data, and collaborating with marketing initiatives to maximize client acquisition.
Key Responsibilities:
- Conduct consultations with prospective clients and guide them through the intake process.
- Build trust and rapport with individuals navigating sensitive and often emotional situations.
- Track, analyze, and improve lead conversion metrics and intake performance.
- Utilize CRM platforms to manage leads, follow-up campaigns, and client communications.
- Collaborate with leadership on digital advertising initiatives, marketing strategies, and community outreach efforts.
- Identify trends, opportunities, and areas for process improvement to support firm growth.
- Provide insights and recommendations based on client interactions and intake data.
Qualifications:
- Minimum of 2 years of proven success in consultative sales, client intake, or business development in a B2C environment.
- Experience within legal services, financial services, healthcare, or other professional service industries is highly preferred.
- Strong communication, relationship-building, and active listening skills.
- Experience utilizing CRM platforms to manage pipelines and measure performance.
- Ability to translate client conversations into actionable insights and strategic recommendations.
Since 2002 we have been helping candidates find great employment opportunities.
Company Description
Since 2002 we have been helping candidates find great employment opportunities.
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