REMOTE! CLIENT SERVICE REP

Job Description Location: Remote (Atlanta, GA area preferred)
Job Type: Full-Time
About SR Law Group
Smith Robinson Law Group is a growing estate planning and probate law firm serving clients throughout Georgia. Our mission is to help individuals and families protect their assets, preserve their legacies, and plan confidently for the future through personalized legal services and trusted guidance.
We are seeking a Client Engagement Specialist to serve as the primary point of contact for prospective clients and help guide them through the initial intake and consultation process.
The Client Engagement Specialist is responsible for managing prospective client inquiries, conducting intake conversations, nurturing leads, scheduling consultations, and supporting client conversion efforts. This role plays a critical part in delivering an exceptional client experience while helping the firm achieve its growth objectives.
The ideal candidate is a strong communicator who enjoys building relationships, is comfortable speaking with prospective clients by phone, and has experience working in a consultative sales, business development, intake, or client services environment.
Respond to inbound inquiries from prospective clients via phone, email, and other communication channels.

• Maintain accurate and detailed records within the firm's CRM and intake systems.
• Monitor and manage lead activity to support consultation scheduling and client retention goals.
• Collaborate with marketing partners and firm leadership regarding lead quality, referral sources, and conversion trends.
• Support follow-up efforts related to seminars, webinars, community events, and referral partnerships.
• Maintain confidentiality of sensitive client and financial information.
• Minimum of three (3) years of experience in a consultative sales, business development, client intake, account management, or similar customer-facing role.
• Demonstrated ability to communicate effectively by phone and build rapport with prospective clients.
• Experience managing follow-up activities and maintaining accurate records within a CRM or similar system.
• Ability to work independently in a remote environment while managing multiple priorities.
• Proficiency with Microsoft Office and web-based business applications.

Experience in legal services, financial services, insurance, healthcare, real estate, or other professional service industries.

• Familiarity with CRM and intake management systems such as Lawmatics, CallRail, or similar platforms.
• Experience supporting lead conversion, consultation scheduling, or client onboarding processes.

Excellent interpersonal and relationship-building skills.

• Ability to communicate professionally and empathetically with individuals discussing sensitive personal matters.
• Ability to handle confidential information with discretion.
• Results-oriented mindset with a focus on client service and business development.

This position is primarily remote. Candidates located in the Atlanta metropolitan area are preferred and may occasionally participate in in-person meetings, training sessions, or firm events.
Standard business hours are Monday through Friday. Occasional flexibility may be required to support firm events or client needs.
Prolonged periods of sitting and working at a computer.

• Ability to communicate effectively via telephone and video conferencing.
• Ability to operate standard office equipment.

Performance-based incentive opportunities.

~ To ensure a fair and consistent hiring process, please direct all questions and application materials through the designated application process. Direct outreach to firm attorneys or staff may affect consideration for employment.