Related skills
crm scheduling document management intake lead follow-up📋 Description
- Intake Management: primary contact for new inquiries; screen cases.
- Sales Support & Lead Follow-up: follow up with potential clients; build rapport.
- CRM & Documentation: keep Clio Manage updated with real-time data.
- Scheduling & Coordination: manage calendar; coordinate consultations.
- Email Management: gatekeeper for intake inbox; respond to inquiries.
- Document Organization: categorize digital files for attorney review.
🎯 Requirements
- Exceptional Communication: English skills mandatory (C1/C2).
- Industry Experience: 2+ years in a US law firm/insurance/immigration/real estate.
- Sales Mindset: comfortable selling the firm’s value; persistent follow-ups.
- Tech-Savvy: proficiency in Clio Manage and other legal CRM.
- Analytical Thinking: screen leads based on criteria.
- Proactive Approach: self-starter; initiates communication and action.
🎁 Benefits
- Remote work in Latin America.
- Full-time schedule: Mon-Fri, 9:00 AM - 6:00 PM CST.
- Hybrid role between sales and administration.
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