Intake & Sales Manager (Legal Office)

1. Sales & Intake Oversight

Lead the intake pipeline from inquiry through consultation and post-call follow-up.
Coach intake and sales team members on consultative selling, handling objections, and delivering a superior experience.
Hold the team accountable to required conversion rates to meet revenue goals.
Track daily and weekly progress toward monthly and annual targets and provide leadership with status updates and strategic feedback.
Maintain CRM accuracy and enforce proper lead tracking, follow-up timing, and notes.

2. Performance, Accountability & Reporting

Present weekly sales status in Monday leadership meetings.
Evaluate at least two recorded intake/sales calls weekly and provide coaching feedback.
Track consult-to-client conversion rates, follow-up metrics, and CRM activity.
Identify pipeline gaps and course-correct to meet monthly goals.

3. Zoho CRM Optimization & Automation

Manage Zoho CRM dashboards, reporting tools, lead funnels, and task automations.
Implement or improve email/text automation sequences.
Create pre-engagement and post-engagement journeys.
Oversee and ensure monthly newsletters are sent.
Ensure all Zoho communications with prospects and clients are responded to in a timely manner.

4. Marketing Vendor Coordination & ROI Evaluation

Collaborate with marketing partners (SEO, PPC, paid ads, media) and evaluate lead quality.
Cross-reference CRM data with vendor reports to calculate marketing ROI.
Make recommendations about which sources should be scaled or reduced based on lead quality and conversion rates.
Deliver clear reports on lead attribution and cost-effectiveness.

5. Team Motivation & Culture Building

Use up to $250/month in a managed incentive budget to motivate and engage the team.
Lead weekly huddles and monthly recognitions.
Cultivate a performance-driven and values-based team culture.

6. Client Experience & Retention Support

Oversee and continuously improve follow-up communications post-consultation.
Guide G.A.S. (Give A Sh*t) calls and loyalty outreach programs.
Collaborate with legal staff to ensure seamless transitions from intake to legal service delivery.

7. Operational & Client Service Excellence

Ensure consistent coverage on phones, chat, and social media inquiries.
Manage all scheduling, missed call returns, and follow-ups within defined timelines.
Ensure tasks are completed daily and redistributed quickly when staff is unavailable.

8. SOPs & Department Handbook

Establish procedures for scheduling, follow-ups, confirmations, and communication response times.
Deliver a complete Intake & Sales Department Handbook within 120 days.

Location: Remote - Anywhere

Skills required for this job:

• Customer service
• Intake
• Marketing operations
• Return on investment analysis (ROI analysis)
• Sales management
• Standard operating procedures (SOP)
• Zoho CRM