SMB Team

Client Intake Specialist

SMB Team  •  $50k - $60k/yr  •  Orange, CA (Remote)  •  17 hours ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Do you consistently convert leads into retained clients? Do you want a new challenge that rewards your efforts? Do you epitomize “speed to the lead”?

If you answered "yes" to these questions, keep reading.

Step into a rewarding career as a Client Intake Specialist for our family law firm client in Orange, California. Be a trusted guide for clients during life-changing moments, while shaping the growth of a respected law firm. Enjoy a constant flow of qualified leads—no cold calling—thanks to innovative marketing and supportive leadership. Use your people skills to make a meaningful difference and be recognized for your achievements with uncapped earning potential and clear paths for success.

If you’re driven to help others, want to build a fulfilling career, and thrive in a collaborative, energetic environment, we want to meet you.

WHAT'S IN IT FOR YOU?

⚖️ Join a prestigious, in-demand family law firm where your contributions are valued and your growth is supported.

📍 Work from home, at our office in Orange, California, or choose a hybrid schedule—enjoy the flexibility that fits your life.

💰 Enjoy a competitive $60,000 base salary, unlimited earning potential with uncapped performance bonuses, and regular reviews that reward your achievements.

🚫 Absolutely no cold calling—focus your talents on qualified, interested clients only.

What you will do

  • Be the first friendly voice our clients hear. Respond to phone inquiries promptly and professionally, making every interaction count.
  • Build genuine connections by engaging leads consistently through calls, emails, and texts.
  • Listen actively to understand each client’s needs and recommend tailored solutions from our family law services.
  • Celebrate your results, track your success, and regularly share progress with the team.
  • Showcase the unique value of our firm, helping clients see why we’re the right choice for their family law needs.
  • Stay organized and efficient by maintaining accurate records and following proven sales strategies.
  • Guide clients through the onboarding process, making it easy for them to get started with clear explanations and support.
  • Keep client information secure and up to date in our modern digital systems.
  • Set high standards for yourself and be rewarded for consistently exceeding quotas.

What success looks like

  • Strive to obtain and sustain a minimum average 35% conversion rate.
  • Streamline sales processes that produce new clients for the law firm.
  • Accolades received by clients.
  • No leads fall through the crack.

Pursuant to California regulation, the annual salary range for this position is $50,000 to $60,000, contingent on relevant experience and education, and includes eligibility for performance-based bonuses.

Requirements

  • Possesses previous sales experience, preferably in a professional services or law firm setting
  • Has superior computer skills and data entry abilities
  • Ability to handle objections with compassion and skill
  • Articulate with advanced communication skills by phone and email drafting
  • Exhibits active listening with genuine empathy, but maintaining absolute, authoritative control of a phone call to guide potential clients to a financial and legal solution
  • Displays a high level of personal accountability
  • High School Diploma or its equivalent, office work experience, and a self-directed work ethic

Benefits

401(K), PTO

SMB Team

About SMB Team

SMB Team helps lawyers double their revenues, profits and personal free time through our innovative Law Firm Growth Acceleration Model.

As of January 2024, we work with 438 of the fastest growing law firms in North America. On average, our clients grow their annual revenues by 81% per year. We're the only company that can prove that we doubled 86 of our clients revenues last year alone.

In order to grow a law firm, 4 pillars must be in place:

1. World-Class Lead Generation

2. Flawless Sales & Intake System

3. Self-Managing Team

4. A Profit Plan

With our world-class digital marketing solutions backed in "signed-case data", we are able to get law firms flooded with high-quality, low cost leads. Our social media and Google strategies are in a category of their own.

Our sales & intake university increases our clients' lead conversion rates by 30%. Our virtual assistant company, Attorney Assistant, gives you a team of full-time VAs to handle your inbound leads and outbound lead follow up.

Our state of the art law firm coaching program transforms you from lawyer to leader by helping you build a law firm that runs itself with a self-managing team of A-players. We scaled our own business in 6 years from $0 to $30M in annual recurring revenue with a team of 100+ full time W2 employees and a $70M valuation - we show you how we did it.

Our best-in-class Fractional CFOs help you create a crystal clear financial plan for your firms’ profits and cash flows, so you can control your take-home income, net worth and the value of your practice.

Our mission is to have the biggest positive impact on the legal industry (and eventually other industries) through our 360-degree approach to growth.

By staying true to our core values, we strive to become one of the largest contributors to Small and Mid-sized Business (SMB) growth on the planet!

Want to be considered for our team of A-players? Apply Now.

Want to become our next client success story? Book a Consultation.

Industry
Consulting & Advisory
Company Size
201-500 employees
Headquarters
Bala-Cynwyd, Pennsylvania
Year Founded
2018
Social Media