Job Description

Sales Assistant

Client-Facing • Full-Time • New York, NY

About Rad Hires

Rad Hires connects high-performing talent with ambitious teams that move fast and build things that matter. We partner with lean, client-driven organizations to find the kind of people who own outcomes, raise the bar, and make a real difference — not just fill a seat.

About the Role

Our client is a growing boutique estate planning and elder law firm serving New York families. As Sales Assistant, you'll be the first voice prospective clients hear — playing a central role in client experience, lead conversion, and seamless coordination with the legal team.

This is a role for an A-player who communicates clearly and kindly under pressure, prevents problems before they escalate, and is comfortable with technology, empathy, and ethics.

Responsibilities

• Respond to incoming phone, email, and web inquiries from prospective clients.
• Conduct intake calls, gather relevant information, and assess whether a matter is a fit for the firm.
• Schedule consultations and communicate the intake process and next steps clearly.
• Follow up consistently with leads to improve conversion and client experience.
• Collaborate with the legal team to ensure smooth handoffs and continuity of care.
• Maintain accurate client notes, intake records, and CRM data.
• Support process improvement and contribute to stronger backend systems as the firm grows.

Requirements

Must-have

• Fluent English — strong written and verbal communication, sound judgment, and attention to detail.
• 2+ years of experience in legal intake, customer service, hospitality, sales, or other client-facing work.
• Comfortable working with technology, CRM tools, and structured workflows.

Nice to have

• Second language strongly preferred: Russian, Hebrew, or Spanish.
• Experience in a law firm, estate planning, elder law, or professional services environment.
• Familiarity with Lawmatics, MyCase, or similar CRM/case management platforms.
• Familiarity with Claude, GenAI, or AI-assisted workflow tools — a major plus.

Compensation & Benefits

• Competitive salary, commensurate with experience.
• Performance-based incentives tied to client conversion and experience.
• Paid time off and holidays.
• Professional development opportunities.