Intake Sales Specialist - Spanish Bilingual

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February 16

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CrewBloom

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B2B • SaaS • Recruitment

CrewBloom is a remote staffing agency dedicated to connecting businesses with top-tier remote talent across various industries. They streamline the hiring process by sourcing, screening, and onboarding qualified candidates tailored to the specific needs of their clients, ensuring a seamless integration into teams. With a focus on global talent acquisition, CrewBloom empowers companies to scale their operations efficiently while reducing costs and maintaining compliance with HR regulations.

201 - 500 employees

Founded 2016

🤝 B2B

☁️ SaaS

🎯 Recruiter

📋 Description

• We are looking for an Intake Sales Specialist to join our team. This position is ideal for a bilingual (Spanish-English) professional with a proven track record in high-performance sales, particularly in a legal or customer service setting. The Intake Sales Specialist will play a critical role in converting leads, building rapport with prospective clients, and ensuring a seamless transition to legal representation. • Key Responsibilities: • Lead Qualification & Conversion: Assess potential clients’ needs across divorce, family law, and bankruptcy areas. Convert leads into scheduled paid consultations with attorneys. • Sales & Client Communication: Establish trust and communicate the firm’s value proposition to prospective clients. Sell consultations effectively while maintaining empathy and professionalism. • Follow-up & Case Conversion: After initial consultations, follow up with potential clients to review notes, ensure alignment, and convert them into long-term legal clients on a retainer basis. • CRM & Documentation: Maintain thorough, accurate records in the firm’s CRM software (Lawmatics), ensuring proper documentation of each step in the intake and sales process. Facilitate seamless handoffs to attorneys. • Performance Metrics: Meet or exceed key performance benchmarks, including lead conversion rates, response times, and follow-ups, reviewed on a weekly and monthly basis. • Collaboration: Work closely with attorneys and internal staff to ensure smooth intake and conversion processes, aligning with firm protocols. • Utilize Technology: Leverage practice management software (Clio Manage), communication tools (Slack, Zoom, Loom), and email platforms (Microsoft Outlook) to stay organized and efficient. • Structured Sales Process: Follow structured sales and intake protocols while maintaining professionalism, empathy, and high ethical standards.

🎯 Requirements

• Proven Sales Success: Demonstrated experience in sales, cold calling, and commission-based compensation, with a focus on high-volume lead conversion. • Strong Communication Skills: Confident, persuasive, and empathetic communicator who can build rapport with clients, particularly in emotionally sensitive situations. • Organizational Skills: Strong time management and organizational skills to ensure no lead is overlooked, and no follow-up is missed. • Resilience & Goal-Oriented: Ability to handle objections and stay focused on achieving sales targets, while adapting to challenges in a fast-paced environment. • Tech-Savvy: Comfortable using CRM software, virtual collaboration tools, and legal practice management systems. Familiarity with Lawmatics, Clio Manage, Slack, Zoom, and Loom is a plus. • Quick Learner: Ability to quickly gain a basic understanding of divorce, family law, and bankruptcy to effectively qualify leads and communicate the firm’s services. • Team Player: Collaborative, with the ability to work well in a fast-paced environment and contribute positively to the team. • Ethical & Accountable: Committed to adhering to firm processes, maintaining high ethical standards, and providing excellent client service under pressure.

🏖️ Benefits

• Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth. • Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field. • Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward. • Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards. • Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment. • Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.