Full-Time

Bilingual Sales Intake Manager

Crisp Recruit

Crisp Recruit

No salary listed

Los Angeles, CA, USA

In Person

Category
Sales & Account Management (1)
Required Skills
Data Analysis
Requirements
  • Experience: Minimum of 2 years in sales, intake, business development, or client conversion roles, with a track record of success handling inbound leads and driving conversions.
Responsibilities
  • Intake and Lead Management: Manage incoming leads across calls, texts, web forms, and scheduled consultations, ensuring timely follow-up, clear communication, and a high-quality prospective client experience.
  • Screening and Qualification: Gather key case information, assess fit based on internal criteria, and ensure qualified opportunities are routed appropriately and accurately.
  • Consultative Communication: Build trust quickly with prospective clients, explain next steps clearly, address common questions or concerns, and support strong lead-to-engagement conversion.
  • Performance Tracking: Monitor key intake metrics including response times, contact rates, follow-up activity, and conversions, using data to improve outcomes and maintain accountability.
  • Process Support and Optimization: Help strengthen intake workflows, scripts, qualification standards, and handoff processes to improve consistency, efficiency, and client experience.
  • CRM and Pipeline Management: Maintain accurate records, source attribution, and pipeline updates within the CRM, while identifying opportunities for better visibility and stronger follow-through.
  • Cross-Functional Coordination: Work closely with attorneys, legal staff, and marketing to support intake needs, align on qualified matters, and help manage fluctuations in lead volume.

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