Client Relationship Manager

This is an on-site role in Pittsford, NY.

No relocation assistance is provided.

Do you love talking to people and selling a product you believe in? We're growing our team and looking for a driven inside sales representative ready to take the next step in their career. You'll work on prospecting and persuading qualified leads further down the sales funnel. If you're looking to maximize your earning potential, start your application today!

$50,000 Salary plus quarterly bonuses

$50,000 Salary plus quarterly bonuses

Client Intake & Qualification:

• Respond to inbound inquiries (calls, emails, web forms) promptly and professionally.


• Collect essential potential new client (PNC)/client information, including case details, and accurately enter it into the firm's CRM or case management system (Lawmatics).


• Pre-screen potential clients to determine if their legal needs align with the firm's practice areas and jurisdictions.


• Explain the firm's services, pricing, and processes to prospective clients.

Sales & Lead Conversion:

• Use consultative sales techniques to convert qualified leads into scheduled consultations.


• Proactively follow up with leads to ensure a high show rate for consultations.


• Track and manage leads through each stage of the sales funnel, ensuring no opportunities are missed.

Appointment Scheduling:

• Schedule consultations based on client needs and CRM availability.


• Coordinate follow-ups and ensure potential clients receive necessary communication.

Customer Service:

• Provide excellent customer service by addressing any concerns, answering client questions, and ensuring they feel supported throughout the intake process.

Administrative Duties:

• Maintain accurate and up-to-date records of all client interactions in the firm's database.


• Generate daily, weekly, and monthly reports on lead activity, show, and conversion rates.


• Collaborate with Client Relations Managers and administrative staff to ensure smooth transitions from intake to case management.

• Proven experience in a sales, customer service, or client intake role, preferably within a legal setting.


• Strong communication and interpersonal skills.


• Familiarity with legal services, terminology, or prior experience working in a law firm is a plus.


• Ability to multitask, prioritize, and manage time efficiently.


• Proficient in CRM software, case management systems, and Microsoft Office Suite.


• Strong attention to detail and organizational skills.


• Ability to handle sensitive and confidential information with discretion.


• A self-starter with a goal-driven mindset.


• Valid driver's license.


• Ability to successfully pass a background check.

Benefits:

• 401(k) retirement plan with a 4% matching contribution


• Medical coverage with a national network and the firm pays for 75% of the Employee cost


• Company paid $50,000 Life Insurance Policy


• Dental, vision/Rx, pet, Aflac, and life insurance policy options


• Paid time off 10 days of vacation, 7 days of personal, and 8 paid holidays


• Collaborative management philosophy


• Professional, respectful, and diverse work culture

Working Conditions:

• Full-time position, primarily in an office environment with frequent court appearances.


• Regular travel to local courthouses and client meetings.


• Potential for extended hours, especially during trial preparation or busy periods.


• Travel to meetings and court appearances.

Compensation details: 0 Yearly Salary

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