Lead and manage a team of 11+ intake and consultation specialists. Set clear daily expectations, run team huddles, monitor call performance, and conduct weekly coaching sessions to maintain focus, motivation, and accountability.
Develop and implement structured sales processes, call scripts, and follow-up protocols. Track key performance metrics, including call volume, consultation bookings, show rates, conversion percentages, and follow-up success rates.
Provide consistent one-on-one and group coaching to enhance team members’ sales skills, including objection handling, tone, urgency, and empathy. Create a culture of continuous learning and improvement to increase conversion rates.
Collaborate with the marketing department to ensure a steady and quality flow of leads. Manage distribution, response times, and follow-up sequences to ensure no opportunity is missed.
Build and maintain sales dashboards and reports that summarize team performance. Present data-driven insights to leadership and implement improvement plans where results lag.
Attend community events, expos, and partnership programs as the firm’s representative. Network with potential clients and referral partners to promote Serving Immigrants’ mission and generate new business opportunities.
Identify bottlenecks in the intake and consultation process and design scalable solutions. Introduce or refine systems to improve scheduling, lead tracking, and client communication efficiency.
Work closely with operations and legal teams to ensure a smooth transition from initial intake to signed client. Maintain communication between departments to deliver a seamless client experience.
Requirements
3+ years of proven sales experience, including at least 2 years in a leadership or training capacity. A background in managing sales or intake teams in high-volume, service-based environments such as law firms, call centers, or professional services is strongly preferred.
Demonstrated success in driving conversions, building rapport with clients, and maintaining energy in a fast-paced sales environment. Skilled in balancing high call volume with personalized client engagement.
Experienced in training, mentoring, and motivating team members to reach performance goals. Promotes accountability, consistency, and ethical selling practices across the team.
Adept at designing, refining, and executing sales processes that align with overall firm objectives and enhance client experience. Focused on long-term growth through structure and repeatable success systems.
Confident in tracking and analyzing KPIs, performance dashboards, and conversion reports. Uses data insights to identify trends, coach effectively, and improve outcomes.
Bilingual English/Spanish communication is required. The ideal candidate can communicate clearly, professionally, and empathetically in both spoken and written English and Spanish.
Committed to transparent, honest sales practices that prioritize client trust and compliance. Skilled in maintaining professionalism even in high-pressure situations.
Comfortable attending and presenting at community events, conferences, and expos. Capable of speaking confidently to diverse audiences and representing the firm’s mission with enthusiasm.
Proven ability to lead, support, and evaluate remote teams through structured communication, clear expectations, and regular accountability practices.
Benefits
Compensation: USD $2,000–$2,500/month, depending on experience and capability, with potential performance-based incentives based on firm needs and role expectations.
Support & Equipment: The firm will provide access to the tools, systems, and resources needed to succeed in the role. Additional benefits, paid time off, holidays, or equipment support will be discussed based on the candidate’s location, engagement structure, and final offer terms.