Client Engagement Specialist

Company: Law Offices of Tyler Q. Dahl
Location: West Sacramento
Posted on: May 27, 2023

Job Description:

We are looking for an experienced Client Engagement Specialist (salesperson) who can help grow the law firm through the engagement of Potential New Clients (PNCs). You'll be responsible for meeting with PNCs and discovering whether or not we can assist them, and also engaging the PNCs with the firm. You'll also assist with following up with clients to ensure that they have a high level of customer satisfaction.

This is a full-time position with 100% of the work performed in-office, with hours from 8:30 AM to 5 PM.

If you work well in a fast-paced environment and consistently deliver a high-quality work product, reach out to us today!

All candidates must have at least 5 years of sales experience, preferably at a professional services organization, such as insurance/financial services!--Candidates without any relevant experience will not be considered.

Responsibilities:
--- Keep the customer database updated to ensure information on prospective and past clients is current
--- Funnel new qualified leads into the sales pipeline by following up with each prospect via email, phone calls or other forms of communication
--- Track performance goals and key sales metrics on a monthly and quarterly basis to make sure company goals are achieved
--- Qualify incoming leads so appointments are arranged as fast as possible to provide an excellent customer service experience
--- Manage own schedule to balance availability for meeting with PNCs as well as following-up with current clients to conduct quality control calls and interviews
--- Keep detailed notes in a centralized database
--- Be a team player to help our firm help our PNCs find clarity about the legal matter they contacted the firm for
--- Follow-up with PNCs who needed time to decide to hire the firm or said "no"
--- Facilitate a professional introduction and transition to the legal team once the case or matter has begun
--- Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on your "front lines" experience
--- Utilize a consultative selling approach when conducting sales calls to illustrate the value and benefits of our services
--- Update CRM system with details of all interactions with prospects and clients in a timely manner
--- Stay current with bar rules, legal industry trends, and information

Qualifications:
--- Understand the sales process and how to enter information into client databases
--- Superb communication skills, both written and verbal, as well as interpersonal skills and time management skills
--- Proven track record of at least 5 years of experience in a sales position or related field
--- High school diploma required, bachelor's degree preferred
--- A strong interest for consultative solutions selling
--- Proven track record utilizing a consultative sales approach
--- A proven track record with telephone sales
--- Demonstrated, proven success in lead generation, prospecting, contract negotiation, and closing customers
--- Experience with CRMs like Salesforce/HubSpot/Infusionsoft, particularly reporting, required
--- Independent, self-starter who thrives on immersion in a rapidly changing environment and excellent problem-solving and analytical skills
--- Proactive, can-do attitude, with great follow-through and resourcefulness along with attention to detail
--- Strong communication and interpersonal skills with the ability to be personable yet persistent
--- Knowledge of the legal industry is an asset, but not required

About Company:
Why join us?



Our core values are based on collaboration, relationships, respect, effective communication, and always providing the highest quality of work and advice to our clients. We strive to promote a work environment where people are welcomed and come into work knowing that they are supported.



To achieve a collaborative environment, we regularly host team building activities in and outside the office, and regular full-day training regarding internal communications to promote transparency regarding company expectations and to also encourage ongoing dialogue.



Benefits we offer:

Health, vision, and dental insurance401(k) company matchingPaid holidaysCasual Friday dress code

Keywords: Law Offices of Tyler Q. Dahl, West Sacramento , Client Engagement Specialist, Other , West Sacramento, California