Intake Sales Specialist (Spanish Bilingual) at CrewBloom

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Intake Sales Specialist (Spanish Bilingual) at CrewBloom. 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.. . 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.. . Minimum Technical and Work Environment Requirements:. . . Internet Connection:. . . . Primary internet connection with a minimum speed of . 15 Mbps. . . . Backup internet connection with at least . 10 Mbps. . . . Backup connection must be capable of supporting work during a power outage. . . . . . Primary Device:. . . . Desktop or laptop equipped with at least: . . . . Intel Core i5 (8th generation or newer). , . Intel Core i3 (10th generation or newer). , . AMD Ryzen 5. , or an equivalent processor. . . A minimum of . 8 GB RAM. . . . . . . . . Backup Device:. . . . Must meet or exceed the performance of an . Intel Core i3. processor. . . Must be functional during power interruptions. . . . . A functioning . webcam. . . . A . noise-canceling USB headset. . . . A . quiet, dedicated home office space. . . . . Peripherals and Workspace:. A . smartphone. for communication and verification purposes. . . Company Location: Peru.