Welcome Coordinator

Four Corners Legacy Law is a boutique, relationship-driven estate planning firm dedicated to delivering high-touch, meaningful client experiences that truly impact families and their futures. We combine a purpose-driven mission with a performance-focused culture, creating an environment where high standards, ownership, and growth are expected and rewarded. This is a place for professionals who want their work to matter and to be part of something intentionally different.

The Welcome Coordinator owns the top of the client funnel—managing inbound leads, qualifying prospects, and converting them into scheduled consultations.

This is a high-accountability, performance-driven role. Success is measured by responsiveness, qualification accuracy, and scheduled & held appointments—not activity alone.

You will fully own the pipeline from initial inquiry through scheduled consultation, ensuring no qualified lead is lost due to delay, disorganization, or lack of follow-through. This role requires a proactive, results-driven professional who is comfortable actively pursuing opportunities, not simply responding to inbound inquiries. Success in this position requires persistence, urgency, confident follow-up, and the ability to consistently move prospective clients toward action through structured outreach and relationship-driven communication.

• Manage all inbound leads with immediate response and structured follow-up
• Ensure every lead has a clear next step—no gaps, no missed opportunities

• Conduct structured intake calls (~15 minutes) to assess fit and readiness
• Guide conversations with clarity and confidence toward scheduling
• Protect attorney time through strong qualification discipline
• Drive qualified leads through the consultation pipeline by scheduling strategy sessions for attorneys and maintaining consistent follow-up throughout the process
• Reinforce value and expectations to drive strong show rates
• Ensure clean, accurate handoff for attorney meetings

• Execute persistent, structured follow-up across phone, text, and email
• Actively pursue unresponsive or stalled leads with professionalism and urgency
• Drive pipeline movement through confident outreach and relationship-building communication
• Maintain momentum throughout the sales process rather than waiting for leads to re-engage independently
• Ensure prospective clients are prepared and positioned for a productive consultation

• 3+ years in intake, client acquisition, appointment setting, or similar role
• Proven ability to proactively pursue leads, overcome hesitation or lack of responsiveness, and consistently drive qualified leads toward scheduled appointments
• Exceptional organization, responsiveness, and follow-through
• Strong communication skills with confidence and control in conversations
• Self-directed, high-accountability performer who takes ownership of outcomes
• Comfortable in a metrics-driven, performance-focused environment

You will primarily work within

• Zoho CRM for lead and pipeline management
• Zoho Bookings tool to manage consultations and follow-ups
• Dialpad for call handling and tracking
• Microsoft 365 (Word, Excel, PowerPoint, One Drive, SharePoint, Teams) for internal operations and document management
• Google Calendar for scheduling and calendar management
• Compensation
  : $45,000-$65,000 annually and/or $ hourly, inclusive of performance-based bonus opportunities tied to qualified and held consultations.
• Paid Time Off to maintain work-life balance
• Health Insurance contribution to support your well-being
• Simple IRA Plan with 3% company match
• Ongoing training and professional development

• Office Locations
  :
  Albany, NY and Chatham, NY
• Work Type
  :
  Hybrid
• Schedule
  :
  Full-time, Monday-Friday

• Speed-to-Lead: All new leads contacted same day
• Pipeline Discipline: Every lead tracked, managed, and progressed
• Scheduling Performance: Strong lead-to-consultation conversion and show rates
• Execution: High-volume outreach with structured daily workflow
• Ownership: Full accountability for results within the CRM

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