Intake Specialist
Listed on 2026-02-16
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Business
Business Continuity, Operations Manager
Salary Range: $50,000-$60,000 annually plus bonus incentives for client signups
We are a growing real estate law firm in Los Angeles, California.
About the RoleWe are seeking a motivated and results-driven Intake Sales Manager to join our growing team. In this pivotal role, you'll be responsible for managing our client intake process and leading a team of intake specialists to maximize conversion rates and ensure exceptional client experience from first contact. Our firm currently receives 400-800 leads per month in which we have a grading scale for priority, as well as numerous automations and workflows to assist the team in hitting their goals.
Key Responsibilities- Lead and develop the intake team to achieve departmental KPIs and conversion targets (qualified leads, conversion rate, signups)
- Utilize Lawmatics CRM and reporting systems to track performance metrics and optimize the intake process
- Analyze intake data to identify trends and opportunities for process improvement
- Manage the sales pipeline from initial inquiry to signed client
- Train and mentor intake specialists on effective consultation techniques
- Personally handle high-value potential client consultations
- Generate comprehensive performance reports for leadership
Preferred Experience
- 2+ years of sales management experience, preferably in a legal or professional services environment
- Experience working in a law firm (e.g. legal intake, paralegal)
- Knowledge of California Real Estate Law
- Previously managed 2 or more employees
- Proven track record of meeting or exceeding sales targets
- Experience with Lawmatics & Clio (or similar CRM and Case Management Tools)
- Strong analytical skills and data-driven decision making
- Excellent communication and leadership abilities
- Bachelor's degree preferred but not required for candidates with exceptional experience
- You join a fast-growing real estate litigation firm that invests heavily in operations, training, and technology, giving you the tools to actually succeed and scale your team.
- Leadership is hands-on, supportive, and data-driven, with clear goals, transparent expectations, and real opportunities to contribute to firm-wide strategy.
- Intake isn’t treated as a call center — it’s a core revenue engine — so your role directly influences growth, client experience, and monthly signups.
- You get access to modern systems like Lawmatics, Clio, Google dashboards, and AI-assisted workflows that make your work faster and more efficient.
- The firm actively builds referral networks, marketing pipelines, and high inbound lead flow, creating a strong environment for consistent conversion wins.
- There is true upward mobility as the intake department expands, including opportunities to build a team, develop SOPs, and shape the department as the firm scales to multi-office levels.
If you're ready to lead a dynamic team while driving measurable results through strategic intake management, we want to hear from you!
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