Client Solutions Specialist

Reports To: Managing Attorney / Office Manager
Classification: Non-Exempt, Hourly
Work Location: On-Site – Marietta, Georgia
Schedule: Approximately 30–35 hours per week, with opportunity for full-time employment based on business needs

Steele Law Firm is seeking a Client Solutions Specialist (CSS) to join our team. This is a non-attorney sales position focused on connecting prospective clients with the legal services they need.

The Client Solutions Specialist will conduct initial consultations with pre-qualified Potential New Clients (PNCs), understand their goals and concerns, explain the Firm's services, and guide them through the decision-making process. The CSS will also follow up with prospective clients who miss consultations or do not immediately engage with the Firm and will assist with onboarding new clients through a professional handoff to the Legal Team.

The ideal candidate is a results-oriented, persuasive, empathetic, and relationship-focused sales professional who is comfortable having meaningful conversations with people who may be facing challenging circumstances.

• Conduct initial consultations with prospective clients in person, by phone, or by video conference.
• Build trust and rapport through compassionate, professional communication.
• Gather information about prospective clients and the matters for which they are seeking assistance.
• Understand the prospective client's goals, concerns, and sense of urgency.
• Educate prospective clients about the Firm's services and how the Firm may be able to assist.
• Use a consultative sales approach to help prospective clients make an informed decision about engaging the Firm.
• Follow up with prospective clients who miss consultations or do not immediately engage.
• Assist with the client onboarding process, including engagement agreements, payment, and coordination with the appropriate attorney and Firm staff.
• Ensure a smooth and professional handoff of new clients to the Legal Team.
• Follow up with new clients after engagement to ensure a successful transition and positive client experience.
• Maintain accurate client and sales records in the Firm's CRM and case management systems.
• Track and report sales and client-conversion metrics, including leads, qualified PNCs, scheduled and attended consultations, conversions, referral sources, and average case value.
• Participate in Staff Meetings and collaborate with Firm leadership and the Marketing Team to improve client communication, satisfaction, and sales conversions.
• Conduct follow-up outreach, including calls to former and existing clients, prospective clients, and professional referral sources.

• 2+ years of sales experience selling products or services required.
• Proven success using a consultative sales approach
  .
• Experience selling luxury or high-end products or services strongly preferred.
• Excellent verbal and written communication skills.
• Strong interpersonal, active listening, and relationship-building skills.
• Persuasive and results-oriented with strong follow-up and persistence.
• Empathetic, patient, and comfortable communicating with people in difficult or stressful situations.
• Highly accountable, proactive, and self-motivated.
• Collaborative team player with a growth-oriented mindset.
• Strong emotional intelligence and the ability to build long-term relationships.
• Real-life experience overcoming significant challenges and making positive changes in your life is a plus.

• Microsoft Outlook
• Microsoft Calendar
• Microsoft Word — ability to type 50 WPM
• Microsoft Excel
• CRM systems
• Case Management Systems (CMS)

This is a non-attorney position
. The Client Solutions…