Intake Manager - Boston
Listed on 2026-10-05
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Management
Operations Management
Since 2020, Lisinski Law Firm has served as a dedicated humanitarian immigration practice committed to providing meaningful support to individuals and families seeking safety, stability, and a path forward. We frequently stand with clients who have been turned away elsewhere, offering both advocacy and care. Joining our Firm means becoming part of a team devoted to keeping families together and “Changing as Many Lives as Possible.”
Aboutthe Role
The Intake Manager is accountable for end-to-end conversion performance, coaching effectiveness, and operational execution for an intake team operating in virtual and/or in-office modalities. This role leads and develops Intake Leads and Specialists, builds a disciplined coaching culture, and ensures consistent performance, compliance, and client experience standards. The Intake Manager drives results through data-informed decision-making, hands‑on coaching, and strong accountability systems while serving as a cultural and operational anchor for the team.
YourKey Contributions
- Lead, develop, and hold accountable a team of Intake Leads and Specialists, establishing clear expectations, performance standards, and coaching rhythms.
- Own conversion performance across the full span of control by analyzing performance data, identifying root causes of gaps, and implementing corrective actions with urgency.
- Develop Intake Leads as effective coaches and people leaders by strengthening their ability to observe consultations, evaluate performance, and independently drive improvement.
- Conduct structured 1:1s with Leads and direct reports, reviewing individual and team performance, coaching effectiveness, and development priorities.
- Review consultation recordings, dashboards, and CRM data to identify patterns, coaching opportunities, and escalation needs.
- Serve as the escalation point for complex, sensitive, or high‑stakes client situations requiring manager‑level judgment.
- Lead daily team huddles as applicable to reinforce priorities, review performance, align on execution, and sustain accountability and engagement.
- Partner with leadership on performance reporting, staffing needs, hiring decisions, and organizational development priorities, escalating insights with data and recommended actions.
- Partner with Training and QA to ensure firm standards are reinforced through frontline coaching and QA findings translate into corrective action.
- Manage performance at all levels, including recognition and development of top performers, structured PIPs, and decisive action on persistent underperformance.
- Participate in hiring decisions for Intake Lead and Specialist roles, applying established evaluation criteria and gold‑standard expectations.
- Ensure compliance with firm policies, CRM documentation standards, QA protocols, and operational requirements.
- When required due to volume or coverage needs, step in to conduct consultations, modeling the selling framework and consultation standards expected of all Specialists.
- High school diploma required;
Bachelor’s degree preferred - 3-5 years in a consultative sales role with demonstrated, articulable conversion performance results
- 2-4 years previous experience leading a team
- Immigration, legal services, financial services, or consultative professional services experience preferred
- CRM performance tracking and documentation proficiency (Litify/Salesforce preferred).
- Phone and video consultation execution to support overflow volume and maintain service levels as needed.
- Bilingual (Spanish English) B2-C1 Required
- Monday through Friday, 8:00 AM – 5:00 PM Local Time.
The expected salary for this role is $94,000-$101,250, though the final offer will reflect several factors…
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