Client Engagement & Sales Specialist

Help Families Protect Their Legacy. Build a Career That Makes a Difference.

Location Northborough & Natick, Massachusetts (Hybrid)

At Kristine Romano Law
, you will help families make one of the most important decisions they will ever make, protecting the people they love, preserving their assets, and planning confidently for the future. Every conversation you have can provide peace of mind to someone facing life's biggest milestones or challenges. Whether they are planning for retirement, protecting their children, or navigating elder care, you will be the trusted guide who helps them take the next step.

If you are a relationship-builder who thrives on meaningful conversations rather than high‑pressure sales tactics, we would love to meet you.

For nearly 20 years,
Kristine Romano Law has earned a reputation for compassionate legal guidance in estate planning, elder law, special needs planning, and long‑term care planning. We are a boutique firm that believes every client deserves exceptional care, clear communication, and trusted guidance. Our culture is built on empathy, collaboration, integrity, and excellence. Here, success isn’t measured by how many calls you make—it’s measured by the families you help.

$60,000 yearly base plus bonus.

• Build meaningful relationships with prospective clients through consultative conversations
• Follow up on consultations and guide families through the decision‑making process
• Clearly communicate the value of estate planning and elder law services
• Help clients feel confident, informed, and supported every step of the way
• Maintain consistent communication through phone, email, and text
• Manage your sales pipeline and client journey using CRM systems
• Partner closely with attorneys and intake team to deliver an exceptional client experience
• Identify opportunities to improve client satisfaction and conversion rates
• Contribute directly to the continued growth of our firm

• You genuinely enjoy helping people.
• You listen first, build trust naturally, and guide conversations with confidence and empathy.
• You don’t believe in pressure; you believe in providing value.

• 3+ years of experience in sales, client engagement, intake, or business development
• A consultative sales approach focused on relationships rather than transactions
• Exceptional communication and active listening skills
• Confidence in discussing sensitive topics with compassion and professionalism
• Strong organizational and follow‑up skills
• A results‑driven mindset with personal accountability
• The ability to build trust quickly and authentically

• Experience in estate planning, elder law, legal services, financial services, healthcare, or insurance
• Experience using CRM systems such as Clio, Smokeball, or similar platforms
• Previous law firm intake or client experience

• Consistently convert consultations into engaged clients
• Create an outstanding experience where every prospective client feels heard and valued
• Maintain proactive and organized follow‑up
• Collaborate seamlessly with attorneys and team members
• Contribute to both firm growth and exceptional client satisfaction

$60,000 annually

Up to $100,000+ through a generous performance‑based bonus structure.

• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Long‑Term Disability Coverage
• 401(k) with Employer Match
• Paid Time Off
• Hybrid Work Environment
• Professional Development & Growth Opportunities

We’re building something special. You’ll join a supportive, collaborative team that genuinely cares about one another and the families we serve.

• Make a meaningful impact every single day
• Build trusted relationships instead of making cold sales
• Grow into leadership, business development, or operations roles
• Work alongside experienced attorneys committed to excellence
• Be part of a firm where compassion and professionalism go hand in hand

If you’re looking for a career…