Client Relations Specialist
•Today
| Verified Pay | $30000 - $42000 per year |
|---|---|
| Hours | Full-time |
| Location | Colorado Springs, Colorado |
About this job
Job Description
Job Description
Client Relations Specialist (Sales, Intake & Reception)
Location: Colorado Springs, CO | Position Type: Full-Time
About Peakstone Law Group
At Peakstone Law Group, we believe the first interaction with a potential client sets the tone for the entire relationship. We are a fast-growing, client-focused law firm dedicated to delivering exceptional service across our Criminal Defense, Probate, and Estate Planning divisions. Our Client Relations Specialist (CRS) is the front-line representative of our firm—responsible for making a powerful first impression, turning inquiries into consultations, and consultations into clients, all while ensuring our reception area operates smoothly and professionally.
At Peakstone Law Group, we believe the first interaction with a potential client sets the tone for the entire relationship. We are a fast-growing, client-focused law firm dedicated to delivering exceptional service across our Criminal Defense, Probate, and Estate Planning divisions. Our Client Relations Specialist (CRS) is the front-line representative of our firm—responsible for making a powerful first impression, turning inquiries into consultations, and consultations into clients, all while ensuring our reception area operates smoothly and professionally.
Position Overview
We are seeking a driven, personable, and detail-oriented Client Relations Specialist who can excel at selling the firm’s value, managing a high-volume intake process, and serving as the professional face of our office. The ideal candidate will be equally comfortable connecting warmly with people in crisis, persuasively communicating how our firm can help, accurately tracking leads, and performing traditional receptionist duties that ensure an organized, welcoming front office.
Key Responsibilities
Lead Conversion & Sales
- Serve as the first point of contact for all inbound leads via phone, email, and online inquiries.
- Use consultative sales techniques to build rapport, identify client needs, and persuasively present the firm’s services.
- Achieve and exceed monthly consultation booking and conversion targets.
- Consistently follow up with unconverted leads to keep them engaged and move them toward retaining the firm.
Intake Management
- Conduct thorough intake calls, gathering all necessary information to set attorneys up for successful consultations.
- Schedule and confirm consultations, ensuring prospective clients are prepared and informed.
- Maintain the highest level of professionalism, empathy, and discretion in all interactions.
Reception & Administrative Duties
- Greet clients, visitors, and vendors warmly and ensure a positive, professional experience.
- Manage incoming calls—screen, forward, or take detailed messages as appropriate.
- Maintain a clean, organized, and welcoming reception area.
- Handle incoming and outgoing mail, packages, and courier deliveries.
- Assist with stocking and organizing office supplies, including snacks and client refreshments.
- Support general office functions, such as filing, scanning, and data entry, as needed.
Data Tracking & Reporting
- Accurately log all lead interactions in the CRM and intake software.
- Track and analyze lead sources, conversion rates, and other key metrics to inform marketing and operational decisions.
- Prepare weekly and monthly performance reports for management.
Collaboration & Continuous Improvement
- Work closely with attorneys, paralegals, and the marketing team to align intake and reception processes with firm goals.
- Provide feedback on marketing campaigns and lead quality based on real-world client interactions.
- Suggest and help implement process improvements to increase efficiency and client satisfaction.
Qualifications
- Proven success in sales, client services, intake, or receptionist roles—experience in a law firm, medical office, or other professional services setting preferred.
- Strong persuasion and negotiation skills with a proven ability to close sales.
- Excellent verbal and written communication skills; ability to connect quickly with people from diverse backgrounds.
- Highly organized, detail-oriented, and able to manage multiple priorities.
- Proficiency in CRM systems, Microsoft Office, and data tracking tools.
- Professional appearance and demeanor, with a warm, approachable personality.
Performance Expectations
- Meet or exceed monthly lead-to-consultation and consultation-to-client conversion targets.
- Maintain 100% accuracy in data entry, scheduling, and reporting.
- Deliver a high-touch, client-centered experience consistent with Peakstone Law Group’s values.
- Ensure reception and front office operations run smoothly at all times.
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