1

Legal Intake Sales Jobs in Wisconsin (NOW HIRING)

WI · On-site

$180 - $260/hr

... Sales, Product, Engineering, Enablement, Support, Security, Legal, and IT. Day to Day ... Lead the evolution of Presales Engineering escalation strategy, including routing models, intake ...

Zywave's Legal Department relies on accurate, timely contract work to keep the business moving and ... sales using approved templates and standard modifications * Manage contract intake and route ...

Description Zywave's Legal Department relies on accurate, timely contract work to keep the business ... sales using approved templates and standard modifications * Manage contract intake and route ...

WI · On-site

$150 - $250/hr

... legal processes, including contract lifecycle management, dispute intake, and litigation tracking ... Sales, Finance, HR, Compliance, Engineering, and Operations.* · Demonstrate strong written and ...

Family Law Attorney

Green Bay, WI · Remote

$100K - $150K/yr

We believe in combining strong legal advocacy with a highly personal, client-first approach ... Advocate, Sales and Intake teams all working together for the same goal. Benefits * Base ...

Lead complex commercial negotiations with Sales and Legal, grounded in data and market intelligence ... Experience building pricing operating models (intake, SLAs, delegation of authority) and scaling ...

Lead complex commercial negotiations with Sales and Legal, grounded in data and market intelligence ... Experience building pricing operating models (intake, SLAs, delegation of authority) and scaling ...

Bartenders must adhere to legal regulations regarding alcohol service, create a welcoming ... Continuously observe guests' alcohol intake and take appropriate actions to cut off or refuse ...

WI · On-site

$90 - $140/hr

... intake to offer for GTM roles (Sales, Marketing, Customer Success), Engineering roles (Software Engineers, Product, Engineering Leadership), G&A roles (Finance, Legal, HR, IT), and leadership ...

WI · On-site

$120 - $160/hr

This role does not carry a sales quota and is not a product management role. Success is measured by ... intake, clinical documentation, health information management, referral management, care ...

next page

Showing results 1-20

Legal Intake Sales information

What is the difference between Legal Intake Sales vs Legal Assistant?

AspectLegal Intake SalesLegal Assistant
Required CredentialsHigh school diploma, sales or customer service experience, knowledge of legal servicesHigh school diploma or associate degree, paralegal certification often preferred
Work EnvironmentCall centers, law firms, legal service providersLaw firms, legal departments, courts
Employer & Industry UsageLegal service providers focusing on client acquisitionSupporting attorneys with administrative and case management tasks
Common Search & Comparison IntentUnderstanding sales roles in legal industryLegal support roles assisting attorneys

Legal Intake Sales primarily focuses on client acquisition through sales and communication skills, while Legal Assistants support attorneys with administrative and case-related tasks. Both roles are essential in legal services but serve different functions within the industry.

How does the legal intake sales role interact with attorneys and other legal staff during the client onboarding process?

In a Legal Intake Sales position, you'll regularly collaborate with attorneys and paralegals to ensure that potential clients' cases are accurately assessed and routed. After gathering essential information from clients, you’ll communicate key details to the legal team, often participating in briefings or follow-up meetings to clarify case specifics. This teamwork is crucial for maintaining seamless client onboarding and ensuring that the right cases move forward efficiently. Successful Legal Intake Sales professionals develop strong communication skills and a good understanding of legal terminology to facilitate smooth collaboration.

What is a legal intake sales professional?

A Legal Intake Sales professional is responsible for handling initial inquiries from potential clients at a law firm or legal service provider. They gather essential case information, assess the needs of callers, and determine if the case aligns with the firm's practice areas. In addition to customer service, they use sales techniques to convert inquiries into new clients for the firm. Their role is crucial in the client acquisition process, as they are often the first point of contact and help guide clients through the intake process.

What are the key skills and qualifications needed to thrive as a legal intake sales professional?

To thrive as a Legal Intake Sales professional, you need a strong understanding of legal terminology, client qualification processes, and sales techniques, often supported by experience in legal or sales environments. Familiarity with customer relationship management (CRM) software, call tracking systems, and intake management tools is typically required. Excellent communication, active listening, and empathy are crucial soft skills for building trust and rapport with potential clients. These skills and qualities are vital to effectively convert inquiries into clients while ensuring a positive representation of the legal firm.

What are popular job titles related to Legal Intake Sales jobs in Wisconsin?

For Legal Intake Sales jobs in Wisconsin, the most frequently searched job titles are:

What cities in Wisconsin are hiring for Legal Intake Sales jobs?

Cities in Wisconsin with the most Legal Intake Sales job openings:

Infographic showing various Legal Intake Sales job openings in Wisconsin as of August 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 100% In-person job distribution.

Director, Presales Engineering

Segment (Twilio)

WI • On-site

$180 - $260/hr

Other

Posted 10 days ago


Job description

About the Role

The Director, Presales Engineering Excellence and Innovation will lead a high impact global function at the intersection of Sales Engineering, technical escalation management, field productivity, and product advocacy. The leader will support complex presales motions, advanced proof of concept execution, field escalation triage, AI driven workflow transformation, and strategic cross functional coordination across Sales, Product, Engineering, Enablement, Support, Security, Legal, and IT.

Day to Day Responsibilities
  • Lead the evolution of Presales Engineering escalation strategy, including routing models, intake boundaries, ownership clarity, technical decision paths, and measurable service expectations.
  • Drive AI forward transformation across the Presales Engineering organization, including prompt libraries, AI agents, approved connector strategy, custom GPT governance, MCP based workflows, knowledge retrieval systems, and field automation patterns.
  • Own or coordinate complex technical escalation paths for high value opportunities, production evaluations, proof of concept blockers, product readiness gaps, access issues, and field facing technical ambiguity.
  • Partner with Sales Engineering leadership to define and operationalize the future PSE model, including what the team owns, guides, declines, automates, or routes.
  • Build scalable systems for technical knowledge capture, including reusable playbooks, enablement assets, intake forms, escalation runbooks, product signal loops, owner registries, and review cadences.
  • Partner with Product and Engineering to convert recurring field issues into structured advocacy, including affected deals, ARR impact, technical gaps, workarounds, owning PMs, and requested outcomes.
  • Stabilize and improve support coverage for emerging product areas such as Data Security, Insider Threat Management, AI Security, and other fast moving Proofpoint portfolios.
  • Lead access governance coordination for Presales Engineering, including least privilege patterns, CyberArk and SailPoint workflows, lab and demo infrastructure access, queue ownership, approval paths, and exception handling.
  • Coordinate globally across AMER, EMEA, and APJ stakeholders to ensure presales support coverage, distribution list ownership, onboarding readiness, and escalation visibility.
  • Mentor senior technical contributors and team leads, helping them scale judgment, documentation quality, customer impact, and cross functional influence.
  • Translate experimental AI tooling into governed, repeatable operating models that are secure, measurable, supportable, and aligned to Proofpoint’s field and customer priorities.
Qualifications
  • 10 or more years of experience in Presales Engineering, Sales Engineering, Technical Consulting, Escalation Engineering, Solutions Architecture, Product Specialist, or related customer facing technical roles.
  • 5 or more years leading technical teams, transformation programs, field enablement efforts, or cross functional technical initiatives in enterprise software or cybersecurity.
  • Strong understanding of enterprise cybersecurity sales motions, including technical discovery, proof of concept execution, production evaluations, customer security architecture, objection handling, and executive level technical storytelling.
  • Demonstrated ability to lead complex escalations involving Sales, Product, Engineering, Support, IT, Security, Legal, and executive stakeholders.
  • Practical fluency with AI enabled workflows, LLM based tooling, knowledge retrieval, prompt engineering, agentic systems, governance models, and safe enterprise adoption patterns.
  • Experience building operating models, intake systems, governance frameworks, enablement libraries, automation workflows, or internal tooling for distributed technical teams.
  • Ability to distinguish experiments from production ready capabilities, and to define the controls needed to move from one to the other.
  • Strong judgment around data access, least privilege, customer confidentiality, security review, compliance boundaries, and responsible AI usage.
  • Excellent written communication skills, with the ability to produce crisp executive updates, technical runbooks, decision registers, operating models, and field ready guidance.
  • A bias toward durable systems, clear ownership, measurable outcomes, and scalable enablement.
Preferred Qualifications
  • Experience with Proofpoint products, Sales Engineering workflows, presales support operations, or enterprise cybersecurity field organizations.
  • Experience with Data Security, Insider Threat Management, email security, cloud security, identity workflows, AI security, or enterprise collaboration security.
  • Experience with tools such as Salesforce, Jira, Confluence, GitHub, Slack or Teams, Google Workspace, Workday, CyberArk, SailPoint, vector databases, MCP servers, or enterprise AI platforms.
  • Experience creating governance for custom GPTs, internal AI agents, prompt libraries, knowledge pipelines, or connector based workflows.
  • Experience managing global teams or distributed technical stakeholders across AMER, EMEA, and APJ.
Success Looks Like
  • Presales escalations have clear intake, routing, ownership, and closure paths.
  • Field teams get faster access to accurate technical guidance, without relying on one person’s memory or informal channels.
  • AI tooling becomes a governed multiplier for Sales Engineering productivity, not a shadow infrastructure risk.
  • Product advocacy becomes structured, evidence based, and tied to customer and revenue impact.
  • Access approvals, demo infrastructure, lab ownership, and technical queues have named owners and backups.
  • New hires and internal transfers onboard through repeatable checklists and clear technical readiness paths.
  • Leadership gets concise, reliable visibility into risk, workload, blockers, and investment needs.
Benefits
  • Competitive compensation
  • Comprehensive benefits
  • Career success on your terms
  • Flexible work environment
  • Annual wellness and community outreach days
  • Always on recognition for your contributions
  • Global collaboration and networking opportunities
#J-18808-Ljbffr