Intake and Client Success Specialist

Intake and Client Success Specialist

Job Type: Part-time
Expected hours: 15-20 per week (to increase as the firm grows)
Experience level: Minimum 1 year of Sales and/or Legal Intake Experience
Shift: Regular Business Hours (Pacific Time Zone Preferred)
Weekly Day Range: Monday to Friday
Ability to commute/relocate: N/A
Work Location: Remote

Seeking a Legal Intake and Client Success Superstar!

David Austin Law is an entrepreneurial real estate and commercial law firm on track for aggressive growth, and we are seeking an experienced legal administrative assistant and client intake coordinator to join our team. This is a part-time position which has the potential to become full time.

We want to be known for helping our clients achieve peace of mind by assisting them in building and implementing plans to protect themselves, their families, and their legacy. We also personally guide clients with expertise, empathy, and humility when life doesn't go as planned.

We are growing fast, and we need an intake and client success specialist who can hit
the ground running.

As our firm continues to grow quickly, this position will require multiple employees, which may allow the right candidate to move into a managerial position.

The primary responsibilities for this position include the following:
Client Engagement
Client Screening
Appointment Scheduling
Data Collection
Document Management
Follow-Up Coordination
Referral Management
Client Services Communication
Record Keeping
Customer Service
Collaboration
Process Improvement
Reporting
Documenting procedures and processes

The secondary responsibilities for this position include the following:
Client Relationship Management
Problem Resolution
Client Retention and Growth
Client Orientation
Communication and Coordination between clients and personnel
Preparation of Engagement Agreements
Invoicing
Payment Tracking and Follow-Up

If the statements below appeal or apply to you, you may be our next Intake and Client
Success Specialist: 

You are a self-starter who requires minimal supervision.
You genuinely care about making people’s lives better.
You are a naturally inquisitive and an empathetic, active listener
You love making lists for everything.
Everyone in your life calls you a people person.
You are energized by change but comfortable with routine tasks.
You smile when you answer the phone and understand professional phone etiquette.
You are a fantastic scheduler with a sickening degree of attention to detail.
You are very good with calendars, e-mail, spreadsheets, word processing, and CRM systems.
You are able to shift priorities with ease and flexibility.
You love seeing people in your life succeed.
You treat difficult people with compassion.
You constantly seek growth.

Necessary Qualifications:
At least one year in retail or professional sales (legal services, financial services, and real estate)
Comfort utilizing Zoom, Microsoft Office, calendaring platforms (like Google Calendar), Slack, CRM systems, and ClickUp. 

Ideal but not necessary qualifications:
Experience in law firm client intake, real estate transaction coordination, escrow, or other professional services intake (like financial services or real estate).

We love to (and will) help people learn and grow. However, we require an intake and client success specialist with experience facilitating clients from intake to file closing and beyond. The ideal candidate will be able to take initiative on work that needs to be done and complete tasks with minimal hand holding. Even more importantly, the candidate should be able to document the processes and tasks they complete to review with the firm’s owner.

There is the potential for bonus compensation for those who can demonstrate their profitability.

This position is expected to become full time for the right candidate.

Interested?

Email your resume and cover letter in PDF format to careers@davidaustinlaw.com 

We look forward to reviewing your resume.