Sales Team Manager jobs in United States
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Carolina Family Estate Planning ยท 2 months ago

Sales Team Manager

positionCary, NC
timeFull-time
remoteHybrid
senioritySenior Level
money$90K/yr - $110K/yr
date7+ years exp

Carolina Family Estate Planning (CFEP) is seeking an experienced and people-centered Sales Manager to lead their Client Relations Department. This role involves managing a team focused on client intake, sales, and success, ensuring a smooth onboarding process while achieving sales goals and maintaining a positive team culture.

Asset ManagementLegalNursing and Residential Care

Responsibilities

Lead and develop the Client Relations team, including Client Relationship Managers, Welcome Specialists, and Client Success Coordinators
Own the firm's monthly and quarterly sales goals for estate planning, updates, and estate administration
Track, analyze, and report on key performance indicators such as conversion rates, meeting volume, and revenue growth
Collaborate with Marketing and Legal to improve the client experience and ensure consistent, value-based communication
Coach team members through client interactions, provide regular feedback, and personally step into key meetings when needed
Conducting client meetings when needed
Oversee recruiting, training, and onboarding within the department to maintain excellence and continuity

Qualification

Sales managementClient relationsTeam leadershipData analysisCRM experienceEmotional intelligenceProblem-solvingTeamworkAttention to detail

Required

7+ years of demonstrated sales success in professional services or high-value consultative environments
5+ years of leadership experience managing and developing a team
Skilled communicator with strong emotional intelligence and attention to detail
Comfortable using data and metrics to drive performance
Experienced with CRMs and productivity tools (Lawmatics, Actionstep, Google Workspace, or similar)
Committed to proactive problem-solving, teamwork, and continuous improvement

Benefits

Paid holidays and paid time off (PTO)
Health insurance (medical, vision, and dental)
Life, disability, and long-term care insurance
401K retirement plan with up to 3.5% employer match
Ongoing training and professional development

Company

Carolina Family Estate Planning

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Carolina Family Estate Planning provides asset protection, powers of attorney, and care planning services.
dateFounded in 2009
location
Cary, North Carolina, USA
people-size11-50 employees
web-link
https://www.carolinafep.com

Funding

Current Stage
Early Stage

Leadership Team

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Jackie Bedard
Founder, Estate Planning & Elder Care Attorney
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Company data provided by crunchbase