Sales Intake & Conversion Specialist jobs in United States
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Law Office of Patrick J McLain, PLLC · 4 days ago

Sales Intake & Conversion Specialist

The Law Office of Patrick J. McLain, PLLC is a premier defense firm based in Dallas, Texas, specializing in criminal and military defense. They are seeking a Sales Intake & Conversion Specialist to convert qualified leads into signed clients, conduct intake conversations, and maintain follow-up throughout the decision cycle, ensuring a seamless connection between potential clients and the legal team.

Legal

Responsibilities

Conduct high‑quality intake calls and consultations that assess fit, set expectations, and move potential clients toward clear next steps and signed agreements
Drive consistent follow‑up across 5 to 12 touchpoints. Use phone, text, email, and CRM tasks to keep momentum. Maintain clean notes and next actions for every lead
Achieve and then exceed current conversion benchmarks. Track your metrics, review outcomes, and use simple analysis to improve your own close rate
Ensure a complete warm handoff to attorneys and paralegals with accurate facts, issues, goals, payment status, and promised follow‑ups
Communicate value over price. Position outcomes, communication, and care, and explain why a premium service is in the client’s best interest
Build and nurture relationships. Re‑engage past clients and past potential clients and cultivate referral sources. Do not wait on website inquiries alone
Learn the essentials of criminal defense and military justice quickly so you can speak credibly, ask smart questions, and earn trust
Coordinate with marketing and intake teammates for smooth processes, without supervisory duties

Qualification

Service-based salesCRM toolsSales analyticsMilitary culture understandingBilingual (English/Spanish)Client-focused communicationEmpathyPersistenceProblem-solving

Required

At least 2 years of success in service‑based sales
Strong understanding of military culture and criminal defense client needs
Balances empathy and urgency without being pushy
Handles sensitive matters with professionalism
A strategic thinker who thrives on overcoming objections and delivering solutions
Persistent and resilient, comfortable with structured follow-up and objection handling until there's a clear yes or no
Proficiency in CRM tools and sales analytics

Preferred

Experience in legal, healthcare, financial services, or other high‑stakes environments
Proficiency in English and Spanish

Benefits

Health and dental insurance.
401(k) with employer match after one year.
Paid time off and holidays.

Company

Law Office of Patrick J McLain, PLLC

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Law Firm based in Dallas, Texas founded by Patrick McLain, a criminal lawyer with 25 years of experience.