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Wizehire · 2 days ago

Legal Intake & Sales Specialist

Melrose, MA

Full-time

Onsite

New Grad, Entry Level

Wizehire is a company that focuses on providing high-quality legal services through thoughtful collaboration. They are seeking a Legal Intake & Sales Specialist who will engage with potential clients, explain the firm’s services, and guide qualified leads through the intake and consultation process.

Human ResourcesInternetRecruiting

Responsibilities

Respond promptly to inbound leads (phone, email, and online inquiries)

Conduct initial consultations with prospective clients

Explain the firm’s services, fee structures, and next steps clearly and accurately

Assess client needs and determine appropriate referrals within the firm

Maintain accurate records in the firm’s CRM or case management system

Follow up with prospective clients to answer questions and support decision-making

Collaborate with attorneys and administrative staff to ensure a smooth onboarding process

Meet or exceed monthly conversion and revenue goals

Qualification

Sales experienceClient intake experienceCRM proficiencyCommunication skillsEmpathyInterpersonal skillsOrganizational skillsDetail-orientedConfidentiality handling

Required

Prior experience in sales, client intake, or consultative roles (legal, medical, or professional services preferred)

Strong communication and interpersonal skills

Ability to build rapport and trust quickly

Comfortable handling confidential and sensitive information

Organized, detail-oriented, and reliable

Proficiency with CRM systems and basic office technology

Preferred

Experience in a law firm or legal intake role is a plus, but not required

Benefits

Defined procedures

Supportive workplace

Some scheduling flexibility

Opportunities for long-term growth

Company

Wizehire

WizeHire, the most user-friendly, effective hiring solution for small businesses.

Founded in 2014

Houston, Texas, USA

51-200 employees

https://wizehire.com

Funding

Current Stage

Growth Stage

Total Funding

$37.5M

Key Investors

Tiger Global Management

2022-05-10Series B· $30M

2021-02-09Series A· $7.5M

Leadership Team

Sid Upadhyay

Co-founder & CEO

Nick Carneiro

Chief Technology Officer

Recent News

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Small Biz Breakdown: Team Trump or Team Musk?

2025-06-09

Small Business Trends

Wizehire Launches AI Assistant to Streamline Small Business Hiring

2025-06-07

PR Newswire

Wizehire Launches AI Recruiting Assistant to Help Small Businesses Hire Faster and Smarter

2025-06-03

Company data provided by crunchbase