Intake Sales Specialist

Job Description

Job Description

Marshall & Taylor is a growing, top-rated family law firm seeking a Legal Intake Sales Specialist to join our team in Raleigh.

This role is ideal for someone who is both empathetic and sales-driven —someone who can connect with people quickly, build trust, and confidently guide prospective clients toward taking the next step with our firm.

As the first point of contact for many potential clients, this position plays a critical role in creating a strong first impression, delivering an excellent client experience, and converting qualified leads into paid consultations and retained clients.

This is not just an administrative or customer service role. This is a consultative sales role for someone who thrives in a fast-paced environment, values meaningful work, and is motivated by results, follow-up, and helping people through difficult situations.

Compensation- $45,000–$55,000 base salary, based on experience, plus monthly performance-based bonus opportunities

$45,000 - $55,000 base salary DOE + bonus opportunities

• Answer inbound calls, texts, web inquiries, and follow-up opportunities from prospective clients
• Build rapport quickly and create a welcoming, professional, and confident first impression
• Guide potential clients through the intake process with empathy, urgency, and professionalism
• Communicate the value of the firm’s services and convert qualified leads into paid consultations
• Follow up consistently with prospective clients who have not yet booked or retained
• Handle objections professionally and help potential clients feel confident taking the next step
• Maintain accurate and detailed notes, lead statuses, and activity tracking in the CRM
• Track referral sources, consult bookings, and conversion activity
• Meet and exceed performance expectations related to responsiveness, follow-up, booking, and conversion
• Partner closely with attorneys and leadership to support a smooth handoff and strong client experience
• Help improve intake workflows, scripts, and overall conversion performance over time

• 2+ years of experience in sales, intake, customer service, call center, or another client-facing role
• Proven ability to build trust, guide conversations, and close appointments or sales
• Strong verbal and written communication skills
• High emotional intelligence and the ability to speak with people who may be stressed or emotional
• Ability to think on your feet and respond confidently in live conversations
• Strong follow-up discipline and attention to detail
• Comfortable working in a fast-paced, metrics-driven environment
• Strong organizational and time-management skills
• Experience using CRM software and maintaining accurate records
• Positive attitude, resilience, and professionalism
• Legal, family law, or professional services experience is a plus
• High school diploma or GED required; bachelor’s degree preferred

Why Us: Marshall & Taylor, PLLC is a respected and growing family law firm committed to helping clients navigate some of the most difficult moments of their lives with clarity, compassion, and strong legal guidance.

We are building a team that values empathy, accountability, professionalism, and growth. We offer a more collaborative and energized environment than the traditional law firm model and are looking for team members who want to make an impact while continuing to grow in their careers.

What We Offer:

• Performance-based bonus opportunities
• Group health insurance
• Paid time off
• Retirement plan
• Paid professional development and training
• Supportive team environment
• Growth-oriented culture focused on results, empathy, and continuous improvement