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Client Engagement Specialist
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Job Description
- Req#: 508021
Employer Industry: Legal Services
Why consider this job opportunity:
- Competitive compensation with the potential to earn up to 30% of the annual base salary in bonuses
- Opportunity for career advancement and growth within the organization
- Hybrid work arrangement with in-office presence required only two days per week
- Supportive and collaborative work environment
- Chance to build meaningful relationships with clients and contribute to their success
What to Expect (Job Responsibilities):
- Conduct meetings (in-person or over the phone) with existing clients to discuss their needs and present tailored solutions
- Ensure adherence to ethical practices by avoiding the provision of legal advice or independent fee quoting
- Oversee client onboarding by creating engagement agreements and managing payment processes
- Maintain ongoing communication with clients, especially those who miss appointments, to foster future engagements
- Keep detailed records of client interactions and conversion metrics in the CRM system
What is Required (Qualifications):
- 1-2 years of experience in sales of products or services, preferably in luxury or high-end markets
- Proven track record of success in consultative sales
- Experience using a CRM for reporting and data analysis to manage sales performance
- Strong empathy and active listening skills to build trust with clients
- Proficiency in Microsoft 365 and similar tools
How to Stand Out (Preferred Qualifications):
- Fluency in Spanish (written and verbal) to communicate effectively with a diverse client base
- Knowledge of business-based immigration is a plus, but eagerness to learn is also welcomed
- Background in the legal industry or familiarity with legal services
#LegalServices #ClientEngagement #HybridWork #SalesOpportunity #CareerGrowth
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