Client Welcome Specialist - In Person, Newburyport
$58,240–$60,320 year
On-siteNewburyport, Massachusetts, United States
Job Summary
Prioritize and nurture leads and potential new clients through text, email, and phone calls, guiding them through the estate planning process with empathy. Manage attorney calendars using Zoho CRM and Acuity, while handling event and webinar support three evenings monthly. Track and analyze KPIs related to engagement and conversion rates to meet weekly, monthly, and quarterly goals, adjusting strategies when targets aren't hit. Assist attorneys with engagement letters, manage payments, and troubleshoot technical issues for clients. Provide detailed reporting on booked and non-booked leads to the marketing and sales teams. This role requires 5+ years of similar experience and a focus on performance-based bonuses.
Required Qualifications
- 5+ years in similar positions
- Excellence in Zoho CRM or similar systems
- Gmail
- Google Calendar
- Acuity
- Zoom
- Ability to troubleshoot and quickly learn new systems
- Excellence in sales data reporting
- utilization of Excel
- A listening ear
- strong verbal and written communication skills
- Manage multiple calendars, tasks, and ledas and PNC interactions efficiently and accurately
- Strong focus on meeting KPI goals
- Passionate about nurturing leads
- addressing client concerns
- ensuring clients feel supported and engaged throughout their journey
- Collaborate effectively with attorneys, legal support staff, and the marketing team
Desired Qualifications
- tech-savvy
- thrives in a fast-paced environment
- dynamic
- empathy
- curiosity
- passion
- compassion
- care
- Curiosity
- Passion
- empathy and care throughout their journey
- loves managing leads and PNCs
- driven to ensure clients feel valued and supported throughout their estate planning journey
- passionate about helping people
- showing empathy and care throughout their journey
- approach every lead and PNC with curiosity
- listen deeply to their needs
- offer personalized solutions
- Be passionate about helping people
- showing empathy and care throughout their journey
- provide outstanding, compassionate support to leads and PNCs
- ensuring they feel cared for and confident in their decisions
- Assist with technical issues (Zoom, Acuity)
- ensure timely responses to client inquiries
- Approach every lead and PNC with curiosity
- listen deeply to their needs
- offer personalized solutions
- Be passionate about helping people
- showing empathy and care throughout their journey
- provide outstanding, compassionate support to leads and PNCs
- ensuring they feel cared for and confident in their decisions
- Assist with technical issues (Zoom, Acuity)
- ensure timely responses to client inquiries
- passionate about nurturing leads
- providing compassionate care
- driving results
- passionate about nurturing leads
- providing compassionate care
- driving results
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