Remote Client Engagement Specialist (CES)
$45,000–$55,000 year
RemoteAtlanta, Georgia, United States
Job Summary
Respond to inbound inquiries from prospective clients via phone, email, and other communication channels. Conduct intake conversations to gather information and determine alignment with firm services. Schedule consultations with attorneys and ensure prospective clients are prepared for their appointments. Conduct outbound follow-up with prospective clients, referrals, event attendees, and other leads. Maintain accurate and detailed records within the firm's CRM and intake systems. Monitor and manage lead activity to support consultation scheduling and client retention goals. Collaborate with marketing partners and firm leadership regarding lead quality, referral sources, and conversion trends. Support follow-up efforts related to seminars, webinars, community events, and referral partnerships. Coordinate communication with referral sources and professional partners as needed. Maintain confidentiality of sensitive client and financial information. Perform other related duties as assigned.
Required Qualifications
- Minimum of three (3) years of experience in a consultative sales, business development, client intake, account management, or similar customer-facing role
- Demonstrated ability to communicate effectively by phone and build rapport with prospective clients
- Experience managing follow-up activities and maintaining accurate records within a CRM or similar system
- Strong written and verbal communication skills
- Ability to work independently in a remote environment while managing multiple priorities
- Proficiency with Microsoft Office and web-based business applications
- Candidates located in the Atlanta metropolitan area
- Ability to communicate effectively via telephone and video conferencing
- Ability to operate standard office equipment
Desired Qualifications
- Experience in legal services, financial services, insurance, healthcare, real estate, or other professional service industries
- Familiarity with CRM and intake management systems such as Lawmatics, CallRail, or similar platforms
- Experience supporting lead conversion, consultation scheduling, or client onboarding processes
- Excellent interpersonal and relationship-building skills
- Strong organizational and time-management abilities
- Ability to communicate professionally and empathetically with individuals discussing sensitive personal matters
- Sound judgment and problem-solving skills
- Ability to handle confidential information with discretion
- Results-oriented mindset with a focus on client service and business development
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