New Client Acquisition Specialist
dalal mehtaDenver, CO
New Client Acquisition Specialist
dalal mehtaDenver, CO
today
Occupations
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelLawyersSales ManagersAbout the role
Client Acquisition Specialist We are a growing U.S.-based immigration law firm seeking an experienced Client Acquisition Specialist to take ownership of our front-end client acquisition process — from the moment a potential client contacts our firm through consultation, retention, and successful transition to our Case Management Team. This is a sales-focused, results-driven position for someone who understands lead management, sales conversion, CRM management, KPIs, follow-up, and accountability. The Client Acquisition Specialist will work closely with our Reception and Sales Teams to ensure leads are being handled properly, consultations are being scheduled and followed up on, opportunities are not being lost, and monthly client acquisition goals are being achieved. This person should not simply report numbers. We are looking for someone who can identify problems, understand why they are happening, and help implement solutions. Strong sales experience is REQUIRED. Immigration law experience is preferred but not required. We are willing to train an experienced sales professional on immigration services and our firm's processes. Key Responsibilities1. Lead Management & Pipeline Oversight You will help oversee the firm's lead pipeline from initial inquiry through retention.
Responsibilities include:
- Monitor all incoming leads and ensure they are properly entered into the CRM.Ensure new leads are contacted promptly.
- Monitor speed-to-lead and response times.
- Ensure leads are properly assigned to the appropriate team member.
- Identify leads that have not been contacted or followed up with.
- Monitor follow-up activity and overdue tasks.
- Identify stale leads and opportunities sitting in the pipeline.
- Ensure lead statuses and pipeline stages are accurate.
- Monitor lead quality and conversion by source.
- Identify bottlenecks within the sales pipeline.
- Help ensure that no qualified lead falls through the cracks.2. Sales & Client Acquisition
- Monitor Sales Team performance and conversion results.
- Track individual and overall sales performance.
- Review sales calls, follow-ups, and outcomes.
- Identify why prospective clients are not converting.
- Help improve sales scripts, follow-up strategies, and processes.
- Monitor whether appropriate follow-up is actually being completed.
- Identify high-value or unconverted opportunities requiring additional attention.
- Help the team improve closing and conversion rates.
- Assist with training and improving sales performance.
- Help maintain accountability for monthly sales goals and KPIs.
- Work toward increasing the firm's overall number of retained clients and revenue.3. Consultation Management
- The Client Acquisition Specialist will monitor the entire consultation pipeline.
- This includes:
- Consultations scheduled
- Consultations completed
- CancellationsRescheduled consultations
No-shows
Consultation attendance/show rate
Consultation outcomes
Post-consultation follow-upConsultation-to-client conversion
You will be responsible for identifying issues such as:
Consultations being scheduled incorrectly.
Incorrect team member or attorney being assigned.
Missing consultation information.
Prospective clients not receiving confirmations.
No-shows not being contacted.
Canceled consultations not being rescheduled.
Consultation outcomes not being properly entered into the CRM.Prospective clients not receiving timely follow-up after consultations.
The goal is to improve both consultation attendance and consultation-to-client conversion.4. Reception & Sales KPI Tracking
A major part of this position is monitoring the performance of both our Reception and Sales Teams.
KPIs may include:
Total incoming leads
Speed to lead
Leads contacted
Contact rate
Qualified lead rate
Consultations scheduled
Consultation show rate
Cancellation rate
No-show rate
Follow-up completion
Consultation-to-client conversion
Number of clients retained
Revenue generated
Sales performance by team member
Reception lead-handling performance
Missed calls
Unreturned inquiries
Lead source performance
You should be comfortable reviewing these numbers regularly and identifying why performance has increased or decreased.5. ROI & Marketing Performance
You will also assist management with understanding the financial performance of our lead-generation efforts.
Responsibilities include:
- Track leads by marketing source.
- Track qualified leads by source.
- Track consultations by source.
- Track retained clients by source.
- Track revenue generated by source.
- Monitor conversion rates by marketing channel.
- Assist with calculating and monitoring Return on Investment (ROI).Identify sources producing high-quality leads.
- Identify sources producing poor-quality or low-converting leads.
- Help determine which marketing channels are actually producing paying clients.
- Identify discrepancies in lead-source attribution.
- Prepare clear performance reports for ownership.6. Sales Operations & Administrative Oversight
- The Client Acquisition Specialist will also be responsible for identifying and helping correct administrative problems that may result in lost leads, lost consultations, poor client experiences, inaccurate reporting, or lost revenue.
- CRM / Lawmatics Administration
- Our firm uses Lawmatics as its CRM.You will:
- Monitor Lawmatics daily.
- Ensure leads are entered correctly.
- Ensure leads are assigned correctly.
- Monitor duplicate leads.
- Ensure lead sources are accurately recorded.
- Ensure notes and communications are properly documented.
- Monitor incomplete and overdue tasks.
- Identify leads sitting in incorrect pipeline stages.
- Identify stale or untouched leads.
- Ensure consultation outcomes are entered.
- Ensure retained clients are properly identified.
- Conduct regular pipeline audits.
- Identify inconsistencies between CRM data and actual team activity.
- Ensure the Reception and Sales Teams consistently follow CRM procedures.
- Prior Lawmatics experience is strongly preferred; however, experience with another established CRM is acceptable.7. Lead Assignment & Follow-Up Administration
- You will monitor for problems including:
- Leads not being assigned.
- Leads being assigned to the wrong person.
- Leads not being reassigned when someone is unavailable.
- Uneven or inappropriate distribution of leads.
- Leads receiving delayed responses.
- Follow-up tasks being ignored.
- Prospective clients going days without contact.
- High-value opportunities being forgotten.8. Reception Oversight
- Because Reception is the first point of contact for many potential clients, you will monitor front-end performance including:
- Missed calls.
- Abandoned calls.
- Unreturned voicemails.
- Web leads not being contacted.
- Social media/marketing leads not being contacted.
Incorrect
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JOB OVERVIEW
Experience level
Senior
Location
Denver, CO
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Offices of Lawyers
Posted
today
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