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Welcome Team Coordinator
Location
California
Posted
1 day ago
Salary
0
Seniority
Mid Level
Job Description
Welcome Team Coordinator
Planetizen
• Conduct in-depth in-person and telephonic meetings with potential new clients to perform a needs analysis • Maintain a tracking system to monitor leads, new clients, and referral sources • Enter client data in the case management system • Follow up with potential new clients who have not yet retained us • Find and participate in networking activities on behalf of the Firm • Work with the Marketing Assistant to plan networking activities for the staff and Owner • Produce weekly lead conversion and cost of acquisition reports for review with the Owner. • Oversee the smooth transition of new cases to the legal team • Manage client feedback and reviews
Job Requirements
- Minimum two years of telephone experience
- Minimum one year of data entry experience
- Keyboarding ability, 40 words per minute.
- Superb written and verbal communication skills, both
- Excellent interpersonal skills and ability to develop relationships
- High school diploma required, bachelor’s degree preferred
- Experience working in a high volume customer service role
- Understand how to build a relationship with a person.
- Show the ability to interact with different types of personalities.
- Show empathy to potential clients and put them at ease during a difficult time.
- Know how to close a sale by creating urgency and promoting value.
- Be able to think on their toes and not get discouraged when things don't go as planned.
- Be willing and able to quickly learn about new topics (e.g. estate planning).
- Treat a call or meeting at 4:30 PM on a Friday with the same care and compassion as one on Monday morning.
- Follow instructions and understand the importance of policies and procedures.
- Be a team player that consistently acts with respect and integrity.
- Have an understanding of Microsoft Office products and cloud-based software.
Benefits
- Paid holidays
- Personal time off
- Health, dental, vision, and life insurance
- 401K contributions
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