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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales processes, effectively converting leads into retained clients while maintaining high accuracy in documentation and communication. Proficient in managing sales pipelines and utilizing CRM systems to meet conversion goals and KPIs.
Highest-signal resume keywords
Consultative Sales ExperienceLead ConversionCRM ManagementExcellent Communication SkillsOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Pipeline ManagementLead Conversion TrackingConsultation ConductingDocumentation AccuracyMetrics-Driven Performance
Soft Skills
Strong Listening SkillsSound JudgmentProfessional DiscretionCollaborationIndependence
Tools & Technologies
CRM SystemsGoogle SpreadsheetsVideo Conferencing ToolsGoogle CalendarsEmail Communication
Industry Keywords
High-Ticket ServicesClient ConsultationsSales ScriptsEngagement OptionsPost-Consultation Follow-Up
About the role
Key responsibilities & impact- Connect with prospective clients, understand their legal needs, and guide them through retaining the Firm
- Conduct client consultations primarily via Zoom and occasionally by telephone
- Maintain a professional appearance, demeanor, and distraction-free environment during virtual consultations
- Convert qualified prospective clients into retained clients while maintaining a minimum 50% conversion rate and targeting 15–20 full-matter engagements monthly
- Follow Firm-approved sales scripts, communication guidelines, policies, and SOPs
- Address objections, explain Firm services and engagement options, and guide prospects through the retention process
- Manage assigned leads, respond promptly to inquiries, and maintain consistent communication
- Conduct post-consultation follow-up, including GAS calls
- Enter lead information and document prospect and client interactions in CRM systems
- Complete assigned Clio tasks by the end of each scheduled workday
- Maintain accurate Clio records and client data in Google Sheets with at least 95% accuracy
- Pull and organize CRM reports
- Meet KPIs and conversion goals and participate in daily weekday standup and accountability meetings from 8:30–9:00 a.m. Eastern Time
- Collaborate with attorneys, Firm leadership, and colleagues
- Provide management feedback on lead quality, volume, and conversion opportunities
- Participate in coaching, performance evaluations, training, and professional development
Requirements
What you’ll need- Demonstrated experience selling high-ticket, intangible services through a consultative sales process
- Track record of converting qualified leads into paying clients and meeting measurable sales goals
- Experience conducting sales consultations by phone or video
- Excellent English verbal, written, and interpersonal communication skills
- Strong listening skills and sound judgment with sensitive or stressful circumstances
- Experience managing a sales pipeline and documenting activity in a CRM
- Strong organizational skills and attention to detail
- Comfort working in a metrics-driven environment with regular reporting and accountability
- Proficiency with Google spreadsheets, calendars, email, video conferencing, and other online business tools
- Ability to work independently, follow established processes, and collaborate effectively
- Professional discretion handling confidential client and prospective client information
- Availability for Monday–Friday, 8:30 a.m.–6:00 p.m. Eastern Time, with occasional evening or weekend coverage
- Speak English clearly and effectively
Benefits
Comp & perks- Incentives
- Ongoing training and professional development
- Supportive work environment
- Flexible scheduling adjustments, including occasional evening or weekend coverage based on Firm needs