Sales Intake Specialist - Personal Injury

Remote – Part-Time Weekend Coverage: Saturday & Sunday

About the Role

The Sales Intake Specialist – Personal Injury is responsible for converting inbound and outbound leads into signed clients during weekend hours, when the firm's in-house team has reduced availability.

Using approved intake scripts that balance urgency, empathy, and legal compliance, the specialist will confidently lead conversations with potential clients, guide them through the necessary intake questions, address objections, and work toward obtaining a signed retainer on the initial call whenever possible.

This is a sales-driven intake position, requiring someone who is comfortable taking control of conversations while maintaining empathy and professionalism.

The role also requires precise CRM management, persistent follow-up, and consistent achievement of conversion and case sign-up targets throughout Saturday and Sunday operations.

Key Responsibilities

Lead Conversion & Intake

• Convert inbound and outbound leads into signed clients using approved intake scripts.

• Lead conversations confidently rather than allowing potential clients to control the direction of the intake.

• Guide potential clients through the complete intake process.

• Apply the appropriate balance of:

  • Urgency
  • Empathy
  • Professionalism
  • Legal compliance

• Ask for the signed retainer during the initial call whenever possible.

• Present the retainer request naturally and appropriately based on the conversation.

• Handle objections professionally.

• Identify concerns or hesitation preventing the potential client from moving forward.

• Work toward maximizing qualified case sign-ups.

• Maintain a client-centered approach throughout the sales and intake process.

CRM & Record Management

• Maintain accurate and up-to-date CRM records for all leads and clients.
• Document all relevant lead information.
• Log communications promptly.
• Update case statuses after every meaningful interaction.
• Maintain accurate follow-up information.
• Ensure CRM information reflects the current status of every lead.
• Maintain data integrity.
• Protect confidential client and case information at all times.

Follow-Up & Client Engagement

• Persistently follow up with leads who have not yet signed.

• Conduct follow-up through:

  • Phone
  • Email
  • Messaging platforms

• Maintain consistent communication with active prospects.

• Address client questions and concerns with empathy and professionalism.

• Respond to client inquiries promptly during weekend coverage.

• Maintain appropriate urgency without creating an overly aggressive client experience.

• Ensure qualified leads do not become inactive due to a lack of follow-up.

Performance & Reporting

• Meet or exceed established individual conversion-rate targets.

• Meet established case sign-up targets.

• Maintain consistent call volume throughout weekend shifts.

• Demonstrate consistent effort across both Saturday and Sunday coverage.

• Participate in coaching sessions.

• Review individual performance with management.

• Report required performance metrics.

• Apply coaching and feedback to improve:

  • Conversion
  • Objection handling
  • Call quality
  • Closing effectiveness

Collaboration & Compliance

• Coordinate with internal teams through designated messaging platforms.

• Maintain clear communication regarding:

  • Lead status
  • Signed clients
  • Pending follow-ups
  • Cases requiring additional review

• Follow established intake processes.

• Ensure all client interactions comply with applicable legal and ethical standards.

• Uphold organizational standards regarding:

  • Integrity
  • Discretion
  • Professionalism

• Maintain confidentiality throughout the intake process.

Qualifications

• Associate degree.

• Strong verbal and written English communication skills.

• 3–6 years of experience in a similar:

  • Intake role
  • Sales role
  • Client-conversion position

• Proven ability to lead a sales or intake conversation.

• Demonstrated ability to close a signed agreement during the initial call.

• Comfortable asking directly for commitment.

• Strong objection-handling capabilities.

• Strong active-listening skills.

• Able to communicate with empathy while remaining assertive.

• High level of:

  • Integrity
  • Discretion
  • Professionalism

• Comfortable consistently working Saturday and Sunday.

• Strong proficiency with:

  • CRM systems
  • E-signature platforms
  • Dialer/call software
  • Google Workspace
  • Internal messaging platforms

Work Schedule

This is a part-time weekend coverage position, working Saturday and Sunday.

Candidates may be assigned to one of the following schedules:

Schedule Option 1

Saturday & Sunday 9:00 AM – 6:00 PM

Schedule Option 2

Saturday & Sunday 12:00 PM – 9:00 PM

The specific weekend schedule will be confirmed with the candidate before onboarding.

Candidates should also provide their full weekly availability during the recruitment process. Although the current requirement is strictly for weekend coverage, broader availability will allow the engagement to potentially expand into weekday or evening hours if business needs increase in the future.

Typical Workday

A typical weekend shift may include:

Start of Shift

• Log into the CRM and communication systems.
• Review new inbound leads.
• Review outstanding leads requiring follow-up.
• Prioritize high-intent opportunities.
• Review pending client questions or concerns.

Throughout the Shift

• Answer inbound calls and inquiries.
• Conduct outbound calls to active leads.
• Guide potential clients through the intake process.
• Ask required intake questions.
• Evaluate readiness to move forward.
• Handle objections.
• Ask for signed retainers whenever appropriate.
• Send e-signature documentation.
• Follow up on unsigned agreements.
• Respond to client questions.
• Update the CRM after every meaningful interaction.

End of Shift

• Ensure all lead activity is documented.
• Update case and follow-up statuses.
• Identify leads requiring continued follow-up.
• Ensure signed cases are properly recorded.
• Report relevant performance information as required.

Typical Workweek

Because this is a part-time weekend position, the standard workweek consists of two scheduled shifts:

• Saturday
• Sunday

The specialist will maintain consistent coverage throughout both shifts and focus primarily on:

• New inbound lead response.
• Outbound lead follow-up.
• Intake conversations.
• Objection handling.
• Retainer closing.
• E-signature follow-up.
• CRM documentation.
• Client communication.
• Case sign-up performance.

Performance Evaluation & Accountability

Performance is evaluated based on:

• Individual conversion rates.
• Case sign-up targets.
• Signed retainers that are ultimately kept.
• Call volume.
• Consistency of effort throughout weekend shifts.
• CRM accuracy.
• Professionalism and compliance during client interactions.

The Sales Intake Specialist reports to management and participates in periodic performance reviews and coaching sessions.

Key Performance Indicators (KPIs)

• Conversion Rate: Ability to consistently convert qualified leads into signed clients.
• Case Sign-Ups: Achievement of established signed-retainer targets.
• Signed Retainer Quality: Signed retainers remain valid and are ultimately kept.
• Call Volume: Consistent inbound and outbound call activity throughout scheduled weekend shifts.
• Follow-Up Consistency: Active leads receive appropriate and timely follow-up.
• CRM Accuracy: Lead activity, communications, follow-up requirements, and case statuses are consistently documented.
• Weekend Coverage Reliability: Consistent availability and performance throughout assigned Saturday and Sunday shifts.

Software & Tools

The Sales Intake Specialist will work with:

• CRM System – Lead and client management.
• E-Signature Platform – Retainer and agreement execution.
• Dialer / Call Software – Inbound and outbound communication.
• Google Workspace – Documentation and productivity.
• Internal Messaging Tools – Team communication and coordination.

90-Day Onboarding Plan

Phase 1: Orientation – Weeks 1–2

• Complete company and role orientation.
• Receive access to required systems.
• Learn the organization's intake process.
• Review approved intake scripts.
• Learn CRM procedures.
• Become familiar with e-signature and call-management platforms.
• Understand legal and ethical expectations for client communication.
• Learn expectations surrounding urgency, empathy, and closing.

Phase 2: Integration – Weeks 3–6

• Begin hands-on intake practice.
• Participate in supervised client interactions during weekend shifts.
• Practice leading intake conversations.
• Develop objection-handling skills.
• Practice asking for signed retainers during initial calls.
• Maintain CRM records under review.
• Receive ongoing coaching and feedback.

Phase 3: Performance Optimization – Weeks 7–12

• Transition to independent weekend operations.
• Consistently manage inbound and outbound leads.
• Achieve established performance targets.
• Strengthen conversion and closing effectiveness.
• Maintain accurate CRM documentation.
• Demonstrate consistent follow-up.
• Participate in ongoing performance coaching.
• Apply feedback to continuously improve results.

Work Environment

• Fully remote, part-time weekend position.

• Reliable computer.

• Professional headset.

• High-speed internet connection.

• Access to all required:

  • CRM systems
  • E-signature platforms
  • Dialer/call software
  • Google Workspace
  • Internal communication platforms

• Quiet and professional home workspace.

• Workspace suitable for confidential client conversations.

• Ability to consistently work the assigned Saturday and Sunday schedule.

About the Company

Our client operates within the personal injury legal services industry and relies on a structured intake and conversion process to ensure prospective clients receive timely assistance.

Weekend coverage is particularly important because the organization's internal team has reduced availability during Saturday and Sunday. The Sales Intake Specialist ensures prospective clients continue receiving timely, empathetic, and professional assistance throughout the weekend.

Final Notes

The Part-Time Sales Intake Specialist – Personal Injury plays a critical role in ensuring that qualified prospective clients are not lost simply because they contact the organization outside of its standard weekday coverage.

Success in this role means:

• Weekend leads receive timely responses.
• Intake conversations are led confidently and professionally.
• Potential clients feel heard and supported.
• The specialist maintains urgency without sacrificing empathy.
• Objections are addressed effectively.
• Qualified prospects are consistently asked to move forward.
• Signed retainers are obtained during the initial call whenever possible.
• Unsigned leads receive persistent and appropriate follow-up.
• CRM records remain accurate and current.
• Weekend call volume and effort remain consistent.
• Conversion and case sign-up expectations are achieved.
• All client interactions maintain appropriate legal, ethical, and professional standards.