Law Offices of Adam Dayan, PLLC Client Services/Sales Specialist New York, NY · Remote · Full time

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Law Offices of Adam Dayan, PLLC, located in New York City, is dedicated to protecting the rights of children with special needs. We represent parents in pursuing appropriate education programs and services under the Individuals with Disabilities Education Act, and we help families to navigate Special Needs Trusts in order to protect their child's future.

If you are a compassionate, empathetic, enthusiastic, and results-driven sales professional this is a position for you.

The Client Services/Sales Specialist needs to be someone who has a proven track record using a consultative sales approach to sell professional services or high-ticket items. You need to be someone who has the ability to genuinely connect with prospective clients and successfully convert them into new clients, creating urgency and conveying the value of our services.

Experience in the legal industry is a plus, but not required, as you will not be giving any legal advice. You will need to be comfortable learning legal and educational concepts, we will teach you about our work.

Our clients and prospects are dealing with a difficult experience that can be very emotional, you must be able to empathize, show compassion, and put them at ease. Our Firm’s work is to help them. The Client Services/Sales Specialist is responsible for ensuring that prospective clients have a great client experience, so previous customer service experience is critical in succeeding in this role.

The ideal candidate will also have previous experience working with sales metrics and will be able to carefully and accurately track data to monitor and refine our sales funnel. You are going to own this process and system. You will redesign our sales funnel with our Operations Director and our Marketing team, and you will work closely with our intake team to improve our overall sales.

Following up with clients who don’t retain our services after consultations is a very important step in our sales process. You must be intentional and consistent with our follow-up, and approach it with the same empathy and enthusiasm as you do initial consultations. Similarly, you must be comfortable with addressing prospective clients’ objections and not someone who would shy away from potential roadblocks when closing a sale.

If you want control over your earnings and know you have what it takes to be successful in sales, this is a perfect opportunity to use your skills while helping children with special needs and their families get the help they need.

Responsibilities

• Perform initial consultations by phone and video conference
• Oversee the preparation and sending of client engagement agreements for e-signature
• Update sales documents and communications
• Follow up with prospective clients
• Follow up with new clients to ensure satisfaction with services
• Manage annual client renewals
• Manage outreach efforts to help with firm’s online reviews campaign
• Conduct monthly meetings to discuss quality & volume of leads through various lead sources
• Network with schools and providers
• Recommend adjustments to the sales process and marketing campaigns
• Ensure proper handover of clients to the legal team
• Fully onboard new clients, complete file opening and closing procedures
• Keep track of leads pipeline in CRM
• Keep track of inbound and outbound referrals and referral sources
• Document and update the firm’s sales procedures, scripts and materials related to the role
• Provide training and support to intake team
• Contribute to marketing initiatives and monthly newsletters
• Perform additional duties as needed

Qualifications

Ideal candidate should have these qualities:

• Self-starter
• Reliable
• Responsive
• Detail-oriented
• Exceptionally organized
• Highly ethical
• Problem solver
• Fast learner
• Efficient
• Growth-minded
• Positive attitude
• Professional demeanor
• Strong, clear and concise written communication

Skills

• Excellent written and verbal communication skills
• Ability to work independently
• Work well with others
• Exceptional computer skills (more than just computer literate; must be able to evaluate and get comfortable with sales software)
• Basic working-level knowledge of Excel/Google sheets required
• Experience with a CRM system preferred
• Able to manage your own calendar

Qualifications

• Minimum 2-3 years sales experience for professional services and/or high ticket items required
• Real-life experience in navigating personal struggles and overcoming obstacles that has enabled you to show empathy to others going through similar hardship
• High school diploma or equivalent (required)

Cover letter is required.

$60,000 base salary with incentives for onboarding and renewing clients.