Director of Client Relations

Non-Attorney Salesperson/Director Of Client Relations



Overview:

The Non-Attorney Salesperson is informed and respectful of bar rules of ethics and professionalism with special emphasis on the definition of providing legal services. You see sales as a service we perform for our prospective new clients, not as something to be done 'to' them. You ensure that the pre-conditioning packages and systems meant to help prospective new clients (PNCs) get prepared for their meeting are in fact received by them. The Non-Attorney Salesperson meets by telephone and in person with PNCs who are assigned to their calendar by their sales manager to help the PNC find clarity about their situation, educate them about their options, and help them make the best decision for their future and for the firm to achieve its goals.

This position keeps detailed notes in a central database documenting all contacts with the PNC both before, during, and after the meeting including all follow-up attempts. It facilitates a professional introduction ('hand-off') to the legal team once an engagement is signed and then opens the file, manages the welcome process, and conducts quality control checks at predetermined milestones during the first 30 days and, in some cases, during the pendency of the matter. The successful candidate should have prior experience selling high-ticket tangible products and professional or financial services utilizing a consultative selling methodology. They should have some 'real life' experience which they can use to empathize with PNCs who often come to our firm with challenging and sometimes deeply personal situations. The successful candidate embraces metrics, scorekeeping, transparency, and accountability. Excellent interpersonal and communication skills are an absolute must both in person, by phone, and via email. You should be a lifelong learner with a proven track record of self-improvement to keep your sales skills sharp.

Reporting Relationship:

Reports to the Owner, directly.

Authority:

The Non-Attorney Salesperson has authority over their own calendar and schedule.

Responsibilities:

Manage own schedule to balance availability for meeting with prospective new clients as well as following up with PNCs who said 'no' and with current clients to conduct quality control calls and interviews.

Keep detailed notes in a centralized database.

Be a team player and cover for fellow salespeople to help our firm help prospective new clients find clarity around and relief from their situation.

Follow-up with PNCs who said 'no'.

Follow-up with current clients at set milestones during their case or matter.

Facilitate a professional introduction and transition to the legal team once the case or matter has begun.

Actively engage in dialogue with management regarding the quality and volume of leads, offering constructive feedback and suggestions for improvement based on your experience.

Periodically attend tradeshows and networking events as a professional representative of the firm.

Utilize a consultative selling approach when conducting sales calls to illustrate the value and benefits of our services.

Update the CRM system with details of all interactions with prospects and clients in a timely manner.

Stay current with bar rules, legal industry trends, and information.

Qualifications:

A strong interest in consultative solutions selling.

Proven track record utilizing a consultative sales approach.

A proven track record with telephone sales.

Demonstrated and proven success in lead generation, prospecting, contract negotiation, and closing customers.

Experience with MailChimp, Kartra, or other CRM systems, particularly reporting, is required.

Independent, self-starter who thrives in a rapidly changing environment and has excellent problem-solving and analytical skills.

Proactive, can-do attitude, with great follow-through and resourcefulness along with attention to detail.

Strong communication and interpersonal skills with the ability to be personable yet persistent.

Knowledge of the legal industry is an asset.

Real-life experience & a few 'battle scars' to give you empathy and understanding is an asset.

Experience overcoming a major obstacle in life and making an important change in your life is a plus.

Compensation:

$50,000 - $60,000 yearly

About Whitson Law PLLC:

We are a fast-growing and innovative New York law firm that operates an established and highly regarded family law practice. At Whitson Law, we are focused on empowering and helping our clients get through difficult times in their lives. To achieve our mission in this sensitive work, the people we hire bring a balanced blend of compassion, knowledge, organization, and enthusiasm to work every day.
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