Virtual Assistant - Intaker for US Law Firm

Job Post Description:
Join our dynamic team as a virtual assistant intaker at a criminal defense law firm in an hourly position. We are seeking a proactive and results-driven individual to manage leads and facilitate client interactions. As a key member of our team, you will play a crucial role in converting leads into clients through effective communication and strategic engagement.

Responsibilities:
Lead Management: Utilize Legal Funnel systems to manage leads efficiently, ensuring all interactions are logged and followed up on.
Warm Lead Calling: Initiate outbound calls to previously interested leads in our CRM system, in order to schedule them with our free evaluation service.

Email Management: Respond promptly and professionally to emails received in the _____ Info mailbox, providing accurate information and assistance.
Intake Evaluation calls: Conduct intake interviews with potential clients to gather necessary information and assess their needs, whether a direct contract can be offered or they require a more in-depth strategy session with the Atty. to determine
Appointment Setting: Schedule appointments for potential clients to visit the office for consultations or strategy sessions which can be in-person, video or phone calls
Follow-Up: Proactively follow up with potential clients after intake interviews to address any additional questions and move them through the intake process.
Social Media Engagement: Monitor the firm's social media platforms, responding to messages and comments promptly and professionally.

Requirements:
Prior Experience: Demonstrated experience in lead management and CRM systems is essential.
Sales Experience: Previous sales experience, particularly in appointment setting, is highly desirable.
Excellent Communication: Strong written and verbal communication skills, with the ability to interact professionally with clients and colleagues.
Organizational Skills: Exceptional organizational and time management skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
Attention to Detail: Meticulous attention to detail, particularly in documenting interactions and managing client information accurately.
Adaptability: Flexibility to adapt to changing priorities and responsibilities, with a willingness to take on new challenges as needed.

If you're ready to take on an exciting challenge and contribute to our team's success, we invite you to apply for the position of Virtual Assistant Intaker at our firm!