Inside Sales – Client Service Coordinator
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Job Description
Inside Sales Client Service Coordinator converting inbound leads for Melone Hatley, a family and estate planning law firm. Managing client needs, sales goals, CRM records, and deal closures.
Responsibilities:
- Generate new sales opportunities by reaching out to inbound leads via phone calls and follow-up emails
- Use active listening and effective interviewing techniques to identify and understand client needs
- Achieve and exceed sales closure goals on a quarterly basis
- Collaborate with internal teams to build a robust sales pipeline and facilitate successful deal closures
- Maintain accurate records in the Customer Relationship Management (CRM) system, tracking lead progress and interactions
- Serve as the first point of contact for prospective clients and shape their initial impressions of the firm
Requirements:
- Minimum of 1 year of proven experience in inside sales, required
- Proven track record of exceeding sales goals and targets
- Strong phone presence, with the ability to make numerous phone calls per day
- Proficiency in Microsoft Office (Teams, Word)
- Experience with Customer Relationship Management (CRM) tools such as HubSpot
- Excellent verbal and written communication skills
- Strong active listening, problem-solving and presentation abilities
- Ability to manage multiple priorities and work efficiently under deadlines
- Some college education, preferred
- Full-time availability for an 8-hour shift, Monday through Friday, with rotating Saturday shifts
Benefits:
- Monthly and quarterly incentives
- 100% Employer Paid Medical Benefits for Employees and Dependents
- Dental, Vision, and Life Insurance
- 401 (k) Matching
- Paid Time Off and Holiday Pay
- Remote work options
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