# Client Intake Specialist

> SMB Team · Orange, United States (Remote) · Full-time · Posted 2026-09-11

**Salary:** USD 50,000–60,000

**Workplace:** remote

## Description

Do you consistently convert leads into retained clients? Do you want a new challenge that rewards your efforts? Do you epitomize “speed to the lead”?  
  
_If you answered "yes" to these questions, keep reading.  
  
_Step into a rewarding career as a Client Intake Specialist for our family law firm client in Orange, California. Be a trusted guide for clients during life-changing moments, while shaping the growth of a respected law firm. Enjoy a constant flow of qualified leads—**no cold calling**—thanks to innovative marketing and supportive leadership. Use your people skills to make a meaningful difference and be recognized for your achievements with uncapped earning potential and clear paths for success.

If you’re driven to help others, want to build a fulfilling career, and thrive in a collaborative, energetic environment, we want to meet you.  
  
**WHAT'S IN IT FOR YOU?  
  
**⚖️ Join a prestigious, in-demand family law firm where your contributions are valued and your growth is supported.

📍 Work from home, at our office in Orange, California, or choose a hybrid schedule—enjoy the flexibility that fits your life.

💰 Enjoy a competitive $60,000 base salary, unlimited earning potential with uncapped performance bonuses, and regular reviews that reward your achievements.

🚫 Absolutely no cold calling—focus your talents on qualified, interested clients only.

**What you will do**

-   Be the first friendly voice our clients hear. Respond to phone inquiries promptly and professionally, making every interaction count.
-   Build genuine connections by engaging leads consistently through calls, emails, and texts.
-   Listen actively to understand each client’s needs and recommend tailored solutions from our family law services.
-   Celebrate your results, track your success, and regularly share progress with the team.
-   Showcase the unique value of our firm, helping clients see why we’re the right choice for their family law needs.
-   Stay organized and efficient by maintaining accurate records and following proven sales strategies.
-   Guide clients through the onboarding process, making it easy for them to get started with clear explanations and support.
-   Keep client information secure and up to date in our modern digital systems.
-   Set high standards for yourself and be rewarded for consistently exceeding quotas.

**What success looks like  
**

-   Strive to obtain and sustain a minimum average 35% conversion rate.

-   Streamline sales processes that produce new clients for the law firm.
-   Accolades received by clients.
-   No leads fall through the crack.

Pursuant to California regulation, the annual salary range for this position is $50,000 to $60,000, contingent on relevant experience and education, and includes eligibility for performance-based bonuses.

## Requirements

-   Possesses previous sales experience, preferably in a professional services or law firm setting
-   Has superior computer skills and data entry abilities
-   Ability to handle objections with compassion and skill
-   Articulate with advanced communication skills by phone and email drafting
-   Exhibits active listening with genuine empathy, but maintaining absolute, authoritative control of a phone call to guide potential clients to a financial and legal solution
-   Displays a high level of personal accountability
-   High School Diploma or its equivalent, office work experience, and a self-directed work ethic

## Benefits

401(K), PTO

## Apply

[Apply at SMB Team](https://apply.workable.com/smb-team/j/748CB304BE/apply)

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