Regional Intake Manager

at  Lisinski Law Firm

At Lisinski Law Firm, we fight to legalize the immigration status of people across the country by bringing a unique and compassionate approach to the law. Our mission to change as many lives as possible! We love what we do and have an excellent culture of teamwork and human-first mentality. We are looking for a Regional Manager to join our team and help us continue to deliver the highest quality service to our clients. Come grow with us!
The Regional Manager oversees the Intake Sales Team for multiple office locations within a geographic territory.

Responsibilities/Duties:

• Point of Contact between the Business Development, Legal Team and Intake Managers
• Present data and speak about location reports to Business Development upper management.
• Monitor client Intake Tracker for errors, fraudulent activity, and appointments completed.
• Conduct weekly one-on-one coaching with managers on the following metrics: Case type Knowledge, Location Numbers, (conversion rates, revenue and projections), Intake note corrections, Sign up Appointment Issues, and Billing.
• Visit territory offices and assist location Manager with sales, office operations, and case type knowledge.
• Side-by-Side selling with Intakes, QC sales calls, and approving discounts.
• Assist Intake Managers with driving revenue, client conversion and Client experience.
• Motivate the team with positive reinforcement, patience, and engagement.
• Point of contact and source for Intakes to get answers on questions regarding office process, procedures, and case types.
• Ensure that Client Success Coordinator tasks are completed.
• Maintain incoming and outbound office mail daily.
• Ensure that office locations are submitting Daily Cash Reports to the Finance Team.
• Assist with handling Intake Appointments when office is understaffed, and at office Grand Openings.
• Review and manage Litify for intake schedules and appointment distribution within their territory.
• Handle High Priority in Person client escalations.
• Assist with Intake/Client Success Coordinators Interviews and onboarding for their office locations.
• Conduct office walk throughs and check for cleanliness, supply levels, office maintenance and furniture placement.

Qualifications & Required Skills:

• Excellent verbal and written communication skills particularly in a leadership position
• World class customer service skills
• Positive attitude
• Excellent time management skills with proven ability to meet deadlines and time manage themselves and others, including ability to prioritize tasks and to delegate when appropriate
• Impeccable organizational skills and attention to detail
• Strong analytical and problem-solving skills
• Enjoy working in a fast-paced, results driven environment
• Proficient with Microsoft Office Suite, DropBox and Case Management or related software
• Bilingual (Spanish-English)

Education and Experience

• Bachelor’s Degree in Business Management or related field (7 or more years of experience may substitute for a degree).
• 5 years prior work experience leading a team in a similar field

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer

• Point of Contact between the Business Development, Legal Team and Intake Managers
• Present data and speak about location reports to Business Development upper management.
• Monitor client Intake Tracker for errors, fraudulent activity, and appointments completed.
• Conduct weekly one-on-one coaching with managers on the following metrics: Case type Knowledge, Location Numbers, (conversion rates, revenue and projections), Intake note corrections, Sign up Appointment Issues, and Billing.
• Visit territory offices and assist location Manager with sales, office operations, and case type knowledge.
• Side-by-Side selling with Intakes, QC sales calls, and approving discounts.
• Assist Intake Managers with driving revenue, client conversion and Client experience.
• Motivate the team with positive reinforcement, patience, and engagement.
• Point of contact and source for Intakes to get answers on questions regarding office process, procedures, and case types.
• Ensure that Client Success Coordinator tasks are completed.
• Maintain incoming and outbound office mail daily.
• Ensure that office locations are submitting Daily Cash Reports to the Finance Team.
• Assist with handling Intake Appointments when office is understaffed, and at office Grand Openings.
• Review and manage Litify for intake schedules and appointment distribution within their territory.
• Handle High Priority in Person client escalations.
• Assist with Intake/Client Success Coordinators Interviews and onboarding for their office locations.
• Conduct office walk throughs and check for cleanliness, supply levels, office maintenance and furniture placement