Client Intake & Conversion Manager

About the Role

As an Intake Manager, you lead the frontline of growth—and impact. Your team is often the first real conversation a potential client has with us, and you help turn that moment into trust, clarity, and a decision to move forward.

You’ll lead a team of Intake Leads and Specialists across virtual and in-office settings, driving strong conversion results while making sure every client feels heard, supported, and confident in what comes next. You’ll be hands-on—coaching in real time, setting a high bar, and building a team that knows how to connect, close, and deliver a great experience.

You’ll stay close to the numbers, use them to guide action, and step in quickly to improve performance and momentum. This role is for someone who thrives in a fast-paced environment, loves building winning teams, and is motivated by helping people take an important next step in their lives.

Your Key Contributions

Job Functions & Responsibilities

• Lead, develop, and hold accountable a team of Intake Leads and Specialists, establishing clear expectations, performance standards, and coaching rhythms.
• Own conversion performance across the full span of control by analyzing performance data, identifying root causes of gaps, and implementing corrective actions with urgency.
• Develop Intake Leads as effective coaches and people leaders by strengthening their ability to observe consultations, evaluate performance, and independently drive improvement.
• Conduct structured 1:1s with Leads and direct reports, reviewing individual and team performance, coaching effectiveness, and development priorities.
• Review consultation recordings, dashboards, and CRM data to identify patterns, coaching opportunities, and escalation needs.
• Serve as the escalation point for complex, sensitive, or high-stakes client situations requiring manager-level judgment.
• Lead daily team huddles as applicable to reinforce priorities, review performance, align on execution, and sustain accountability and engagement.
• Partner with leadership on performance reporting, staffing needs, hiring decisions, and organizational development priorities, escalating insights with data and recommended actions.
• Partner with Training and QA to ensure firm standards are reinforced through frontline coaching and QA findings translate into corrective action.
• Manage performance at all levels, including recognition and development of top performers, structured PIPs, and decisive action on persistent underperformance.
• Participate in hiring decisions for Intake Lead and Specialist roles, applying established evaluation criteria and gold-standard expectations.
• Ensure compliance with firm policies, CRM documentation standards, QA protocols, and operational requirements.
• When required due to volume or coverage needs, step in to conduct consultations, modeling the selling framework and consultation standards expected of all Specialists.

What Makes You a Great Fit

Key Competencies and Skills (Essential Skills, Knowledge & Abilities)

• Decision Quality- Exercises sound judgment in high-stakes situations, performance management decisions, and escalation scenarios, acting decisively within authority while involving leadership appropriately.
• Directs Work- Provides clear daily direction, ensuring the team understands priorities, expectations, and how to execute effectively.
• Builds Effective Teams- Develops a high-performing team by observing consultations, delivering specific coaching, accelerating ramp-up for new hires, and fostering accountability and morale.
• Collaborates- Partners closely with the leader, escalating trends with supporting data and recommended actions, and aligning on staffing, performance, and operational priorities.
• Instills Trust- Builds confidence and credibility with direct reports by setting clear expectations, providing fair and consistent coaching, addressing performance issues, and modeling the selling framework.
• Performance data interpretation and analysis to identify trends, diagnose gaps, and inform coaching priorities.
• Client escalation management with sound manager‑level judgment and resolution skills.

Minimum Education and Experience Requirements (Essential Skills, Knowledge & Abilities)

• High school diploma required; Bachelor’s degree preferred.
• 3-5 years in a consultative sales role with demonstrated, articulable conversion performance results.
• 2-4 years of previous experience leading a team.
• Immigration, legal services, financial services, or consultative professional services experience preferred.
• Bilingual (Spanish English) B2-C1 Required.

Work Schedule

• Monday to Friday, 8:30 am to 5:30 pm Local time.

People Leadership and Management

Executes supervisory responsibilities in accordance with the Firm's policies and applicable laws. Responsibilities include providing guidance, support, and direction to team members; conducting performance evaluations; fostering a collaborative and inclusive work environment; ensuring adherence to Firm policies and procedures; and contributing to team member development and operational goals.

How You'll Benefit

Lisinski Law Firm provides a comprehensive benefits package that supports the diverse needs of our employees and their families. We recognize the importance of health and well-being and are committed to fostering an environment where every team member can feel and perform at their best!

• 401k Match
• Medical, Dental, & Vision Insurance
• Options for Health Savings Account or Flexible Spending Account
• Dependent Care FSA
• Basic Life Insurance
• Voluntary Life & AD&D
• Disability Insurance
• Voluntary Accident Insurance
• Voluntary Hospital Indemnity Insurance
• Employee Assistance Program
• Calm App Subscription

Our Firm

At Lisinski Law Firm, the commitment we show to our clients is matched by how we support and invest in our people. LLF is a place where employees are encouraged by peers, heard by leadership, and strengthened by a genuinely collaborative team culture. Whether you join Marketing, IT, Accounting, Legal, or any other function, your work matters. Every role contributes to meaningful, lasting impact in the lives of those we serve.

Our Values

At Lisinski Law Firm, we are driven by a client-obsessed mindset and a commitment to learning, advocacy, efficiency, and nimbleness in everything we do. We work as true team players, delivering creative problem-solving and high-quality service to support families with excellence and care.

Don’t just manage—model excellence. We are looking for a Player-Coach to own the Phoenix market. Are you ready for the challenge? Apply now!