What are the responsibilities and job description for the Sales Lead position at Safe Harbor Estate Law?
NOTE: This position will earn both a yearly salary plus monthly sales incentives ($125 for each sales made plus incentives based on sales team KPIs). This position will need to be able to work out of any of our three offices: Little Canada, Wayzata, and Burnsville (mileage will be reimbursed).
The Lead Client Relations (Sales) Specialist is responsible for driving the firm’s growth through strategic relationship-building, sales leadership, and client experience excellence. This role not only focuses on developing referral partnerships and converting prospective clients into retained clients but also serves as the leader of the client relations and sales function, ensuring consistent execution of processes, training, and performance across the team.
The Lead CRS builds and maintains relationships with referral sources through outreach, networking events, and follow-up campaigns, while clearly communicating the firm’s values and culture. A key responsibility is converting prospective new clients through effective sales conversations and follow-up strategies, including ongoing Care Calls with former clients to strengthen long-term relationships.
In addition, this role is accountable for coaching and developing team members, refining sales processes, and using data-driven insights to improve conversion rates and client experience. The Lead CRS partners with firm leadership to implement growth strategies, enhance systems, and ensure alignment with overall business objectives.
Salary : $60,000