Method Communications Clients Jobs in Usa

Client Services Coordinator – IT Asset Disposition (ITAD)

Full-time, In-office

Our client, a global leader in IT lifecycle management and value optimization, is seeking a Client Services Coordinator to join their IT Asset Disposition team. This role is essential in ensuring smooth customer interactions throughout the IT asset lifecycle, acting as a bridge between clients and internal teams while maintaining the highest standards of data security and compliance.

Key Responsibilities:

• Serve as the primary point of contact for clients, managing inquiries, orders, and requests across multiple channels.
• Oversee asset disposition orders, including initiation, updates, and accuracy checks.
• Resolve issues relating to scheduling, logistics, compliance, or data security.
• Provide compliance documentation such as certificates of erasure, recycling, and disposal.
• Educate clients on best practices for IT asset preparation and ensure seamless project execution.
• Collaborate with sales, logistics, and operations teams to deliver an outstanding client experience.

Candidate Profile:

• Bachelor’s degree and 2–3 years of experience in a client services or project coordination role.
• Highly organized, with excellent communication and problem-solving skills.
• Proactive, independent, and reliable, with strong follow-up and attention to detail.
• Comfortable managing multiple priorities and deadlines while maintaining a client-first approach.
• Experience in logistics coordination or IT services (ITAD experience a plus).
• Familiarity with CRM platforms such as Salesforce, Microsoft Dynamics, or Smartsheet preferred.

Why Apply?

This is an excellent opportunity to join a dynamic, forward-thinking organization offering competitive salaries, comprehensive benefits, and clear opportunities for career growth.

Interested? Apply today to take the next step in your career journey.

The Opportunity:

Procom is seeking a seasoned professional to join our team as a Client Services Associate.

This role provides the opportunity to:

• Work in a collaborative Client Services team that supports the efforts of the business to respond to and serve client and consultant expectations
• Build a foundation for long-term career growth in a growing, entrepreneurial IT firm

The Role:

Reporting to the Team Lead, the Client Services Associate is responsible for overseeing and administering the full on-boarding and Contractor Management lifecycle for Contractors on assignment with one or more Clients and resolving any normal issues that may arise.

Job Responsibilities:

• Create and maintain an excel tracking system for all new pre-identified candidates/active consultants
• Submit and manage all inquiries relating to the contract management process via ticketing system JIRA
• Provide support to consultants using Vendor Management Systems (i.e. SAP Fieldglass, Beeline)
• Act as a liaison between the Legal Department and Human Resources for all contract issues and reviews
• Act as a subject matter expert for clients and consultants on the various legal status classifications
• Schedule communications to consultants with regards to payment processing and timesheet deadlines
• Manage the client/consultant onboarding and renewal process while complying with internal policy and ISO management standards
• Develop and update strategies for a smoother consultant and client experience
• Serve as a primary point of contact to investigate and resolve consultant, client, and vendor inquires
• Assist external managers in determining total billable rates for all new pre-identified candidates
• Complete candidate submissions and finalize onboarding activities within the VMS portals
• Conduct quarterly audits on consultant documentation and onboarding requirements
• Monitor expiring contracts and provide notice for a smooth off-boarding experience
• Investigate AR discrepancies and follow up with the client or contractor as needed
• Serve as a primary point of contact to receive, investigate and resolve consultant, sub-vendor, and client questions relating to the billing and payment of invoices
• Create credit/debit memos to balance records within the Vendor Management System Fieldglass

Minimum Requirements:

• Minimum 2 years of professional experience in a customer service or sales support role
• Demonstrated capability to learn and fully manage medium to high complexity administrative tasks on an independent basis
• Knowledgeable of contract and payroll administration procedures, tax regulations, and invoicing processes
• Knowledgeable of MS Office 365 – Specifically Outlook, MS Teams and SharePoint
• Ability to handle pressure in a calm manner and deal with all various levels of internal and external clients
• Detail oriented
• Strong commitment to excellent customer service
• Ability to prioritize workflow and meet deadlines
• Ability to handle confidential and proprietary information

Why Work at Procom:

• Belonging & Impact: An inclusive, collaborative culture where your ideas are valued, and make a real impact.
• Balanced Work Model: A modern hybrid work model that supports productivity and personal flexibility.
• Work From Where You Thrive: Whether visiting family or exploring a new place, our remote-work program lets you temporarily work from another approved location for up to two weeks each year keeping you connected wherever life takes you.
• Competitive Compensation: Compensation designed to remain competitive within our industry.
• Time to Recharge: Generous vacation and sick-day policies.
• Health & Well-Being: Comprehensive health benefits, mental health resources, and preferred pricing on various perks through third party providers.
• Set up for Success: Access to the tools and tech you need to succeed plus an IT equipment stipend.
• Community & Purpose: Opportunities to get involved in innovation challenges, charity initiatives, team & corporate events and company celebrations.

At Procom we are committed to fostering an inclusive and accessible culture where everyone feels valued, respected, and supported. If you require an accommodation for the recruitment/interview process, please let us know and we will work with you to meet your needs.

Procom uses both human and technology-assisted tools to support candidate screening and assessment. Final hiring decisions are made by people. This is an active position.

This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991.

Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It immediately found its following with the fashion elite, creating a new point of reference in flattering, feminine and stylish swimwear. While the swimsuit thrust ZIMMERMANN on to the international stage, it has been its optimistic, feminine and consistently desirable collections across its ready-to-wear and resort that have propelled it to greater global appeal.

While based at home in Sydney, ZIMMERMANN present their ready-to-wear collections each season at Paris Fashion Week. Working with the highly acclaimed designer and long-time collaborator, Don McQualter, ZIMMERMANN maintains a number of stand-alone stores across Australia, UK & Europe, China, The US, and the Middle East.

Position Purpose

As a Client Advisor with Zimmermann, you will be a passionate brand ambassador, creating lasting memories for our clients. You will demonstrate exceptional client service, brand and product knowledge and relationship building skills to achieve the expectations of Zimmermann’s global vision.

Working within a dynamic and collaborative team culture, you will align yourself with Zimmermann’s core values of integrity, creativity and passion.

Role Responsibilities

· Achieving sales targets and store KPI’s whilst upholding Zimmermann’s brand standards including store and visual presentation, stock and inventory

· To ensure that an exemplary standard of client service is provided to Zimmermann’s clientele in line with the brand’s global vision.

· Acquire and grow the Zimmermann client database through engaging and maintaining professional client relationships.

· Ensure that a consistently high standard of visual presentation is achieved and reflective of the brand directives.

· Have a thorough understanding of company policy and procedure relating to store operations, stock and loss prevention.

· Engaging in team training and development initiatives including product and brand knowledge, sustainability, diversity and Work Health Safety.

About You

· Capability and drive to reach KPIs and Sales Targets

· Demonstrates professionalism, optimism and team orientated approach.

· Exceptional communication and interpersonal skills

· Previous sales experience in luxury designer fashion

· A passionate brand ambassador who embodies the Zimmermann values

· Ability to cultivate Zimmermann’s brand loyalty though positive client interactions.

· Detailed orientated

· Excellent organisational skills and problem-solving ability

· A passion for exceeding customer expectations

· Ability to build ongoing rapport with clientele

· Ability to work independently and as part of a team

Why join our team?

· Bespoke career development plans and access to strong mentors and industry leaders.

· Opportunity to grow within an Australian luxury fashion brand with opportunities to work globally.

· Competitive package, seasonal uniforming and team member discount

· Be part of a responsible fashion house with a focus in leading in sustainability

Compensation

Zimmermann utilizes the advertised salary and hourly range as a benchmark to offer candidates competitive compensation in the market. This approach also allows for flexibility to account for differing levels of experience and to reward both performance and tenure.

Although the published salary range is a genuine estimate of the intended hourly pay for the role, Zimmermann maintains the discretion to offer compensation outside the specified range.

In addition to hourly pay, Client Advisors are also eligible for commission on all sales.

At Zimmermann, we believe in rewarding excellence. Our Client Advisor commission structure is designed to motivate and recognize your contributions to both personal and store sales performance. You’ll earn a competitive commission on all personal sales for the month, providing you with the opportunity to significantly enhance your earnings based on your success.

Diversity Statement

Zimmermann is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications ensuring a strong corporate commitment to diversity and inclusion. If you have any support or access requirements, we encourage you to advise us at time of application to assist you through the recruitment process

Our biotech client is seeking a Communications Project Manager to support Corporate Communications and R&D Communications in a part-time freelance capacity.

This is an ongoing 20 hours/week role with an expected duration of 6 months, with potential to extend. This position is fully remote and you will be reporting directly to the VP, Enterprise Communications.

The Communications Project Manager will serve as an operational and organizational engine for two fast-moving communications teams. This role ensures projects progress on schedule, leadership receives accurate and timely reporting, and executive-ready materials are consistently delivered. The ideal candidate is proactive, highly organized, experienced in cross-functional communications, and comfortable working directly with senior leaders.

Responsibilities

• Compile weekly project updates for the VP to support executive staff meeting discussions.
• Prepare and maintain monthly team reports for Corporate Communications and R&D Communications.
• Build quarterly business reviews (QBRs), consolidating inputs from multiple workstreams into executive-ready presentations.
• Create and update executive briefing books (1-2 per week), synthesizing complex information into clear, strategic narratives.
• Attend weekly team meetings (Wednesdays at 10 AM PST and Thursdays at 11 AM PST), maintaining agendas, tracking follow-ups, and ensuring all commitments are completed.
• Coordinate project inputs across cross-functional partners; track progress, identify risks, and flag blockers.
• Gather updates from stakeholders and ensure completeness, clarity, and alignment to team priorities.
• Synthesize themes across projects to identify patterns, insights, and strategic throughlines for reporting.
• Prepare materials in polished, executive-ready formats.
• Maintain project trackers, shared documents, and operational workflows across Airtable, OneNote, and Teams.
• Support the operational organization of both communications teams as they undergo structural changes, helping maintain consistency, accountability, and predictable information flow.

Requirements

• Minimum of 3 years of experience in project management, communications, executive support, or similar roles 
• Experience supporting executive communications or communications teams.
• Strong organizational skills with demonstrated success managing multiple deadlines and stakeholder inputs.
• Proactive, self-starting working style with a Type A attention to detail.
• Exceptional written communication skills and comfort preparing executive-level materials.
• Ability to confidently engage senior leaders to request updates, clarify details, and push for high quality inputs.
• Comfortable synthesizing information and identifying key themes, insights, and priorities.
• Strong collaboration skills and a personable, professional presence.

Software Required:

• Airtable
• Workfront 
• PowerPoint
• OneNote

In this position, you may have access to client or customer systems, confidential and/or proprietary information or data, including medical data.

Benefits

Position Summary
The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention.
Primary Responsibilities

• Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.

• Set up and maintain accurate account details, contacts, and policy information in EPIC

• Attach, organize, and name documents in EPIC

• Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, proposal letters, change requests, proofs of insurance etc.

• Endorse policy in EPIC

• Create activities in EPIC and assign applicable team-member.

• Order loss runs

• 0-2 years experience in Commercial Property and Casualty

• Licensed or obtaining state Property & Casualty insurance license within a specified time frame

• Knowledge of Excel, Word, and other MS Office products to include basic formatting
• Able to learn coverage fundamentals.

• Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.

• Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.

• Strong written, oral, and interpersonal communication skills.

• Able to follow a well-established and familiar set of activities and/or process to derive a solution.

• Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.

• Works to achieve stated objectives and delivers results at the close direction of a senior team member.

• HS Diploma or equivalent

Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
Compensation
This is a New York based position with a competitive benefits package. The base salary ranges from $50,400 to $66,200, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: .
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At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. You will join a culture that has received multiple top \"Places to Work\" awards. We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions.

As a PCS intern, you will be working with the PCS team to learn the process of preparing financial statements and how to perform compilations and reviews. You will also learn the preparation procedures of federal and state income tax returns.

Current Junior or Senior working on completing a Bachelor's or Master's degree in accounting, or on track to complete 150 credits for CPA-eligibility. 0-2 years recent public accounting experience. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

150-Date/Final Graduation of December 2027 through September 2028. Strong academic track record (Minimum GPA: 3.0). 0-2 years recent public accounting experience. Strong MS Excel and MS Word. Strong time management and organizational skills. Strong work ethic with the ability to work independently and with a team. Great communication, leadership, and analytical skills.

Have the availability to work in a hybrid setting for 40 hours per week during business hours (8:30am 5:30pm; Monday Friday). Live in commutable distance to your assigned office. Work a minimum of 3 days per week in your assigned office. Ability to complete the entire 15-week Winter Internship Program: January 4, 2027 April 16, 2027.

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

Private Client Services includes Closely Held, Private Business Services, and Personal Wealth Advisory services.

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees and more than 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

Should you need any accommodations to complete this application please email:

The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.

Job Responsibilities:

• Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
• Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
• Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
• Performs more moderately complex special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
• Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial goals and objectives, leveraging phone, and in-person appointments.
• Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.

Job Requirements:

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 4 5 years customer service and sales experience, (including in the financial Services industry).
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
• Ability to train and mentor others, including products and platform procedures.
• Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).
• Experience in financial services industry, preferred.
• Experience with using and demonstrating digital products and self-service technologies, preferred.

Flagstar is an Equal Opportunity Employer

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.

With over 35 years of proven expertise in the workers' compensation industry, Key Risk delivers innovative and responsive solutions that provide our clients the freedom to do what they do best. Offering guaranteed cost options to employers nationwide, Key Risk focuses on delivering products and services within specialized verticals to reduce workers' compensation exposures and deliver industry-leading results.

All products and services are distributed through appointed insurance agents and brokers. Key Risk is a member company of W. R. Berkley Corporation, whose insurance company subsidiaries are rated A+ (Superior), Financial Size Category XV by A.M. Best Company and A+ (Strong), by S&P.

The Vice President of Client Experience and Innovation is responsible for leading the strategic direction and execution of risk management, enhancing client experience, and driving innovation within the organization. This role involves developing and implementing policies, procedures, and strategies to mitigate risks, improve client satisfaction, and foster a culture of innovation. The VP will lead a multidisciplinary team of risk engineers and claim executives and collaborate with various departments to support the company's overall objectives.

Key functions will include but not be limited to:

• Develop and execute the strategy for risk management, client experience, and innovation, aligning with the company's overall goals and objectives.
• Create and implement risk management policies and procedures to identify, assess, and mitigate risks.
• Design and implement strategies to enhance client satisfaction and loyalty, ensuring a seamless and positive experience across all functional areas.
• Foster a company-wide culture of innovation by identifying opportunities for improvement, challenging the status quo and supporting cutting-edge ideas and solutions to drive business growth.
• Ensure compliance with all relevant regulations, laws, and industry standards.
• Lead and mentor a multidisciplinary team, fostering a culture of continuous improvement and professional development.
• Work closely with other departments, including sales & distribution, marketing, underwriting, claims, and operations, to ensure cohesive practices across the organization.
• Participate in the senior leadership meetings, highlighting functional area impact, client experience metrics and innovation initiatives.
• Stay abreast of industry trends and innovations, incorporating best practices into the company's framework.

MUST WORK OUT OF THE HIGH POINT, NC OFFICE.

Education Requirement:

• Bachelor's degree in Risk Management, Business Administration, or a related field. Advanced degree preferred.
• Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to lead and motivate a team.
• Professional certifications such as Chartered Property Casualty Underwriter (CPCU), Associate in Risk Management (ARM), or similar are highly desirable.

Qualifications:

• Demonstrated ability to lead and inspire a team.
• Ability to develop and execute strategic plans.
• Strong commitment to enhancing client satisfaction.
• Ability to drive and implement innovative solutions.
• Strong collaborative skills to work effectively with various departments

We do not accept any unsolicited resumes from external recruiting agencies or firms. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Sponsorship not Offered for this Role

JOB DESCRIPTION

Title:

Client Relations Associate

Reports To:

COO

Supervises:

None

Classification:

Non-Exempt

Summary:

Responsible for front desk duties.

Essential Functions:

• Direct the activities of the reception area of immigration law firm.
• Interact w/ immigration law clients in English and Spanish to clearly understand their legal needs.
• Analyze & resolve client concerns in a timely manner.
• Discuss client concerns w/ management & escalate to the appropriate member of the legal staff when required.
• Answer and transfer incoming calls for all phone lines.
• Assist with client in-take process and utilize the Immigration Tracker system to open client cases in the firm's database system.
• Schedule initial consultation (IC) appointments for all attorneys in the practice. Call & confirm all IC appointments for all attorneys.
• Receive & review voicemails and return messages for IC appointments and payments for new legal processes.
• Utilize the Immigration Tracker system to generate and oversee reports for prospective clients.
• Follow up with clients to ensure they understand the legal retainer process.
• Process clients' payments for IC appointments, new legal processes, and related legal services.
• Maintain log for incoming FedEx/UPS and client drop offs and distribute packages to appropriate staff members.
• Maintain cleanliness and organization of all conference rooms, as needed
• Train newly hired staff regarding front desk duties.

Non-Essential Functions:

• Other duties as assigned.

Qualifications:

Education and Work Experience

MUST BE FLUENT IN SPANISH. Associate degree preferred. Prior business immigration or legal office experience. Ability to work effectively under pressure. Excellent verbal and written communication skills. Outstanding organizational, problem-solving skills and the ability to perform multiple tasks in a fast-paced environment are essential.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing duties, the employee will constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The employee will occasionally need to move about inside the office to access file cabinets, office machinery, etc.;

• Must be able to lift 35 pounds;
• Must be able to stand or sit for long periods of time

Friar Violet is a consulting and search firm. This role is for a client, an award winning law firm based in RI.

This leadership role shapes the first impression of our firm and plays a key role in our ongoing commitment to treating every client with dignity, compassion, and exceptional service.

Leadership, Coaching & Team Development

• Lead, motivate, and mentor a large team of hourly Client Acquisition professionals, including remote team members.
• Build a positive, team-oriented culture rooted in empathy, accountability, and extraordinary client service.
• Provide ongoing coaching, call reviews, development plans, and feedback to strengthen performance and service quality.
• Recruit, train, and develop intake staff to support team growth and operational continuity.
• Conduct weekly forecasting, one-on-one performance meetings, and quarterly progress reviews with each representative.
• Partner with the Leadership Team to define intake strategy, staffing needs, and long-term service goals.
• Lead department-specific operational projects that advance efficiency, client experience, and service excellence.

Client Acquisition & Service Excellence

• Oversee all activities related to nurturing new inbound leads and converting qualified leads into new clients for the firm.
• Ensure every caller receives professional, compassionate, and timely service that reflects our firm’s values.
• Monitor and elevate the quality of conversations, documentation, and client interactions.

Operations, Workflow & Process Improvement

• Manage the day-to-day workflow of calls, leads, follow-ups, chats, texts, and emails.
• Maintain consistency in scripts, qualification criteria, follow-up procedures, and compliance practices.
• Implement technology upgrades, process improvements, and efficiency enhancements to support a high-performing intake operation.
• Collaborate with other departments to ensure a smooth and effective new client onboarding experience.

Performance Management & KPI Oversight

• Set, monitor, and report on daily, weekly, and monthly KPIs including:
• speed to answer
• lead response time
• contact rate
• qualified conversions
• QA scores
• productivity and service-level adherence
• Use data to drive performance, staffing decisions, and process adjustments.
• Manage all phases of client acquisition, investigate and resolve any areas of bottle necks, and oversee performance standards for the team.

What You Bring

• BA/BS in Business or related field preferred.
• 5+ years of successful sales, contact center, or client service team management, preferably supervising 10+ staff.
• Proven success meeting or exceeding goals in a service-based or professional services environment.
• Strong leadership and communication skills with demonstrated success motivating hourly teams.
• Deep understanding of CRM systems, intake workflows, and sales/service best practices.
• Highly customer-focused with the ability to anticipate client needs and respond with urgency, care, and professionalism.
• Results-oriented with strong analytical skills and experience managing metrics, pipelines, and forecasting.
• Experience with sales enablement or workflow technology.
• High emotional intelligence with a demonstrated commitment to a client-first approach.
• Law firm or professional services experience is strongly preferred.