- Lead and manage a team of 11+ intake and consultation specialists.
- Develop and implement structured sales processes, call scripts, and follow-up protocols.
- Track key performance metrics including call volume, booking, show, and conversion rates.
- Provide consistent one-on-one and group coaching for sales skills.
- Collaborate with the marketing department for lead management and distribution.
- Build and maintain sales dashboards and report performance to leadership.
- Represent the firm at community events and partnership programs.
- Identify bottlenecks and design scalable systems for intake and process improvement.
- Work with operations and legal teams to ensure smooth client transitions.
CoachingData analytics