Sales and Intake Success Coach

Join our dynamic team as a Sales & Intake Success Coach at My Legal Academy in a full-time W-2 position. We are seeking a proactive and results-driven individual to help clients refine and optimize their sales and intake processes. As a key member of our team, you will play a crucial role in guiding clients through the program, ensuring they achieve their goals and maximize their success.

Key Roles and Responsibilities:

• Conduct marketing audits for new members and identify traffic sources.
• Consolidate leads into our CRM and streamline the intake process.
• Provide personalized coaching through audit calls, 1:1 sessions, and group coaching calls.
• Assist clients in setting up their CRM and integrating all traffic sources.
• Identify gaps in clients' current marketing strategies and provide actionable steps to improve.
• Understand and evaluate clients' intake processes and personnel involvement.
• Ensure clients are tracking and analyzing key performance indicators (KPIs) such as CPL, CPR, CTR, and CPA.
• Offer hands-on support to address challenges and ensure seamless integration of program methods.
• Lead regular 1:1 and group coaching sessions, fostering collaboration and knowledge-sharing.
• Maintain clear and consistent communication with clients through various channels.
• Collect feedback from clients to identify areas for improvement within the program.
• Maintain detailed records of coaching sessions, client progress, and feedback.
• Contribute to individual high-ticket program sales as needed, with a focus on generating new business.

Requirements:

• Proven experience in sales and intake processes, preferably within the legal industry.
• Strong understanding of marketing strategies and CRM systems.
• Excellent communication and interpersonal skills.
• Ability to analyze data and identify areas for improvement.
• Detail-oriented with strong organizational and time management skills.
• Ability to work independently and as part of a team.
• Passion for helping clients achieve their goals and improve their business operations.