We’re looking for a Superstar Intake Specialist / Referral Coordinator with at least 2 – 4+ years of customer service experience and Can Hit The Ground Running!
Does this sound like you?
Intake Specialist / Referral Coordinator Position (2 – 4+ yrs of experience)
Do you want to be treated like a professional while you help ambitious and entrepreneurial business owners discover how to create predictable, reliable and profitable businesses?
We’re looking for an experienced customer service specialist that knows how to make people feel special, instantly trigger smiles and loves to help our entrepreneurial clients with their personal and professional problems.
We are an entrepreneurial business and franchise law firm that is on track for aggressive growth and we need an experienced customer service specialist to join our team and work directly with the owner and lawyers to support the team and help our entrepreneurial clients.
We want to be known for helping our clients get the legal assistance and business guidance they need to successfully launch, manage and grow their business or franchise, while learning how to become a better business owner, in a better position, and knowing that they had a team behind them that really cares about their personal and professional goals and priorities.
We’re not just lawyers… we’re our client’s trusted business advisors and we go the extra mile to help them reach their goals. Sometimes this means helping them get into a new business… and other times it means helping them find a great mortgage broker, or that perfect accountant, or even a plumber because a pipe in their home just burst! We are growing fast, and we need an Intake Specialist / Referral Coordinator who can hit the ground running with minimal supervision!
This position will be responsible for important work, including:
Handling the Firm’s relationships with the clients, potential clients, former clients, referral sources, professional contacts, and the general public – and making sure everyone leaves with a big smile!
Speak with incoming leads and identify whether they are qualified leads by asking a series of questions designed to speak to our ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.
Scheduling qualified leads for Strategy Meetings with a lawyer, initiate and manage the Firm’s Customer Relation Management systems and glidepaths, and prepare lawyers with all of the information needed for a successful meeting.
Ensure successful client onboarding, including preparation of Engagement Agreements, taking payment and gathering any necessary documents.
Assisting with the Firm’s marketing and referral efforts by developing relationships with the Firm’s referral partners and findings ways to make referrals to leads and clients.
Following up with leads and clients on a regular basis to proactively check in on their business, their new hire, their transaction, their family, etc..
Collaborate directly with Owner on important firm projects.
If the statements below appeal to you, then you may be our next Intake Specialist / Referral Coordinator!
We love to help people learn and grow. But we don’t have the time for that right now. We need a Customer Service Specialist with at least 2 – 4+ years of experience working with business owners and providing top notch service. The ideal candidate will be able to take initiative on work that needs to be done and complete tasks with minimal hand holding.
This is a full-time position that will require a minimum of 40 hours per week. The position is virtual, with the possibility of hybrid in-person at some point in the future. Salary is expected to be $40,000 – $60,000, commensurate with experience and workload. There is an opportunity for bonus compensation for those who can demonstrate their profitability as well.
Intangible Benefits of Position
Tangible Benefits Of Position
The Ideal Candidate Will
About Our Law Firm
We’re one of the fastest growing business and franchise law firms in Ontario. In fact, we’ve been doubling our growth every year and are on track to double again this year! That’s not just because we’re excellent lawyers trusted by clients across the country, it’s also because we focus on creating the right team who lives by our shared core values: Value-Driven; Results Oriented; Continuous Improvement, Kick Ass Service, Empowerment and Trust! Our reputation speaks for itself, with happy clients and top-notch results. Our team-oriented environment is employee-focused, we maintain reasonable billable hours, offer mental health days, contribute to ongoing education and focus on finding the right work-life balance for every individual in the Firm.
Our firm regularly represents businesses, franchisors and franchisees in a variety of matters—from acting as outside General Counsel to representation in high-level business transactions to drafting and negotiating a variety of franchise arrangements, and much more.
Hansra Law exists to protect, and advise, innovators and job creators, because we believe that when the business community thrives, so does our economy. And when the economy thrives, it benefits all of us. Come be a part of the team that’s changing the way business gets done in Ontario.
We are, by definition, a small law firm. We are not the type of law firm that expects you to spend nights and weekends and holidays committed to reaching some unreasonable billable hour goal. We are, however, a law firm that takes clients’ needs very seriously and we do have standards that we expect you to meet.
If you meet those standards, and you help our ambitious clients achieve their goals, then you will be rewarded both financially and professionally. And guess what? You’ll still have time on the weekends to hang out with your family and kids. Even if you don’t have kids, that’s cool too. Perhaps you’ll want that time to spend with your friends or having some fun, because we understand that everyone needs time for that as well.