Client Engagement & Sales Specialist

Client Engagement & Sales Specialist Northborough, MA Job Details $60,000 a year 19 hours ago Benefits Disability insurance Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Life insurance Qualifications Sales pipeline management Consultative selling Full Job Description Kristine Romano Law | Northborough & Natick, Massachusetts (Hybrid Opportunity) Help Families Protect What Matters Most Some sales roles are about volume. This one is about impact. At Kristine Romano Law, every conversation you have represents a family making one of the most important decisions of their lives, protecting their legacy, caring for aging loved ones, and creating clarity for the future. We are not a high-pressure sales environment. We are a trust-driven, relationship-first firm where clients come to us during meaningful life moments, and your role is to guide them with confidence, empathy, and clarity. If you are someone who can build trust quickly, communicate value clearly, and confidently guide people to a decision that serves them , this is a rare and meaningful opportunity. Why This Role Is Different At Kristine Romano Law, we combine deep legal expertise with a human-centered client experience . For nearly 20 years, we've helped families navigate estate planning, elder law, and long-term care decisions with compassion and clarity. This role is not about "selling legal services." It's about helping people say yes to protecting their future. Why Join Kristine Romano Law Purpose-driven work that truly changes families' futures A boutique firm environment where clients are never "just a number." A team culture grounded in compassion, clarity, and professionalism The opportunity to grow into a sales leadership or operations role Work that aligns with meaning, not just metrics Compensation & Benefits $60,000 base with opportunity to earn up to $100,000 with a "bonus" structure in place Benefits include: Health insurance Dental insurance Vision insurance Life insurance Long-term disability coverage 401(k) with employer matching Paid time off If You're Ready for Something More If you are looking for a role where: Your conversations matter Your work has a real impact And your success is tied to helping others make life-changing decisions This is your opportunity.

Compensation:

$60,000 yearly base plus bonus

Responsibilities:

What You'll Do Conduct consultation follow-ups and guide prospects toward engagement Clearly communicate the value of estate planning, elder law, and long-term care planning services Build trust through empathetic, confident, and consultative conversations Follow up with leads via phone, email, and text in a structured, consistent manner Track leads, conversions, and pipeline activity in CRM systems Collaborate closely with attorneys and the intake team to ensure a seamless client journey Identify opportunities to improve conversion rates and client experience What Success Looks Like High conversion rates from consultation to signed client Clients who feel heard, supported, and confident in their decision Consistent, proactive follow-up with every qualified lead Strong collaboration with the legal team A measurable impact on firm growth and client satisfaction

Qualifications:

Who You Are You are not just a salesperson, you are a trusted guide .

Qualifications:

Have 3+ years of sales, intake, or client conversion experience (professional services preferred) Excel at consultative sales , not transactional selling Know how to balance empathy with confidence Communicate clearly, calmly, and professionally, even in emotional conversations Are highly organized and consistent with follow-up Take ownership of your pipeline and results Thrive in an environment where the quality of conversation matters more than quantity

Bonus If You Have:

Experience in legal, financial services, healthcare, or estate planning CRM experience (Clio, Smokeball, or similar) A background in intake or client experience roles in a law firm About Company At Kristine Romano Law , we help individuals and families plan for the future and navigate important life transitions with confidence. Our practice focuses on estate planning, probate administration, elder law, guardianships, and long-term care planning. We understand that clients often come to us during emotional and challenging times. Because of this, our team is committed to providing thoughtful legal guidance with professionalism, compassion, and clear communication. Our firm values a collaborative and respectful workplace where team members support one another and take pride in delivering high-quality service. We are dedicated to helping families protect what matters most while creating a positive and professional experience for every client we serve.