Intake and Engagement Specialist

Intake and Engagement Specialist NW Legacy Law, P.S. Vancouver, WA Job Details Full-time $52,000 - $65,000 a year 1 day ago Benefits Health savings account AD&D insurance Paid holidays Disability insurance Health insurance Dental insurance 401(k) Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Employee discount Sabbatical Professional development assistance Bereavement leave Life insurance Qualifications Teamwork Interpersonal skills Phone communication Lead generation Business development CRM system proficiency Consultative selling Time management Client interaction via phone calls Full Job Description About NW Legacy Law NW Legacy Law, P.S. is a boutique law firm in Vancouver, Washington, focused on estate planning and probate. Founded in 2014, the firm invites clients to share their life's journey, reflect on their values, and explore how they can live their legacy today. We believe stronger futures for families and communities start with intentional, purposeful legal counsel. Our culture is built on empathy, accountability, and a genuine commitment to personal and professional growth. We are a close-knit team that values collaboration, honest feedback, and taking initiative. If you lead with emotional intelligence and hold yourself and others to high standards, you will thrive here. Role Overview The Client Services Intake and Engagement Specialist is the front line of the NW Legacy Law client experience and a key contributor to new client growth. This role carries two equally important responsibilities: handling client intake with empathy and skill, and growing the firm's pipeline through outreach, webinars, and in-person engagement. On the intake side, you guide prospective clients from first contact through booked consultation. You build rapport, lead discovery conversations, and make people feel cared for from the first call. On the outreach side, you represent NW Legacy Law in the community. You host webinars, make outbound calls, attend events, speak in front of groups, and build relationships with referral partners. You bring warmth and energy to every interaction, whether on the phone, on a Zoom, or in person. This position reports to the Operations Manager and works closely with the attorneys and the rest of the Client Services team. Key Responsibilities Client Intake Answer inbound calls and online requests from prospective clients with empathy, clarity, and professionalism Lead discovery conversations that uncover the prospective client's situation, goals, and concerns Book consultations with attorneys, manage scheduling, and confirm appointments Follow up promptly with leads to keep the pipeline moving and reduce no-shows Send intake materials, intake forms, and pre-consultation communications Document all client interactions accurately in the firm's CRM Outreach and Engagement Host and co-host live educational webinars on estate planning and probate topics for prospective clients and referral partners Make outbound and cold calls to past leads, marketing list contacts, and prospective referral sources Represent NW Legacy Law in person at community events, networking groups, senior centers, retirement communities, and partner events Speak at community groups, religious organizations, and partner businesses to introduce the firm and its purpose Build and maintain relationships with referral partners such as financial advisors, CPAs, hospice teams, and senior service providers Plan and run outreach campaigns that move leads from awareness to consultation booking Partner with firm leadership on marketing campaigns, content topics, and event ideas Support the firm's social media presence by engaging with comments, messages, and online community questions Pipeline Tracking and Reporting Track intake calls, outreach activity, event results, and consultation conversion rates Provide weekly updates to the Operations Manager on pipeline volume, conversion, and outreach progress Suggest improvements to intake scripts, follow-up sequences, and outreach approaches based on what you see and hear in the field Required Qualifications 2+ years of experience in a client-facing role that combined inbound service and outbound sales, business development, or community engagement Proven phone presence: comfortable with cold outreach, warm follow-up, and consultative conversations Strong in-person presence: personable, engaging, and confident speaking to individuals, small groups, and audiences Experience hosting or presenting webinars, workshops, classes, or community events Excellent verbal and written communication skills with empathy and active listening Comfortable using CRM systems, video conferencing tools, and standard office software Professional appearance and demeanor that represents the firm well in any setting Self-motivated with strong time management and the ability to balance intake duties with outbound activity Reliable transportation and willingness to attend events around the Vancouver and Portland metro area Some evening or weekend availability for events and webinars Preferred Qualifications Experience in professional services (legal, financial, or advisory) Background in estate planning, probate, or related services Experience speaking at public events, hosting community classes, or running webinars Existing network of referral partners in the Vancouver and Portland metro area Sales training in consultative selling, SPIN, Sandler, or similar methodology Experience working in a values-driven or purpose-oriented organization Compensation and Benefits NW Legacy Law offers a comprehensive benefits package designed to support the whole person: Salary $55,000 - $65,000 annually, depending on experience and skill Health Insurance Medical coverage available after 60 days of employment 401(k) Eligible after 4 months; firm provides a 4% match on 5% contribution Paid Time Off 10 days PTO in year one, increasing to 15 days after 2 years and 20 days after 6 years Sabbatical 4-week paid sabbatical after every 4 years of service Life & Disability Basic Life, AD&D, and Long-Term Disability at no cost Professional Development Annual budget for training, conferences, and continuing education Additional Perks Paid holidays, bereavement leave, EAP counseling, and complimentary estate planning services Work Environment This is an on-site position based at our Vancouver, Washington office. You will spend most of your time at the office handling intake calls and follow-up, with regular travel to local events, networking groups, and partner meetings throughout the Vancouver and Portland metro area. Some evening or weekend availability is required for community events and webinars. NW Legacy Law operates in an at-will employment state (Washington). The firm values flexibility, trust, and results, and encourages team members to find a rhythm that supports both high performance and personal well-being. How to Apply Interested candidates should submit a resume and a brief cover letter describing their experience with both client intake and outbound engagement, including any speaking, webinar, or community event experience. Applications can be sent to the firm's HR Coordinator via email to . Qualified candidates will be invited to complete a skills assessment. Based on the results, selected applicants may move forward to a phone interview and an in-person interview.

Pay:

$52,000.00 - $65,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee discount Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Vision insurance

Work Location:

In person