About the Firm
With 2 years of successful operations, this U.S. immigration firm has quickly established a reputation for fearless advocacy and high-touch legal service. The firm specializes in high-impact immigration matters, including humanitarian relief, family-based petitions, and removal defense.
The firm's mission is built on empathy and transparency. They pride themselves on a human-first approach, ensuring that every client feels a deep sense of belonging while receiving top-tier legal representation.
About the Job
The Sales Operations Coordinator is the operations and reporting backbone for the firm's consults function, supporting both the Marketing & Sales Director and the consults/intake team. This role keeps CRM data accurate and current, prepares the metrics leadership and billing rely on, and removes day-to-day friction so coordinators can focus on calls and attorneys can focus on consultations.
This is a behind-the-scenes, back-office role - not a client-facing position. You won't be on consult calls, managing case relationships, or advising clients.
Your world is the systems, trackers, and reporting that keep the sales/consult team running on time, every day. It's an administrative role by design - a non-commission role, which preserves your independence over the trackers and KPIs you maintain.
Responsibilities
- Assign incoming opportunities to leads coordinators on a round-robin basis, so callbacks happen quickly.
- Check and acknowledge Google LSA messages multiple times daily and assign each to a coordinator round-robin for full follow-up.
- Verify each lead's marketing source is listed correctly - specifically incoming Google LSA leads - and flag persistent mislabeling to marketing for an upstream fix.
- Log AI-receptionist voicemails morning, midday, and end of day, route them for callback, and track callback completion in the metrics tracker.
- Upload consult documents to each lead's CRM profile ahead of the consult so the attorney can review