Sales Assistant

Description

Summary: This role involves serving as the initial point of contact for prospective clients, managing client experience, and coordinating with the legal team for a growing boutique estate planning and elder law firm. Highlights: 1. Central role in client experience, lead conversion, and legal team coordination 2. Opportunity to support process improvement and strengthen backend systems 3. Fast-paced environment focusing on client-facing interactions and technology Sales Assistant **Client\-Facing • Full\-Time • New York, NY** ### **About Rad Hires** Rad Hires connects high\-performing talent with ambitious teams that move fast and build things that matter. We partner with lean, client\-driven organizations to find the kind of people who own outcomes, raise the bar, and make a real difference — not just fill a seat. ### **About the Role** Our client is a growing boutique estate planning and elder law firm serving New York families. As Sales Assistant, you'll be the first voice prospective clients hear — playing a central role in client experience, lead conversion, and seamless coordination with the legal team. This is a role for an A\-player who communicates clearly and kindly under pressure, prevents problems before they escalate, and is comfortable with technology, empathy, and ethics. ### **Responsibilities** * Respond to incoming phone, email, and web inquiries from prospective clients. * Conduct intake calls, gather relevant information, and assess whether a matter is a fit for the firm. * Schedule consultations and communicate the intake process and next steps clearly. * Follow up consistently with leads to improve conversion and client experience. * Collaborate with the legal team to ensure smooth handoffs and continuity of care. * Maintain accurate client notes, intake records, and CRM data. * Support process improvement and contribute to stronger backend systems as the firm grows. ### **Requirements** **Must\-have** * Fluent English — strong written and verbal communication, sound judgment, and attention to detail. * 2\+ years of experience in legal intake, customer service, hospitality, sales, or other client\-facing work. * Comfortable working with technology, CRM tools, and structured workflows. **Nice to have** * Second language strongly preferred: Russian, Hebrew, or Spanish. * Experience in a law firm, estate planning, elder law, or professional services environment. * Familiarity with Lawmatics, MyCase, or similar CRM/case management platforms. * Familiarity with Claude, GenAI, or AI\-assisted workflow tools — a major plus. ### **Compensation \& Benefits** * Competitive salary, commensurate with experience. * Performance\-based incentives tied to client conversion and experience. * Paid time off and holidays. * Professional development opportunities.