- Oversee the intake process for new clients or customers, ensuring all necessary information is collected accurately and in a timely manner.
- Develop and implement efficient onboarding procedures to streamline the intake process.
- Collect relevant information from clients or customers to initiate the onboarding process.
- Ensure accurate and complete documentation of client information in the organization's systems.
- Collaborate with different departments, such as sales, customer service, and operations, to facilitate a seamless onboarding experience.
- Communicate client requirements and expectations to relevant teams.
- Address and resolve any issues or concerns raised during the intake process.
- Work closely with clients, internal teams, and other stakeholders to ensure client satisfaction.
- Continuously evaluate and enhance the intake process for efficiency and effectiveness.
- Implement improvements to streamline workflows and reduce processing times.
- Provide training to staff involved in the intake process to ensure consistency and compliance with established procedures.
- Stay informed about industry best practices and incorporate relevant updates into the intake process.
- Generate reports on key performance indicators related to the intake process.
- Analyze data to identify trends, areas for improvement, and opportunities for increased efficiency.
- Performs other related duties as assigned.
- Bilingual English/Spanish
- Bachelor's degree in business, management, or a related field.
- At least 3 years of experience in sales, intake management or a similar role.
- Familiarity with relevant industry regulations and compliance standards.
- Experience with CRM (Customer Relationship Management) software.
- Strong organizational and multitasking skills.
- Excellent communication and interpersonal abilities.
- Attention to detail and a commitment to accuracy.
- Problem-solving skills and the ability to work well under pressure.
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Sales Manager- Bilingual English/Spanish - Berwyn, United States - Alexandra Lozano Immigration Law PLLC
Description
Overview:
Do you want a job where you can show up and make a difference in the world every day? Are you ready to join a dynamic, mission-driven company? At Alexandra Lozano Immigration Law (ALIL) we are dedicated to changing the lives of the Latino immigrant community through zealous advocacy, finding creative solutions and aggressive legal strategies.
Apply today to join our team and become a part of our mission
As an Intake Manager, you will be responsible for managing the intake process of new clients, customers, or cases within the organization. You will play a crucial role in ensuring a smooth and efficient onboarding experience, gathering necessary information, and coordinating with various departments to meet client needs.
Responsibilities:WHO WE ARE:
Alexandra Lozano Immigration Law is headquartered in Seattle, WA with offices in Los Angeles, Chicago, and Texas. Our team of passionate and highly trained individuals are doing life changing work for immigrants to the United States. We are a client-focused, results-oriented firm specializing in humanitarian immigration - 360 VAWA, U Visa, and T Visa as well as post-deportation options.
We are one of the fastest growing companies in America (#247 on Inc.5000), and our unique approach to cases has a proven success rate of over 90%. Our compensation and benefits are highly competitive, and we are always looking for people with a combination of grit and kindness, intelligence and empathy, and a desire to help improve peoples lives - if this sounds like you, we would love to meet you.
#LAW-ALIL
