Client Development Manager

The Client Development Manager’s primary goal is to conduct consultations with prospective new clients (“PNCs”) and convert: (1) PNCs into Clients, and (2) Clients into returning Clients who provide recurring revenue through Advances. 

Reporting Relationship: 

The Client Development Manager reports to the Owner with respect to all professional activities, and the Administrator with respect to all issues concerning their relationship with the Firm as an employee. 

Authority: 

The Client Development Manager has authority to speak with PNCs and Clients, consistent with the policies and procedures of the Firm, and under the supervision of the Owner and the Legal Administrator. 

Responsibilities: 

  1. Head the Sales Department:

    1. Recruit, Train and Manage the Sales Team. 
    2. Imagine, Develop, Deploy, and Test Sales Strategies. 
    3. Monitor sales metrics and measures progress and growth.
    4. Teach the Team to treat leads as if made of gold and work to maximize ROI on the cost of every lead. 
    5. Protect the Firm from taking on low-quality clients and unprofitable causes.
  2. Manage the Sales Process: The Client Development Manager will conduct in-depth, in-person, and telephonic meetings with Prospective New Clients. During these meetings the Client Development Manager will:  
    1. Follow firm prescribed guidelines on how to communicate with PNCs in the most effective manner. This includes handling objections, ensuring that those who do not hire the Firm are left with an action plan for future hire or contact, picking up the Office phone, even if part-time, whenever it rings, and returning calls, emails and other communications immediately. 
    2. Collect information about the PNCs and the matters for which they are seeking the Firm’s help.  
    3. Assure the PNCs that the Firm’s attorneys and staff will be able to help them, assuming the PNCs are a good fit for the Firm according to the Firm’s criteria. 
    4. Show compassion for their troubles.   
    5. Provide a general description of the Firm’s services in the area that the PNC needs help. 
  3. Facilitate Engagement of the Firm: In accord with the ethical rules governing lawyers, the Client Development Manager will not provide legal advice, quote a fee or estimate in any way that violates the Firm’s policies, or enter into an engagement with a client. Rather, the Client Development Manager will prepare prospective clients for entering into an engagement with the Owner or other designated attorney. 
  4. Maintain the CRM: The Client Development Manager will keep detailed records about the number of PNCs that contact the firm, the number that come in for initial consultations, and the number that actually engage the firm.  
  5. Follow Up Zealously: The Client Development Manager will stay in contact with PNCs that do not sign up after their initial consultation to keep the door open for them to come in when they are ready. 
  6. Identify Opportunities: The Client Development Manager will identify existing and new target markets and provides input on marketing to generate new and even better leads. 
  7. Lead Continuous Improvement: The Client Development Manager will streamline the sales process (including by developing checklists and procedures, and creating sales scripts, to ensure that the Client experience is beautiful and seamless). 
  8. Track and Measure: The Client Development Manager will track and evaluate and report all results. 

Skills: 

The Client Development Manager must be confident, articulate and comfortable representing the Firm while speaking with prospective new clients. The Client Development Manager must be able to bring PNCs to the point of signing an engagement letter with the Firm. 

The Client Development Manager must be self-motivating and self-directed to achieve their professional goals and the Firm’s goals. 

Education, Background, and Desired Personality Traits 

The Client Development Manager should have at least two years of experience in sales of products or services. The Client Development Manager should have education and/or work experience the equivalent of a B.A. 

The Client Development Manager is an experienced inbound and outbound dialer who has consistently and persistently upsold a product or service.  This person has upsold products or services and has that innate ability to ask that one extra question or offer one more Unique Competitive Advantage (UCA) that will help us sign up more clients. They don’t know how to take “no” for an answer. 

This is a person who will dial the phone at least 100 times per day and not even break a sweat doing it! This person will be our team “rabbit” and set the pace every day. Others on our team will aspire to keep up with him or her every day. 

The Client Development Manager is driven to succeed and committed to fast growth; has a positive, Rockstar mindset, and helps the Owner increase organizational efficiencies in selling the Firm’s legal services.  The Client Development Manager’s objective should be to increase ROI (in terms of new business closed or other quantifiable results) a minimum of 3-5 times the Client Development Manager’s base salary plus projected bonus.   

Our Superstar Client Development Manager Superhero is not a job hopper.  He or she values the opportunity for longevity and growth with a company.  This person is passionate; has hobbies and interests. 

Ideally this person is a whiz at Customer Relations Management (CRM) software (especially Lexicata), has a positive view of the legal industry and its contribution to humanity, and adapts to firm culture.  Also, the Client Development Manager has empathy and is an expert at building rapport.  Note: Our firm completes secret shopper phone calls. Telling a prospect “I’m sorry this happened to you” or “I can’t imagine what you must be going through” in an empathetic tone can make or break the sale.  

When prospective new clients (PNCs) call for legal help, they’re often through an emotionally or financially critical and difficult period. Our Superstar Superhero provides the ultimate contact experience.  It requires the right combination of telephone skills, empathy and ability to investigate to the root of the legal issues.  Our Superhero creates memorable client experiences.  He or she is confident on the phone, sets the tone and pace of the phone call, shows empathy and puts the PNC during their difficult time, treats a call Friday afternoon with the same care and compassion as Monday morning, demonstrates exceptional communication skills, and can handle the administrative side of intakes with ease. 

About Us:  

We are a boutique law firm, focused on the multi-trillion-dollar health & wellness industry. 

Our clients include: health technology companies, medical groups, medical spas, mobile medical app developers, telemedicine groups, wearable health tech manufacturers, and other health and wellness ventures and practices. Our legal services include regulatory issues, transactional/ corporate work, and dispute resolution. Our clients are national and international. We attract, mentor and retain the best healthcare, FDA & business lawyers. We create a supportive, inclusive and motivating environment where everyone gets excited about their practice, business development, and growth. We believe the trillion-dollar health and wellness industry will continue to expand and require intelligent and savvy navigators who can lead clients to build their dreams. 

To Apply 

Write a cover letter responsive to the above. Please your name backwards in the subject line and also let us know why we would ask you to write a paragraph about what you think about A Message to Garcia. 

Application Questions 

You have requested that Indeed ask candidates the following questions: 

  • How many years of sales of products experience do you have? 
  • What is the highest level of education you have completed? 
  • Are you in San Diego, CA? 
  • Are you authorized to work in the following country: United States? 
  • Do you speak submit a cover letter as requested in the job description? 

Cohen Healthcare Law Group is an equal opportunity employer and does not discriminate on the basis of age, race, religion, color, sex, gender expression, national origin, marital status, physical disability, or mental disability.

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