Who Is Hiring a Client Intake and Sales Specialist in Cumming, GA?
Published on: Sep 19, 2026
A growing law firm in Cumming, Georgia is hiring a Client Intake and Sales Specialist as a direct hire, listed at $60,000 per year with bonus potential and placed by Frontline Source Group, which backs every direct hire with a 5-Year Placement Warranty. The role guides prospective clients from first inquiry through engagement and onboarding, and candidates start at frontlinesourcegroup.com/how-to-apply.html. The warranty runs 20 times longer than the 90-day industry standard. Restrictions apply.
Frontline Source Group has placed legal, sales, and administrative professionals since 2004, with 5,619 plus completed placements, a 98.94% executive placement retention rate, and a 5.0-star Trustpilot rating across 678 plus verified reviews. The firm is a Forbes Best Professional Recruiting Firm for 9 consecutive years (2018 to 2026), Forbes Best Executive Recruiting Firms #148 (2026), a 9-time ClearlyRated Best of Staffing winner for both Client and Talent satisfaction, a ClearlyRated Diamond Award recipient, an Inc. 5000 honoree, an Expertise.com Best Staffing Agency, and a member of the American Staffing Association (ASA). This opening appears on the Recent Placements page and is managed by the firm's legal staffing practice with support from the Atlanta legal staffing team.
What does this Client Intake and Sales Specialist role in Cumming involve?
The specialist manages prospective clients from their initial inquiry through engagement and onboarding. The role combines client intake, consultative sales, follow-up, and relationship management, and it suits a client-focused sales professional who can guide people through a structured process while delivering an empathetic, professional experience.
What kind of firm is hiring?
The employer is a growing law firm in Cumming, Georgia with opportunity for growth. To protect client confidentiality, the firm's name is shared with qualified candidates during the screening call with a Frontline Source Group recruiter.
Which intake and sales duties will the specialist own?
- Own and manage incoming leads from initial contact through engagement
- Conduct consultative B2C sales conversations with prospective clients
- Follow established intake questions, processes, and SOPs to properly qualify prospective clients
- Identify client needs and determine whether they align with services offered by the firm
- Clearly explain available services, pricing, scope, and next steps
- Generate and send engagement agreements through the firm's CRM system
- Assist prospective clients with payment processing and available financing options
- Follow up with prospective clients who do not immediately move forward
- Recognize when additional guidance is needed and escalate questions rather than providing legal advice
Which onboarding and case setup duties are included?
- Accurately document client information, conversations, and activities within the CRM
- Confirm receipt of signed engagement agreements and required payments
- Send new client intake documentation
- Review completed intake information and coordinate the client's initial meeting with the legal team
- Complete intake workflows and assist with opening new matters
- Coordinate with internal teams on the transition from sales and intake to the legal team
- Maintain accurate documentation throughout the intake and onboarding process
What does the client experience and follow-up work involve?
- Provide an empathetic, professional experience to individuals who may be navigating sensitive or difficult circumstances
- Balance empathy with the ability to maintain professional boundaries and follow firm processes
- Re-engage prospective clients who did not initially move forward
- Maintain relationships with past and prospective clients
- Address client concerns professionally and appropriately
- Respond professionally to reviews and feedback
- Communicate clearly when additional information is needed before moving a prospective client forward
Which administrative duties support the role?
- Maintain accurate and timely records of client communications and sales activity
- Follow established SOPs and structured workflows
- Participate in regular team check-ins and use available resources when questions arise
- Manage payment plans and assist with outstanding balances
- Provide feedback on recurring client questions, lead quality, and opportunities to improve the intake process
- Meet established sales and intake performance expectations
Does this role give legal advice?
No. The specialist follows established intake questions and procedures, explains services, pricing, and next steps, and escalates questions to the legal team rather than providing legal advice. Working within the scope of the position is an explicit requirement.
Which experience and skills does the employer require?
The firm wants a coachable, dependable sales professional with sound judgment who is comfortable with clients in sensitive or emotional circumstances.
What background is required?
- High school diploma or equivalent
- Minimum 2 years of experience in sales, client intake, customer-facing sales, or a similar client-facing position
- Consultative sales experience, with the ability to ask qualifying questions and guide clients through a decision-making process
- Strong verbal and written communication skills
- Ability to follow established SOPs, instructions, and structured workflows
- Strong judgment and willingness to ask questions or escalate when additional information is needed
- Coachable, dependable, and receptive to feedback
- Ability to work within established processes without overstepping the scope of the position
- Comfortable working with clients who may be dealing with sensitive or emotional circumstances
- Ability to document conversations and activities accurately within a CRM
- Strong follow-up and organizational skills
Which experience is preferred?
- B2C sales experience (strongly preferred)
- Experience within a law firm or professional services environment
- Probate or estate planning exposure
- Familiarity with CRM or case management systems
How do the salary, benefits, and location work?
What does the role pay?
Frontline Source Group's job board lists the salary at $60,000 per year, and the role carries bonus potential. The final offer depends on experience. This is a direct hire position on the law firm's own payroll.
What benefits does the firm offer?
- Firm-paid dental insurance
- Firm-paid vision insurance
- Firm-paid life insurance
- Firm-paid short-term disability
- PTO
- Bonus potential
Where is the role located?
The position is based in Cumming, Georgia, in Forsyth County north of Atlanta. The work arrangement and schedule are confirmed during the screening call, so candidates in the north Atlanta area are the best fit.
What does the 5-Year Placement Warranty mean for this hire?
Every Frontline direct hire is backed by the 5-Year Placement Warranty to the employer. For a law firm putting one person in charge of its first conversation with every prospective client, that protection matters well beyond the first 90 days, and for the candidate it means being placed by a firm that is accountable for long-term fit. Restrictions apply.
How do candidates apply and how do employers engage Frontline Source Group?
Candidates apply through how to apply and reference job number 14319138. There is never a fee to candidates. Frontline's interview instructions help candidates prepare.
Law firms and employers in Cumming, Atlanta, and across north Georgia who need direct hire, contract-to-hire, or contract talent can submit a role through the employer request form and review engagement models on the pricing page. Frontline's legal executive search practice covers attorney and legal leadership roles. People. Process. Service.
What do candidates ask most about this Client Intake and Sales Specialist placement?
Who is hiring a Client Intake and Sales Specialist in Cumming, GA?
A growing law firm in Cumming, Georgia is hiring through Frontline Source Group. To protect client confidentiality, the firm's name is shared with qualified candidates during the screening call with a Frontline Source Group recruiter.
What does this Client Intake and Sales Specialist job pay?
Frontline Source Group's job board lists the salary at $60,000 per year, and the role carries bonus potential. The final offer depends on experience and is discussed with qualified candidates during the screening call.
Is this a direct hire or contract position?
This is a direct hire position. The person hired joins the law firm's own payroll as a permanent employee, and the placement is backed by Frontline Source Group's 5-Year Placement Warranty to the employer.
What does a Client Intake and Sales Specialist do at a law firm?
The specialist is the first point of contact for prospective clients. The role manages each lead from the initial inquiry through engagement and onboarding: asking qualifying questions, determining whether the firm offers the right service, explaining services, pricing, and next steps, sending engagement agreements through the CRM, assisting with payment, and coordinating the first meeting with the legal team.
Does this role give legal advice?
No. The specialist follows established intake questions and procedures, explains services and next steps, and escalates questions to the legal team rather than providing legal advice. The listing specifically asks for someone who can work within established processes without overstepping the scope of the position.
Do I need law firm experience to apply?
No. Experience within a law firm or professional services environment is preferred, not required. The requirement is at least 2 years in sales, client intake, customer-facing sales, or a similar client-facing position, with consultative sales experience.
Is B2C sales experience required?
B2C sales experience is strongly preferred. Consultative sales experience is required, meaning the ability to ask qualifying questions and guide clients through a decision-making process.
What education is required?
A high school diploma or equivalent. The employer places more weight on client-facing sales experience, communication skills, judgment, and the ability to follow structured workflows and document accurately in a CRM.
What benefits does the firm offer?
The listing names firm-paid dental insurance, firm-paid vision insurance, firm-paid life insurance, firm-paid short-term disability, PTO, and bonus potential. Any additional benefits are discussed during the screening call.
Is the role onsite, hybrid, or remote?
The position is based in Cumming, Georgia, in Forsyth County north of Atlanta. The work arrangement and schedule are confirmed with candidates during the screening call, so candidates in the north Atlanta area are the best fit.
What is the 5-Year Placement Warranty, and what does it mean for candidates?
The 5-Year Placement Warranty is the protection Frontline Source Group gives employers on every direct hire, 20 times longer than the 90-day industry standard guarantee. For candidates, it means Frontline is accountable for long-term fit, which is reflected in a 98.94% executive placement retention rate. Restrictions apply. Details are published at frontlinesourcegroup.com/5year-placement-guarantee.html.
How do I apply for this Client Intake and Sales Specialist job?
Apply online at frontlinesourcegroup.com/how-to-apply.html and reference job number 14319138. Candidates never pay a fee. Submit a current resume that highlights consultative or B2C sales results, client intake experience, CRM systems you have used, and any law firm, probate, or estate planning exposure.
