Sales Assistant

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.

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.