Job Description
Job DescriptionSalary: $50,000 - $55,000
Role: Intake Specialist
Team: Revenue
Reports to: Revenue Performance Lead
Holt Law is a boutique health law firm based in Minnesota and California that focuses on Healthcare Law and Compliance. We help healthcare entrepreneurs navigate the legal and regulatory landscape required to start and grow successful healthcare businesses.
Were looking for a full-time Intake Specialist who thrives in a fast-moving, goal-oriented environmentsomeone who brings energy, urgency, and structure to every interaction. Youll be part of a high-performing revenue team, working directly with our Revenue Performance Lead and helping qualified prospects take the first steps toward becoming long-term clients.
This is not a passive admin role. Youll be actively managing inbound leads, conducting follow-ups, qualifying prospects, and coordinating the handoff to our legal and sales teams. We need someone who knows how to move conversations forward, not just respond to them.
While primarily remote, we meet once per month in person. Preference is given to candidates located near San Diego, CA or the Twin Cities, MN.
Who you are:
- A clear, confident communicator who knows how to guide conversations and ask the right questions
- Comfortable with speedable to juggle multiple leads, calls, and follow-ups without sacrificing accuracy
- 1+ year of experience in a client-facing, sales-adjacent role (intake, customer service, inside sales, etc.)
- Highly organized and tech-savvyexperienced with CRMs like HubSpot and able to keep workflows clean
- Reliable, focused, and hungry to be part of a team that values performance and accountability
- Not afraid to speak up, follow up, and take ownership of your numbers
What you will do:
- Serve as the first point of contact for inbound leads via phone, email, and web inquiries
- Qualify prospects and guide them through our initial intake and consultation scheduling process
- Follow up on warm leads with clarity and urgency
- Keep meticulous CRM records (HubSpot) so the team can move quickly and confidently
- Coordinate handoffs to attorneys and the Revenue Performance Lead to ensure a smooth client experience
- Flag patterns and insights that can help us improve lead conversion and intake process
Compensation:
$50,000$55,000 annual salary + performance-based bonus tied to team KPIs
Benefits include:
- 18 days PTO (plus state-specific sick time)
- 3% IRA company matching (~$1,500$1,650 per year)
- 50% company-paid health insurance (rate varies by age)
- $150/month gym membership ($1,800 annually if fully used)
Why Holt Law?
Were not just checking boxes, were building momentum. Holt Law combines the expertise of a big firm with the urgency and grit of a growth company. As an Intake Specialist, youll be part of a team thats serious about client impact, performance, and continuous improvement.
remote work