Customer Service Manager, Sales and Client Services
Full-Time | In-Office | Salary + Bonus | Benefits
Vanguard Legal Group is a growing California Estate Planning firm seeking a driven, organized, and relationship-focused sales professional to join our Client Services team.
This is a performance-driven sales and client-service role where you'll speak with prospective and existing clients, identify their needs, guide them toward the appropriate services, and consistently move qualified opportunities forward.
Vanguard provides a steady flow of qualified leads and existing-client opportunities. Your responsibility is to follow up promptly, build trust, identify legitimate needs, and convert opportunities at a high level.
Our Standard
Be Excellent. Grow Consistently. Win.
We expect professionalism, composure, accountability, respect, empathy, coachability, and cooperation. We work as one team.
Even a highly effective salesperson will not thrive here if they disregard CRM usage, calendaring, documentation, follow-through, or established team procedures.
What You'll Do
Approximately 80% of this role involves sales conversations, follow-up, and appointment setting. The remaining responsibilities support effective client service and precise sales execution.
- Contact qualified leads and existing clients, email follow-up, and prompt responses to inbound inquiries.
- Build rapport, uncover client needs, recommend the appropriate next step, and convert qualified Estate Planning opportunities at a high percentage.
- Identify opportunities to introduce existing clients to advanced planning and additional Vanguard services.
- Schedule consultations, Trust Reviews, and related appointments while maintaining an organized and active sales pipeline.
- Enter clear, detailed, and timely notes in Zoho CRM, maintain accurate client records, and complete follow-up tasks consistently.
How Success Is Measured
Primary performance measures:
- Revenue generated
- Conversion rate
Success also requires:
- Professionalism and strong client care
- Accuracy and completeness
- Consistent, prompt follow-through
- Reliable CRM, scheduling, and documentation practices
- Cooperation with team processes and management direction
Required Qualifications
- Proven experience in phone sales, appointment setting, and customer service
- Experience working in a high-volume calling and task environment
- CRM data-entry and pipeline-management experience
- Strong verbal and written communication skills
- Excellent organization, follow-through, and attention to detail
- Ability to manage multiple priorities without sacrificing accuracy
- Ability to remain calm, professional, and effective under pressure
- Strong self-motivation and a desire to achieve measurable results
- Willingness to receive coaching, implement feedback, and follow established processes
- Ability to work collaboratively as part of a unified team
- Proficiency with Microsoft Office and common business technology
Preferred Experience
- Experience working with older clients
- Experience balancing strong sales performance with accurate CRM, scheduling, and follow-up practices
- Experience using Zoho CRM, Salesforce, or a comparable CRM
- Estate Planning, legal services, financial services, or other high-trust professional services experience
Who Will Thrive Here
The right person enjoys speaking with people, builds trust quickly, asks thoughtful questions, and confidently recommends a next step. You are persistent without being pushy, care about both the sale and the client's experience, and take pride in accuracy.
You move quickly without becoming careless, want to be measured by results, respond well to coaching, and value teamwork.
What We Offer
This is a full-time, in-office position offering salary plus bonus, benefits, structured training, ongoing coaching, clear performance expectations, and opportunities to grow with a fast-moving firm.
Our culture is built around excellence, growth, accountability, teamwork, and winning together while serving clients exceptionally well.
Vanguard Legal Group is an equal opportunity employer. Employment decisions are based on qualifications, performance, business needs, and the ability to meet the standards of the position.
Pay: $90,000.00 - $160,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
Work Location: In person
