Flywheel, Inc. logo

V104 - Client Engagement Specialist

Job Overview

Location

Remote

Job Type

Full-time

Category

HR & Recruiting

Date Posted

July 16, 2026

Full Job Description

đź“‹ Description

  • • As a lifestyle company, Flywheel, Inc. ensures that everybody working here has a fantastic time, which is why they’ve earned the Great Place to Work Certification every year since 2022!
  • • A growing Family Law Firm based in Orange County, California, is seeking an experienced Client Engagement Specialist to serve as the first point of contact for prospective clients and drive the firm’s client acquisition efforts.
  • • This is a high-level sales and client engagement position, not a traditional administrative intake role.
  • • The ideal candidate will be responsible for guiding prospective clients through the consultation and retention process, building trust during emotionally sensitive situations, and converting qualified leads into retained clients.
  • • Schedule: Monday to Friday 9:00 AM - 5:00 PM PST.
  • • Monthly Compensation: $1,142 to $1,220 USD.
  • • Responsibilities include, but are not limited to:
  • • Clearly communicate the value of the firm’s legal services.
  • • Maintain organized lead pipelines and communication schedules.
  • • Maintain accurate records within CRM and firm systems.
  • • Serve as the primary point of contact for prospective clients (PNCs).
  • • Conduct initial consultations and discovery conversations with leads.
  • • Gather relevant information regarding potential legal matters.
  • • Conduct consistent and strategic follow-up with prospective clients.
  • • Facilitate a seamless transition from prospect to client.
  • • Guide prospective clients through the consultation and retention process.
  • • Manage the complete sales cycle from initial inquiry through retention.

🎯 Requirements

  • • 3+ years of experience in Sales, Intake, Client Success or Business Development.
  • • Experience converting prospects into paying clients or customers.
  • • Strong customer service background.
  • • Experience working in high-emotion or consultative environments preferred.

🏖️ Benefits

  • • Monthly Compensation: $1,142 to $1,220 USD.
  • • Schedule: Monday to Friday 9:00 AM - 5:00 PM PST.

Skills & Technologies

Remote

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Flywheel, Inc.
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About Flywheel, Inc.

Flywheel is a technology company that provides a cloud-based platform for medical imaging data management and analysis. Their solution helps researchers and clinicians securely store, share, and analyze large datasets, accelerating scientific discovery and improving patient care. The platform supports various imaging modalities and offers tools for data curation, collaboration, and AI-driven insights. Flywheel operates within the healthcare technology and life sciences industries, focusing on making medical imaging data more accessible and actionable for research and clinical applications.

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