Client Welcome Specialist

Job overview

The Client Welcome Specialist is a full-time, onsite role in Newburyport, MA, paying $28–$29 per hour. Law Mom supports families with estate planning and emphasizes personalized, compassionate client care.

What you'll do

• Manage and nurture prospective client leads
• follow up by text, email, and phone
• guide prospective clients through the estate-planning process
• track engagement, conversion, and performance metrics
• manage attorney calendars and appointments using Zoho CRM and Acuity
• support three evening events or webinars per month and follow up with attendees
• assist with engagement letters and payments
• report lead activity and provide client support, including help with Zoom and Acuity.

What we're looking for

Skills & competencies

client welcome specialist

newburyport ma

law mom

client services

estate planning

lead management

zoho crm

acuity

appointment scheduling

client support

evening events

$28–$29/hr

health insurance

401(k) match

paid time off

Work arrangement

• Weekend coverage required

Benefits & perks

• Discretionary bonuses
• health insurance
• 401(k) with company match
• paid time off
• professional development opportunities.

Why this role

The posting also describes the role as Client Services Coordinator and Welcome Coordinator. It calls for five or more years in similar positions and experience with CRM, calendar, and reporting tools.

About the employer

Law Mom is hiring for this role. Industry: Offices of Lawyers. Sector: 54.