Lead Analytics & Conversion Specialist

Taleré Law is hiring! 

Position Overview

We are looking for a growth-minded, data-savvy professional who can keep their finger on the pulse of our intake department's performance while actively supporting lead conversion. As our Lead Analytics & Conversion Specialist, you will be the data expert who tracks, analyzes, and reports on how leads flow through our multiple intake channels, text, web forms, phone calls, email, and chat, identifying what is working, what's not, and where opportunities for improvement exist.

This is not a traditional legal role—it is a hybrid data operation and conversion support position focused on understanding the complete picture of our intake performance. You will monitor lead systems, analyze conversion patterns across channels, build executive dashboards, and provide insights that help leadership make informed decisions about capacity, growth, and resource allocation. Additionally, you will collaborate with attorneys to convert qualified leads into consultations, follow up with prospects, and ensure lead data accuracy throughout the client journey.

Perfect for: Someone with a marketing or sales operations background who loves working with multi-channel data, spotting trends, turning complex information into clear actionable insights, and applying those insights to drive real business results.

What You'll Actually Do

Lead Analytics & Performance Reporting (50%)

Track intake performance across all lead channels: phone, text, web forms, email, chat.

Monitor lead volume, response times, and conversion rates by channel.

Analyze which channels produce the highest-quality leads and best conversion rates.

Identify patterns in lead flow: time of day, day of week, seasonal trends.

Create executive dashboards showing intake department health and performance trends.

Report on departmental KPIs: volume trends, conversion benchmarks, response times, capacity utilization

Compare performance across different lead systems and intake methods.

Forecast intake volume and capacity needs based on historical data patterns.

Flag anomalies, bottlenecks, and opportunities in real-time data.

Provide actionable insights to improve capacity, efficiency, and conversion rates.

Lead Conversion & Client Support (30%)

Collaborate with attorneys to convert qualified leads into consultations and clients.

Follow up with leads to ensure engagement and reduce lost opportunities.

Assist in pre-screening prospective clients and collecting accurate intake information.

Capture lead information, qualify potential cases, and coordinate consultations.

Maintain CRM records and track case status through the intake and conversion process.

Identify opportunities to improve response times and client communication workflows.

Monitor performance of intake technology systems (phone, text, web forms, email, CRM)

Coordinate with technology vendors on system optimization and troubleshooting.

Track lead attribution and routing across multiple systems.

Ensure data accuracy and consistency across all intake channels.

Process Documentation & Quality Monitoring (20%)

Maintain intake documentation, workflows, and knowledge base.

Design and deploy client satisfaction surveys.

Monitor quality assurance metrics and flag performance trends.

Create training materials and standard operating procedures.

Standardize intake data capture for consistency across channels.

Ensure compliance with case acceptance criteria tracking.

Support implementation of new tools and features.

Identify gaps in lead capture or response processes.

Test new features and provide feedback on system performance.

Document lead flow processes and system integrations.

Maintain intake technology stack documentation.

Provide data-driven insights on process improvements.

Required Qualifications

Education & Experience

Bachelor’s degree in business, Marketing, Technical Communication, Data Analytics, or related field

3-5 years' experience in business operations, marketing/sales operations, or data analysis

Experience tracking multi-channel lead systems and conversion funnels.

Background analyzing data from CRM, phone systems, web forms, and communication platforms.

Proven ability to identify trends and patterns in complex data sets.

Technical Skills

Excel/Google Sheets: Pivot tables, formulas, data visualization, working with large data sets.

CRM/Lead Systems: Salesforce, HubSpot, Litify, or similar platforms

Analytics Platforms: Google Analytics, call tracking software, reporting dashboards.

Survey Tools: Qualtrics, SurveyMonkey, Google Forms, or similar.

Data Integration: Working with data from multiple systems and sources.

Microsoft Office: PowerPoint for presentations, Word for documentation

Data Storytelling: Ability to present complex multi-channel insights clearly to non-technical audiences.

Core Competencies

Multi-Channel Thinking: You understand how different lead sources behave differently.

Pattern Recognition: You spot trends, outliers, and opportunities in data.

Systems-Oriented: You see how lead systems connect and affect each other.

Data-Driven Decision Making: Use insights to optimize lead conversion and operations.

Detail-Oriented: You ensure data accuracy across multiple platforms.

Clear Communication: You translate complex channel data for leadership and clients.

Client-Focused: Explain trends and insights into ways that drive action.

Proactive Problem-Solver: You identify issues before they are escalated.

Growth Mindset: You think about capacity, scalability, and improvement.

Adaptable: You thrive when managing multiple data sources and priorities

Preferred Qualifications

Experience in legal services, professional services, or lead-based businesses

Background in demand generation or lead operations

Familiarity with call tracking, text messaging platforms, and web form systems

Knowledge of lead routing and distribution logic

Understanding of personal injury case types and legal intake

Experience with data visualization tools (Tableau, Power BI, Looker)

Bilingual (Spanish/English) strongly preferred.

Comfortable learning innovative technologies as lead systems evolve.

What Makes You Stand Out

You're the right fit if:

You get excited about comparing conversion rates across different lead channels.

You have managed data from phone systems, web forms, and CRM platforms simultaneously.

You can spot when a drop in conversion is channel-specific vs. team-wide.

You think about lead flow, response time, and channel optimization.

You have identified data quality issues and fixed them at the source.

You can explain complex multi-channel data simply to non-technical audiences.

You are energized by finding the "why" behind data trends.

You see data patterns that others miss.

You enjoy both analyzing data and taking action to improve conversion outcomes.

This isn't for you if:

You prefer working with single data sources vs. integrating multiple systems.

You are more interested in execution than analysis and insight.

You get frustrated when data from different systems doesn't match perfectly.

You want a role focused on strategy vs. data operations and reporting.

Performance Metrics

Data Analysis & Reporting

Accuracy and timeliness of multi-channel performance dashboards

Quality and actionability of insights provided to leadership.

Successful identification of trends and opportunities

Data accuracy across all lead systems

Lead Conversion & Client Success

Lead-to-consultation and lead-to-client conversion rates.

Response time improvements and client engagement metrics

Data completeness and CRM record accuracy

Successful collaboration with attorneys on qualified lead conversion

System Management & Operational Excellence

Lead system uptime and performance tracking.

Successful vendor coordination and issue resolution

Data integration accuracy across platforms

Timely identification of system issues or anomalies

Complete and current process documentation

Quality assurance trend reporting

Successful support for new system implementations

Clear communication of capacity and performance insights

Work Environment

Office-based with potential for hybrid after 90-day onboarding

Monday-Thursday, 8:00 AM - 5:00 PM with 30-minute lunch breaks

Friday, 8:00 AM - 12:00 PM (half-day)

Fast-paced growth environment requires prioritization and adaptability.

Collaborative working with intake team, attorneys, leadership, technology, and vendor teams

Compensation & Benefits

Salary: $70,000 - $85,000 (based on experience and market)

Performance bonuses tied to lead conversion and departmental performance insights.

Medical, dental, vision insurance

401(k) with employer match

Three weeks PTO + 8 holidays off

Professional development budget (analytics certifications, data training)

Company laptop and equipment

Growth path to Data Analytics, Business Operations, or other progressive roles

Our GROW Values

G - Genuine Connection: Build real relationships with clients, intake team, attorneys, and vendors

R - Radical Truth: Present data honestly, even when it shows problems or challenges

O - Ownership: Own insights, data quality, and conversion outcomes without blame or excuses

W - We Listen, You Lead: Listen to what the data tells you; let findings guide recommendations and strategy

Why Join Us?

Impact: Your insights and actions directly influence how we allocate resources, improve performance, and drive revenue growth

Multi-Channel Complexity: Work with diverse lead systems—phone, text, web, email, chat

Data-Driven Culture: Leadership actually uses your dashboards and reports to make decisions.

Growth Stage: Join a firm actively scaling intake operations.

Innovation: We invest in technology and embrace new lead channels

Balance: Friday half-days, reasonable hours—we value efficiency

Autonomy: Own your analysis and conversion support; trusted to surface what matters and take action

How to Apply

Submit resume, cover letter, and work sample to [email protected]. Applications without a cover letter will not be considered.

Cover letter must address:

Your experience working with data from multiple lead sources or systems.

An example of identifying a trend or issue through multi-channel data analysis (including metrics)

How you have used data to improve operational performance, lead conversion, or identify opportunities

Which GROW value resonates most and why

Work sample (choose one):

Multi-channel performance dashboard or report you created.

Analysis comparing different lead sources or channels.

Presentation showing data-driven operational insights.

Process documentation related to lead flow or system integration.

Case study demonstrating how you improved conversion rates or lead quality.

Any work demonstrating your ability to synthesize data from multiple sources.

Include three professional references.

Interview Process

Round 1: Phone screen (30 min) - Data analysis background, cultural fit, and technical skills overview.

Round 2: Video interview (30 min) - Discuss your work sample and approach to multi-channel data analysis.

Round 3: Work sample assessments (completed on your schedule)

Written Analysis: Review sample multi-channel lead data and write a 1–2-page executive summary with findings and recommendations.

Data Analysis Exercise: Analyze lead data from multiple sources (phone, web, text, email), identify trends, create simple visualizations.

Total time: 3-4 hours maximum

Round 4: In-person interview (30 min) - Present your sample work findings, discuss role fit and desired start date.

Equal Opportunity Employer

Taleré Law is an equal opportunity employer committed to diversity and inclusion.

Questions? Contact Monica Gandy, HR Manager at [email protected]

We are excited to meet candidates who love working with multi-channel data, turning complexity into clarity, and driving real conversion results.