Marketing & Intake Coordinator

About the Role

The Marketing & Intake Coordinator supports the firm’s client acquisition funnel end‑to‑end, with a balanced focus on marketing campaign coordination (50%) and intake support and conversion (50%). This role ensures that marketing efforts translate into timely intake engagement, accurate data, and signed clients.

The position serves as a cross‑functional connector between marketing, intake, vendors, and operations—supporting campaign execution, intake follow‑through, data analysis, and workflow coordination. This role recognizes that intake is a sales‑critical function in a personal injury law firm, while also requiring strong operational discipline and systems fluency.

Key Responsibilities

Marketing Campaign & Funnel Coordination

Coordinate marketing campaigns across digital, referral, and paid channels, including Google Local Services Ads (LSA)

Support communication and collaboration between marketing vendors, intake teams, and operations

Track campaign timelines, deliverables, and dependencies

Ensure campaigns are properly tagged and tracked for attribution across systems

Monitor lead flow and intake outcomes tied to campaigns to assess effectiveness

Support refinement of campaigns using intake and conversion data

Assist with tracking marketing spend and budget pacing

Intake Support, Conversion & Client Engagement

Support intake coverage by engaging with inbound leads as needed

Ability to sell the firm to potential clients through clear, confident, and compassionate communication

Convert inbound leads into signed clients by guiding prospects through the intake and engagement process

Meet or exceed conversion targets related to intake performance

Conduct warm follow‑ups to prevent lead leakage and delayed responses

Reinforce the firm’s value proposition and next steps with prospective clients

Recognize intake as a sales‑critical function and support timely response standards

Data Analysis, Reporting & Attribution

Review intake and lead data for accuracy, completeness, and consistency

Analyze lead quality, conversion rates, disqualification reasons, and drop‑off points

Audit call tracking and form submissions (CallRail) for correct source attribution

Maintain dashboards and reports related to:

Lead sources and attribution

Intake outcomes and conversion

Campaign and channel performance

Prepare summaries and insights for leadership

Systems, Workflow & Automation Coordination

Support intake and marketing workflows across systems including:

CallRail

Litify (Salesforce‑based CRM)

Forms, automation, and marketing platforms

Assist with workflow and automation testing, validation, and documentation

Coordinate system changes with operations, IT, and vendors

Ensure workflows support compliance, intake quality, and scalability

Operations & Project Coordination

Partner closely with the Director of Operations to support:

Funnel refinement and workflow improvements

Team needs and capacity considerations

Information and reporting infrastructure

Use project management skills to connect teams and move initiatives forward

Track action items and follow‑through across departments

Systems & Tools

CallRail

Litify (Salesforce‑based CRM)

Google Business Profile

Data analysis and reporting tools

Firm‑approved marketing, intake, and automation platforms

Experience & Qualifications

3–5 years of experience in marketing, intake, data analysis, campaign coordination, or related operational roles

Experience supporting marketing campaigns, intake workflows, and/or lead conversion

Inside sales / lead conversion experience preferred

Comfort working across systems, dashboards, and CRMs

Strong communication skills and ability to build trust with prospective clients

Strong organizational and coordination skills

Education

Bachelor’s degree in business, Marketing, Communications, or a related field

What This Role Is Not

Not a pure sales‑only intake role

Not a creative marketing or design role

Not a people‑management position

Why This Role Matters

Marketing generates demand. Intake converts it.
This role ensures the firm’s marketing investment turns into qualified, signed clients by strengthening coordination, response, data clarity, and workflow execution across the funnel.