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Sales Team Manager
Sales Team ManagerCarolina Family Estate Planning • Cary, NC, US
Sales Team Manager

Sales Team Manager

Carolina Family Estate Planning • Cary, NC, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Sales Team Manager

Carolina Family Estate Planning (CFEP) is seeking an experienced and people-centered Sales Manager (Client Relations Team Manager) to lead our Client Relations Department.

This department manages intake, sales, and client success-helping prospective clients understand our value-based approach and guiding them through a smooth onboarding process with our legal team.

We're looking for a hands-on leader who is both strategic and empathetic-someone who can coach, inspire, and hold a team accountable while protecting and advancing the positive, integrity-driven culture we've built.

What You'll Do

  • Lead and develop the Client Relations team, including Client Relationship Managers, Welcome Specialists, and Client Success Coordinators.
  • Own the firm's monthly and quarterly sales goals for estate planning, updates, and estate administration.
  • Track, analyze, and report on key performance indicators such as conversion rates, meeting volume, and revenue growth.
  • Collaborate with Marketing and Legal to improve the client experience and ensure consistent, value-based communication.
  • Coach team members through client interactions, provide regular feedback, and personally step into key meetings when needed.
  • Conducting client meetings when needed.
  • Oversee recruiting, training, and onboarding within the department to maintain excellence and continuity.

What Success Looks Like

  • Team members perform with clarity, confidence, and accountability.
  • Prospective clients feel valued, heard, and excited to work with our firm.
  • Sales goals and KPIs are consistently met or exceeded.
  • Client satisfaction remains exceptional, reflected in a Net Promoter Score above 75 and ongoing 5-star reviews.
  • Accurate, timely data and thoughtful reporting support leadership decisions.

    • What We're Looking For

  • 7+ years of demonstrated sales success in professional services or high-value consultative environments.
  • 5+ years of leadership experience managing and developing a team.
  • Skilled communicator with strong emotional intelligence and attention to detail.
  • Comfortable using data and metrics to drive performance.
  • Experienced with CRMs and productivity tools (Lawmatics, Actionstep, Google Workspace, or similar).
  • Committed to proactive problem-solving, teamwork, and continuous improvement.

    • Compensation :

  • Base salary range : $90,000-$110,000 annually (based on experience).
  • Variable compensation based on sales goals and team performance

    • Benefits :

  • Paid holidays and paid time off (PTO)
  • Health insurance (medical, vision, and dental)
  • Life, disability, and long-term care insurance
  • 401K retirement plan with up to 3.5% employer match
  • Ongoing training and professional development

    • Work Schedule :

  • Typical hours : Monday through Friday, 8 : 30 AM to 5 : 00 PM
  • Occasional evenings for seminars or client events
  • In-person in-office role with some flexibility for hybrid.

    • About Us :

    Carolina Family Estate Planning is one of the fastest-growing law firms in the country. We empower individuals and families through compassionate, customized estate planning and elder law services. Our team thrives on collaboration, accountability, innovation, and a shared mission of helping clients live better lives by securing their futures.

    At Carolina Family Estate Planning, we are committed to placing the right people in the right roles. As part of our hiring process, candidates for this position will be asked to complete a brief assessment through Predictive Index. You will receive an email with a link to the assessment shortly after submitting your application. Completion of this assessment is required to move forward in the selection process.

    If you do not receive the email within 24 hours of applying, please check your spam or promotions folder. If it is still missing, feel free to contact us at HR@carolinafep.com.

    How to Apply :

  • Upload your resume through this portal
  • You will receive an email with a brief Predictive Index (PI) assessment. Please complete it within 24 hours.
  • We will review your application and contact you regarding the next steps.
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