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Account Executive, Client Intake

Company

Insight Global

Location

Bellevue, WA

Posted

July 01, 2026

Position Overview

Job Description
As an Account Executive, Client Intake, you are the person who turns interest into commitment. You will own the pipeline from first contact to signed engagement agreement. You will guide prospective clients through our evaluation process, connecting them with our legal team, coordinating attorney consultations, and closing the deal with confidence and care.

This is not a cold-calling role. You will be working with warm leads: people who have already raised their hand. Your job is to move them forward, build trust quickly, and make sure every serious prospect becomes a client.

WHAT YOU WILL DO:
• Follow up swiftly and strategically with inbound leads across email, phone, and messaging platforms
• Conduct discovery conversations to understand each prospect's background, goals, and visa eligibility
• Connect prospects with our internal team for case evaluation and communicate outcomes clearly
• Schedule and prepare clients for consultations...

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