BDC Representative (Legal Sales) - Client Intake Specialist

The United Firm • Dallas, TX

2d

About The Position

Our Dallas office is looking to hire an experienced BDC - Legal Sales, Client Intake Specialist with a desire to grow within the legal industry. The BDC Intake Specialist will be the first point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case should be retained. This position must be staffed by an individual who is business development oriented and works well with people. We ask that you have a strong customer service background and possess the ability to screen potential client calls. You will ensure operational excellence and handle a large volume of incoming client calls. The ideal candidate will be able to work some weekends and be able to commute to our San Jose office as is required for this role.

Requirements

• Bilingual (English/Spanish) with full proficiency
• Minimum 3 years of sales experience required, customer service experience a major plus
• Strong background with performance-based metrics
• Case Management software experience is a major plus
• Resourceful and motivated to solve issues as they arise
• Strong attention to detail
• Proven track record to meet goals and deadlines
• Must be able to work weekends
• ALL SALES EXPERIENCE WITH NO LEGAL EXPERIENCE ENCOURAGED TO APPLY

Responsibilities

• Screen telephone calls before scheduling an attorney-client consultation
• Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
• Immediately contact every potential client and establish relationship with client
• Update logs and reporting systems to reflect status of all potential new clients
• Conduct potential new client interviews with genuine empathy and compassion
• Schedule appointments for potential clients
• Take accurate notes during the attorney-client initial consultation
• Collaborate with our attorneys to complete the initial consultation process
• Assist attorneys with administrative tasks related to opening new cases and maintaining databases
• Follow instructions from the supervising attorney and perform accordingly
• Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets)

Benefits

• medical
• dental
• vision insurance
• 401(k) plan
• catered lunches
• complimentary parking
• paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed