BDC Sales Representative (Legal Sales)

The United Firm • Austin, TX

1d • Onsite

About The Position

The BDC Sales Representative (Legal Sales) is based in the Austin office and serves as the first point of contact for prospective clients. The role screens leads, gathers case details so the firm can determine whether to retain a case, and handles a large volume of incoming client calls. The position calls for a business-development-oriented candidate with strong customer service skills who can work effectively with people. The candidate must be able to commute to the Austin office and work weekends.

The representative monitors and follows up on potential client inquiries, conducts empathetic intake interviews, schedules appointments, and supports attorneys through the initial consultation and case-opening process. The role also includes administrative work such as maintaining logs and databases, writing emails, transcribing notes, researching legal documents, faxing, copying, and creating spreadsheets. Sales experience without legal experience is welcome.

Requirements

• Full proficiency in English and Spanish.
• At least 3 years of sales experience.
• Strong background with performance-based metrics.
• Resourcefulness and motivation to solve issues as they arise.
• Strong attention to detail.
• Proven ability to meet goals and deadlines.
• Ability to work weekends.
• Ability to commute to the Austin office.
• Sales experience without legal experience is welcome.

Nice To Haves

• Customer service experience.
• Case management software experience.

Responsibilities

• Screen telephone calls before scheduling an attorney-client consultation.
• Monitor potential new client inquiries from email, internet, phone, and referrals.
• Contact potential clients promptly and establish a relationship with them.
• Update logs and reporting systems to reflect the status of potential new clients.
• Conduct potential new client interviews with empathy and compassion.
• Schedule appointments for potential clients.
• Take accurate notes during initial attorney-client consultations.
• Collaborate with 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.
• Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets, including complex spreadsheets.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Attractive compensation package
• Paid parking
• Paid time off
• Opportunity to advance a career while learning alongside legal-industry professionals

What This Job Offers

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