Sales Paralegal

Alonso & Alonso Attorneys at Law, PLLC•McAllen, TX

36d•Remote

About The Position

This is a full-time contractor role focused on sales and client engagement within a fast-paced startup environment. The Sales Paralegal will manage the sales cycle, build client relationships, and ensure client satisfaction. This role requires excellent communication, negotiation, and organizational skills, with a proven track record in sales. The position is remote and requires adherence to strict non-attorney role limitations, with mandatory escalation of legal questions to licensed attorneys.

Requirements

Proven sales track record is required.
A high school diploma or equivalent is required for this position.
Prior experience in customer service or sales support is needed.
Proficiency in basic computer skills and office software (e.g., Microsoft Office suite).
Excellent communication skills and a professional demeanor when interacting with clients.
Computer: Intel i5 (8th Gen+) or AMD Ryzen 5 (3000+), or Mac M1+. Min. 8 GB RAM, 256 GB SSD.
OS: Windows 11 or macOS.
Monitors: Two screens required.
Headset: USB wired or wireless.
Internet: Wired connection, at least 20 Mbps.
Maintain an average monthly QA score of 85% or higher on evaluated inbound/outbound calls, measured via CRM scorecards to ensure script adherence, professional communication, and strict compliance with non-attorney/UPL boundaries.
Convert at least 40% of all qualified, assigned leads into booked attorney consultations each month, measured in the CRM to drive sales pipeline performance and target goals.
Maintain a monthly DNQ rate of 12% or lower, tracked through CRM disposition logging to ensure accurate lead screening, prevent premature lead rejections, and enforce proper attorney escalations.
This position is not an attorney role. The individual hired for this position is not licensed to practice law and may not provide legal advice or legal representation under any circumstances.
The employee must strictly adhere to the following limitations and escalate matters to a licensed attorney when appropriate.
Under no circumstances may non-attorney staff provide legal advice or legal opinions, interpret immigration laws, regulations, or policies for clients, advise a client on which immigration benefit, strategy, or form to pursue, advise whether a client qualifies for any immigration benefit, assess eligibility, admissibility, or risk, recommend legal strategies or outcomes, advise on consequences of criminal history, prior immigration violations, or prior denials, sign legal filings on behalf of the firm unless specifically authorized for ministerial purposes, represent clients before USCIS, EOIR, DHS, DOL, or any court, communicate legal analysis to clients, negotiate with government agencies on legal matters, answer legal questions, even if the staff member believes they know the answer, translate or explain legal advice independently of an attorney.
Unauthorized practice of law (UPL) is strictly prohibited. Violation of these limitations may result in disciplinary action, up to and including termination of employment.
All non‑attorney staff are required to acknowledge in writing that they understand and agree to comply with these restrictions as a condition of employment.

Nice To Haves

Additional education in customer service, sales, or a related field can be beneficial.

Responsibilities

Understanding clients' needs, building rapport, recommending appropriate products or services, and conducting presentations.
Managing the sales cycle from lead receipt to closure, including following up on leads, negotiating terms, and closing contracts.
Cultivating strong relationships with clients that ensures strong support, satisfaction, repeat business, and referrals.
Maintaining accurate records of sales activities and customer interactions in CRM software.
Effectively prioritizing tasks to meet deadlines and manage multiple client interactions within a fast-paced environment.
Adapting to a dynamic work schedule that may include occasional evenings, weekends, or travel to accommodate client needs or attend events.
Maintaining strong client relationships to ensure future sales.
Provide administrative and clerical support.
Communicate factual case status updates as directed by an attorney.
Collect documents and information from clients.
Assist in drafting forms and documents under attorney supervision.
Relay attorney-approved information to clients.
Schedule appointments and manage case files.
Provide government filing instructions that are procedural in nature (e.g., where to mail documents, required supporting documents as directed by an attorney).
Immediately escalate the matter to a licensed attorney if a client asks any legal question, asks whether they “qualify” or “should apply,” asks about risks, timelines with legal implications, or likelihood of success, the case involves criminal history, prior removal, unlawful presence, fraud/misrepresentation, prior denials, or complex facts, a client requests interpretation of a Request for Evidence (RFE), Notice of Intent to Deny (NOID), or other government notice, a client expresses confusion about legal advice previously given, or any situation arises where the staff member is unsure whether the response would constitute legal advice.