Unitedfirm

Unitedfirm

BDC Representative (Legal Sales) - Client Intake Specialist

Dallas, TX

Sponsorship not specifiedDetected 106 days ago
SalesBusiness DevelopmentExcelCustomer SupportResearch

About the role

  • 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.
  • Some perks include catered lunches, complimentary parking, paid time off, and more!

Responsibilities

  • Collaborate with our attorneys to complete the initial consultation process
  • 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)

Requirements

  • Bilingual (English/Spanish) with full proficiency
  • Proven track record to meet goals and deadlines
  • Must be able to work weekends*
  • Strong background with performance-based metrics
  • Resourceful and motivated to solve issues as they arise
  • Strong attention to detail
  • ALL SALES EXPERIENCE WITH NO LEGAL EXPERIENCE ENCOURAGED TO APPLY.

Nice to have

  • Minimum 3 years of sales experience required, customer service experience a major plus
  • Case Management software experience is a major plus

Compensation

  • We have a great compensation package including a 401(k) plan.

This listing is sourced directly from Unitedfirm's careers page and normalized into a canonical job model.