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.
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