Bdc Representative (legal Sales) - Client Intake Specialist

The United Firm | La Liga Defensora, APC

Dallas, TX, United States
On-site
Screening potential client calls
Obtaining case details
Business development orientation
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

Job Summary

  • 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.
  • Responsibilities include screening telephone calls, monitoring potential new client inquiries, conducting interviews with empathy, and scheduling appointments for potential clients.
  • The company offers medical, dental, and vision insurance, a 401(k) plan, catered lunches, complimentary parking, and paid time off.

Matching Summary

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.

Skills & Requirements

Must-have

  • Screening potential client calls
  • Obtaining case details
  • Business development orientation
  • Handle large volume of calls
  • Monitor client inquiries
  • Update logs and reporting systems

Nice-to-have

  • Genuine empathy and compassion
  • Collaborate with attorneys
  • Assist with administrative tasks
  • Resourceful and motivated
  • Inclusive, open, and diverse work environment

Key Requirements

  • Minimum 3 years of sales experience
  • Bilingual (English/Spanish) full proficiency
  • Work some weekends
  • Case Management software experience a plus
  • Strong background with performance-based metrics

Work Rights

Not specified

Tailored Resume

Cover Letter