Client Intake Specialist (Sales)

The Matian Firm is looking for a BDC Representative for Legal Sales. In this role one is responsible for handling inbound clientele service requests, such as appointment setting, case vetting, and general questions. The BDC Representative for Legal Sales is also responsible for screening potential client calls in order to determine if The Matian Firm can represent a prospect’s case and assisting our legal team with initiating new client cases. We help represent the Spanish speaking population, thus fluent bilingualism in Spanish is required.

Responsibilities include:

• Handling inbound phone calls, setting appointments, and screening prospective clients before scheduling an attorney-client consultation
• Track and monitor potential new client inquiries and leads (email, internal, and phone referrals)
• Assists with answering customer inquiries and problems by routing customer to the proper contact and/or department
• Accurately log client information in our software database system
• Assist attorneys with administrative tasks related to opening new cases and maintaining databases
• Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets.
• Carry out prospective client interviews/interactions with genuine empathy and compassion
• Strict business dress code and punctuality standards

Those with BDC sales, metric based, and/or KPI based work experience are strongly encouraged to apply.

Qualifications:

• Must be bilingual (English/Spanish) with written and verbal proficiency
• At least 2 years of experience doing intake, preferably in the legal field preferred but not required.
• Case Management software experience is a major plus
• Great interpersonal skills, extending patience when working with individuals and proactivity when issues arise.
• Ability to maintain several responsibilities at once and time-management skills, prioritizing high and low level demands adequately
• Excellent customer service attitude in fast-paced environments
• ALL SALES EXPERIENCE (EVEN WITH NO LEGAL EXPERIENCE) ENCOURAGED TO APPLY.

Pay Range: Junior ($19-$25/hr) Senior ($25-$28/hr)

Pay range is subject to change based on experience on a case-by-case basis.

Here at the Matian Firm, we offer medical, dental, and vision insurance. We have a great compensation package including a 401(k) plan. Some perks include catered lunches, complimentary parking, paid time off, and more! Come be apart of our growing firm and its opportunities for your career development. You will learn and develop alongside a team of professionals who aim to excel in the legal industry. Apply now!

The Matian Firm, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.