Sales Development Representative

 Posted 2 hours ago
     
⭐ 2-5 years experience
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AI Summary

The Sales Development Representative will identify, engage, and qualify prospective clients for legal services through outbound outreach and inbound inquiry management. They are responsible for scheduling consultations, maintaining accurate CRM records, and meeting KPIs related to lead conversion and activity.

We are seeking a proactive, results-driven, and highly organized Sales Development Representative to support our clients by identifying, engaging, and qualifying prospective clients for legal services. The ideal candidate will have prior experience working in a law firm or immigration firm, allowing them to confidently communicate with prospective clients, understand legal service offerings, and effectively qualify leads before handing them off to the legal or sales team.

This individual will play a key role in driving client acquisition by conducting outbound outreach, managing inbound inquiries, nurturing prospective clients, and ensuring a seamless transition from initial contact to consultation. A successful SDR is an excellent communicator, highly motivated, empathetic, and thrives in a target-driven environment.

Key Responsibilities

  • Conduct outbound calls, emails, and follow-ups with prospective clients generated through marketing campaigns, referrals, or internal lead sources.

  • Respond promptly to inbound inquiries and assess potential clients' legal needs.

  • Qualify leads based on established criteria and determine suitability for legal consultations.

  • Schedule consultations between qualified prospects and attorneys or legal consultants using CRM and calendar management tools.

  • Build rapport with prospective clients while maintaining professionalism and confidentiality.

  • Maintain accurate records of all interactions, follow-ups, and lead status within the CRM.

  • Consistently follow up with prospective clients to maximize consultation attendance and conversion rates.

  • Collaborate closely with attorneys, intake teams, and marketing to improve lead quality and conversion performance.

  • Meet or exceed KPIs related to outbound activity, qualified leads, booked consultations, and conversion metrics.

  • Provide feedback on lead quality, client objections, and market trends to improve outreach strategies.

Requirements

  • 2+ years of experience as a Sales Development Representative, Intake Specialist, Business Development Representative, or similar client-facing sales role.

  • Previous experience working in a law firm or immigration firm is required.

  • Strong understanding of legal client intake processes and the ability to communicate legal service offerings professionally.

  • Excellent verbal and written English communication skills; bilingual candidates are highly preferred.

  • Proven ability to build rapport, handle objections, and confidently engage prospective clients over the phone.

  • Experience using CRM platforms such as HubSpot, Salesforce, Clio Grow, Zoho, or similar systems.

  • Highly organized with strong time management and follow-up skills.

  • Self-motivated and comfortable working independently in a remote environment.

  • Availability to work in client-designated time zones.

Preferred Qualifications

  • Familiarity with legal intake software and case management platforms such as Clio, Lawmatics, Filevine, or MyCase.

  • Experience with outbound sales tools such as Apollo.io, Lemlist, Instantly, or similar prospecting platforms.

  • Demonstrated success in achieving sales KPIs, including qualified leads, booked consultations, conversion rates, and revenue contribution.

Benefits

  • Fully remote work environment.

  • Opportunity to work with leading law firms and immigration practices.

  • Professional development and career growth opportunities within legal sales and business development.

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