Source Job

• Conduct inbound and outbound calls to prospective clients, perform intake, and build rapport.
• Close deals by guiding qualified leads through consultations and handling objections.
• Maintain accurate records, follow up persistently, and meet performance targets.

We are a growing U.S.-based family law firm. We focus on providing personalized legal services to clients in stressful situations. Our team is performance-driven and sales-focused, with a supportive environment.

• Act as the first point of contact, guiding prospective clients through the intake process with empathy and professionalism.
• Conduct initial intake calls, collect detailed client information, and maintain accurate records and retention metrics.
• Support the Client Intake Manager with reporting, track non-retaining prospects, and ensure consistent communication following firm guidelines.

Job Duck connects ambitious individuals with remote job opportunities at US-based companies, fostering career growth and cultural diversity. As a lifestyle company, it prioritizes employee well-being and has earned the Great Place to Work Certification annually since 2022.

• Conduct client consultations and explain procedural requirements for U-Certs and other visa filings.
• Prepare and file petitions and supporting documents, ensuring compliance with immigration laws.
• Manage case files, track deadlines, and communicate with clients and agencies throughout the immigration process.

The United Firm | La Liga Defensora, APC is an immigration law firm providing legal representation and case management services across a variety of immigrant and non-immigrant visa matters. The firm maintains a supportive, inclusive work environment that prioritizes career development and professional growth.

• Advise existing customers and identify cross- and upselling opportunities to expand the sales network.
• Conduct customer meetings and presentations, and collaborate with product management to improve solutions.
• Manage pipeline and CRM (MS Dynamics), create offers, and build efficient internal structures.

stp.one simplifies legal work with AI-driven legal tech solutions for legal professionals. The company values diversity and collaboration across multiple locations, with a culture of purpose, creativity, and passion.

• Conduct proactive one-on-one outreach to community members via phone, text, and email to guide them through an award-qualification process.
• Maintain accurate CRM records in Close.io, including call logs, status updates, and follow-up activities.
• Complete required documentation, reference forms, and supporting administrative tasks to ensure member recognition.

20four7VA provides offshore independent contractors to deliver remote services to clients worldwide, focusing on developed markets. The company offers various open roles, free training, and a vibrant support community for its contractors.

• Conduct proactive outbound outreach to members via phone, text, and email.
• Maintain accurate CRM records of member interactions and qualification statuses.
• Follow structured scripts and processes while building rapport and encouraging member participation.

This company supports a large member community through personalized outreach and award qualification activities. It offers a fully remote, independent contractor opportunity with a supportive professional community.

• Manage a dedicated portfolio of large business law firms as Key Account Manager in B2B Legal Tech.
• Analyze market trends, generate and close sales opportunities for SaaS and platform software.
• Build C-level client relationships, advise on digitalization, and expand network via events and MQLs.

Septeo is a European legal tech company that simplifies legal work with innovative software and AI-driven solutions. They foster a diverse and supportive culture where every employee has a voice and drives innovation across Europe.

• Drive awareness and schedule onboarding demos with prospective employer groups via high-volume outbound calling.
• Coordinate with implementation, account management, and customer success teams to ensure seamless client setup and portal administration.
• Maintain accurate tracking in Salesforce and support existing customers with technical integrations and bulk uploads.

Mitratech builds world-class software that simplifies operations in Legal, Risk, Compliance, and HR functions. With 20,000 client companies including 30% of the Fortune 500, the company values a diverse, inclusive culture and entrepreneurial spirit.

• Manage 500+ hot leads daily across Facebook, Instagram, WhatsApp, and Telegram to drive conversions.
• Build trust with users and guide them through registration, verification, and onboarding flows.
• Optimize the onboarding journey to improve conversion rates and reduce drop-offs.

SKELAR is a company supporting global expansion by acquiring and managing high-quality users for its projects. The environment is fast-paced and target-driven, with a focus on conversion, performance, and independent work.

• Serve as the first point of contact for prospective clients, delivering empathetic intake support and accurate messages.
• Manage phone coverage, scheduling, and client follow-up using Clio, Clio Grow, and VoIP systems.
• Grow from administrative support into broader operational responsibilities like lead qualification and client care.

Commonwealth Life & Legacy Counsel is a Virginia estate planning law firm offering elder law, fiduciary litigation, and special needs planning. It is family-oriented and committed to authenticity, reliability, and competence.

• Serve as a critical link between Expert Institute and attorney-clients, conducting case intake and developing expert witness search strategies.
• Manage end-to-end client engagements, ensuring timely delivery and high-quality results while building strong relationships.
• Apply strong analytical and communication skills in a fast-paced, technology-driven environment, with a focus on legal analysis and client service.

Expert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase profitability. Established in 2010, the company has supported over 5,000 firms nationwide and offers a SaaS platform, Expert iQ, with proprietary data and analytics.

• Serve as the first point of contact for members seeking legal assistance, conducting comprehensive legal intake interviews and assessing service needs.
• Coordinate case referrals, attorney consultations, and communications between members and provider law firms while maintaining accurate documentation.
• Deliver compassionate, professional service in a regulated environment, meeting performance metrics for quality, productivity, and member satisfaction.

LegalShield provides affordable access to legal and identity protection services, connecting members with provider law firms through its platform. As part of PPLSI, the world's largest legal and identity management platform, it serves over 4.4 million people and more than 140,000 businesses.

• Manage an average caseload of 80 to 120 personal injury cases from intake through resolution.
• Coordinate with clients, medical providers, insurance carriers, and attorneys to ensure timely case progression.
• Maintain accurate case documentation and ensure compliance with firm procedures.

The Ward Law Group is a personal injury law firm dedicated to helping injured clients. Recognized as a Best Place to Work, they foster a collaborative, innovative, and high-accountability culture.

• Serve as the primary point of contact for callers with a warm, professional presence.
• Manage scheduling, gather client information, and route calls to the right teams.
• Work fully remotely using RingCentral, Google Workspace, and client management platforms.

The company provides professional client support and administrative services through a fully remote team. It fosters a collaborative, distributed culture focused on warm communication and long-term career growth.

• Assist paralegals with claims processes, including initiating and following up on insurance claims.
• Generate and manage documents via the CRM, ensuring compliance with firm protocols.
• Communicate effectively in English and Spanish, handling correspondence with clients and insurance companies.

Panchenko Law Firm, PLLC is a respected legal institution specializing in personal injury and wrongful death cases, based in Charlotte, NC. The firm has a robust reputation for client-centered advocacy and strategic expertise, with a team dedicated to guiding clients through complex legal matters.

• Serve as the first point of contact for members, handling inbound and outbound calls, texts, and emails.
• Create, update, and manage customer cases accurately while following compliance and process requirements.
• Provide empathetic, professional support in both English and Spanish to ensure positive customer experiences.

Five Star Solutions provides customer service and support solutions, serving as the first point of contact for members and clients. The company values diversity and is committed to cultivating a professional, diverse workforce by hiring the best people available.