Essential Responsibilities and Duties
Client Engagement: Understanding clients' needs, building rapport, recommending appropriate products or services, and conducting presentations.
Sales Process Management: Managing the sales cycle from lead receipt to closure, including following up on leads, negotiating terms, and closing contracts.
Relationship Building: Cultivating strong relationships with clients that ensure strong support, satisfaction, repeat business, and referrals.
Sales Reporting: Maintaining accurate records of sales activities and customer interactions in CRM software.
Time Management: Effectively prioritizing tasks to meet deadlines and manage multiple client interactions within a fast-paced environment.
Schedule Flexibility: Adapting to a dynamic work schedule that may include occasional evenings, weekends, or travel to accommodate client needs or attend events.
Maintaining strong client relationships to ensure future sales.
Highly motivated and target-driven, with a proven track record in sales.
Excellent presenting, negotiation, and communication skills.
Prioritizing, time management, and organizational skills.
The ability to connect with clients and empathize with them regarding difficult circumstances.
Willingness to travel as needed or attend company events.
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Required Qualifications
Proven sales track record is required.
A high school diploma or equivalent is required for this position.
Additional education in customer service, sales, or a related field can be beneficial.
Prior experience in customer service or sales support is needed.
Proficiency in basic computer skills and office software (e.g., Microsoft Office suite).
Excellent communication skills and a professional demeanor when interacting with clients.
Technical Requirements
Computer: Intel i5 (8th Gen+) or AMD Ryzen 5 (3000+), or Mac M1+. Min. 8 GB RAM, 256 GB SSD.
OS: Windows 11 or macOS.
Monitors: Two screens required.
Headset: USB wired or wireless.
Internet: Wired connection, at least 20 Mbps.
Key Performance Indicators
Quality Assurance (QA) Score ( greater than or equal to 85% Monthly): Maintain an average monthly QA score of 85% or higher on evaluated inbound/outbound calls, measured via CRM scorecards to ensure script adherence, professional communication, and strict compliance with non-attorney/UPL boundaries.
Gross Conversion Rate ( greater than or equal to 40% Monthly): Convert at least 40% of all qualified, assigned leads into booked attorney consultations each month, measured in the CRM to drive sales pipeline performance and target goals.
Does Not Qualify (DNQ) Rate ( greater than or equal to 12% Monthly): Maintain a monthly DNQ rate of 12% or lower, tracked through CRM disposition logging to ensure accurate lead screening, prevent premature lead rejections, and enforce proper attorney escalations.
Work Environment
Full-Time Contractor
Remote work
Collaborative, mission-driven culture with a fast-paced startup dynamic.
Salary and Benefits
Salary Rate:DOE
Benefits:Â
Paid Time Off
Mental Health Days
Application Process
You may apply to our career page: https://alonsoandalonsolaw.wd503.myworkdayjobs.com/Alonso
Physical Demands:
The team member is regularly required to stand, walk, and use their hands to perform tasks. Some lifting of files (up to 10 pounds) may be necessary.
Equal Opportunity Employment Statement
Alonso & Alonso attorneys at law is an equal opportunity employer and is committed to building a diverse and inclusive organization. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, or any other protected characteristic.
Non‑Attorney Role Disclosure & Limitations of Duties
This position is not an attorney role. The individual hired for this position is not licensed to practice law and may not provide legal advice or legal representation under any circumstances.
The employee must strictly adhere to the following limitations and escalate matters to a licensed attorney when appropriate.
Non‑Attorney Staff MAY:
Provide administrative and clerical support.
Communicate factual case status updates as directed by an attorney.
Collect documents and information from clients.
Assist in drafting forms and documents under attorney supervision.
Relay attorney-approved information to clients.
Schedule appointments and manage case files.
Provide government filing instructions that are procedural in nature (e.g., where to mail documents, required supporting documents as directed by an attorney).
Non‑Attorney Staff MAY NOT:
Under no circumstances may non‑attorney staff:
Provide legal advice or legal opinions.
Interpret immigration laws, regulations, or policies for clients.
Advise a client on which immigration benefit, strategy, or form to pursue.
Advise whether a client qualifies for any immigration benefit.
Assess eligibility, admissibility, or risk.
Recommend legal strategies or outcomes.
Advise on consequences of criminal history, prior immigration violations, or prior denials.
Sign legal filings on behalf of the firm unless specifically authorized for ministerial purposes.
Represent clients before USCIS, EOIR, DHS, DOL, or any court.
Communicate legal analysis to clients.
Negotiate with government agencies on legal matters.
Answer legal questions, even if the staff member believes they know the answer.
Translate or explain legal advice independently of an attorney.
Mandatory Escalation to Attorney
The employee must immediately escalate the matter to a licensed attorney if:
A client asks any legal question.
A client asks whether they “qualify” or “should apply.”
A client asks about risks, timelines with legal implications, or likelihood of success.
A case involves criminal history, prior removal, unlawful presence, fraud/misrepresentation, prior denials, or complex facts.
A client requests interpretation of a Request for Evidence (RFE), Notice of Intent to Deny (NOID), or other government notice.
A client expresses confusion about legal advice previously given.
Any situation arises where the staff member is unsure whether the response would constitute legal advice.
When in doubt, escalate to an attorney.
Compliance Statement
Unauthorized practice of law (UPL) is strictly prohibited. Violation of these limitations may result in disciplinary action, up to and including termination of employment.
All non‑attorney staff are required to acknowledge in writing that they understand and agree to comply with these restrictions as a condition of employment.
Acknowledgment Signatures
This clause confirms that the team member acknowledges and understands the duties and responsibilities outlined in their job description at Alonso & Alonso. The team member agrees to fulfill these responsibilities to the best of their abilities in accordance with company policies and procedures. Any queries regarding the job description can be directed to their supervisor or the human resources department for clarification.
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