




Job Summary: The SDR will be responsible for generating and qualifying opportunities for a law firm, focusing on pre-sales and commercial predictability. Key Highlights: 1. Frontline role in lead generation and qualification 2. Focus on pre-sales and commercial predictability 3. Collaboration with Sales, Customer Support, and Legal teams **1\) Summary Description** The SDR (Sales Development Representative) will serve on the frontline of lead generation and qualification for the law firm, ensuring swift initial contact, understanding of the prospective client’s needs, and proper routing to subsequent funnel stages (scheduling with Closer/Consultant, document screening, and CRM entry). This position emphasizes **pre-sales and qualification**, supporting commercial predictability through disciplined routines, contact cadence, pipeline organization, and achievement of KPIs—all while maintaining ethical conduct and strict adherence to internal policies and privacy regulations (LGPD). **2\) Requirements** **Technical Requirements** * Prior experience as an SDR/BDR, in pre-sales, lead qualification, or consultative customer support (preferably in service industries). * Experience managing contact cadences (phone, WhatsApp, and email), follow-ups, and calendar management. * Proficiency in CRM platforms (HubSpot, Pipedrive, RD Station, Pipefy, or similar): data entry, stage management, activity logging, interaction history, and basic reporting. * Ability to conduct initial diagnostics and qualification (e.g., BANT/SPIN or similar methodology), identifying prospect profile, urgency, context, and fit. Familiarity with sales funnels and handoff processes (SDR → Closer/Customer Support/Operations). * Strong information and initial documentation organization (checklists, forms, attachments, and data verification). * Familiarity with productivity tools (Google Workspace/Microsoft Office; spreadsheets for tracking and goal management). * **Behavioral Requirements** * Clear, concise, and courteous communication, with strong listening and summarization skills. * Disciplined and consistent personality suited to cadence routines, goal attainment, and KPI monitoring. * Organized and detail-oriented (data accuracy, deadlines, record keeping, and pipeline quality). * Resilient and execution-focused, with professional composure when handling high volume, rejections, and strategic pivots. * Ethical, responsible, and committed to safeguarding the firm’s institutional reputation. **3\) Responsibilities** * Initiate first contact with leads (inbound and/or outbound), ensuring prompt response and positive initial experience. * Investigate and understand the prospective client’s needs by applying structured questions for screening and qualification. * Assess alignment with the firm’s target profile and route only viable opportunities to subsequent stages. * Schedule meetings/consultations for responsible team members (Closer/Customer Support/Assigned Attorney), confirming attendance and minimizing no-shows. * Execute contact cadences (calls, WhatsApp messages, and emails), with planned follow-ups and assertive communication. * Log all interactions in the CRM (status, history, next steps, reasons for loss/pause), ensuring funnel governance. * Request and organize initial information/documents as applicable, following established standards and checklists. * Monitor and report pre-sales KPIs (e.g., time-to-first-contact, number of attempts, response rate, meetings scheduled, attendance rate, SQL conversion rate). * Collaborate on improving scripts, messaging, and outreach approaches, proposing data-driven and team-feedback-informed adjustments. * Work closely with Sales, Customer Support, and Legal teams to ensure alignment and high-quality handoffs. Minimum Education: High School Diploma (Secondary Education)


