- – Review intake forms and create file opening memos for new cases.
- – Manage medical, liability, and employment documentation requests efficiently.
- – Communicate professionally with clients, witnesses, and opposing counsel daily.
- – Respond to inquiries and guide applicants through the admissions process.
- – Conduct interviews and manage intake paperwork with a trauma-informed approach.
- – Prepare course documents and maintain accurate records for timely reporting.
- – Drive new business development with a consultative sales approach for SMBs.
- – Manage end-to-end sales cycle: prospect, pitch, demo, present, and close deals.
- – Utilize Salesforce CRM to maintain accurate customer data and sales pipeline.