- – 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.
- – Build strong customer relationships to identify their connectivity needs.
- – Achieve sales targets by promoting products and services effectively.
- – Stay updated on new technologies to enhance customer experience and support.
- – Partner with teams to translate business questions into financial insights.
- – Build and maintain financial models for revenue, retention, and performance analysis.
- – Lead monthly forecasting processes and prepare investor-ready financial reports.