- – 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.
- – 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.
- – Generate and manage leads while building strong client relationships.
- – Consult with clients to assess needs and recommend tailored solutions.
- – Present proposals and guide clients through the sales process to close deals.