Team Lead
Current• Team Leadership: Provide mentorship and instruction to team members, fostering professional development and enhancing team collaboration.• Client Relations: Serve as the primary billing contact, ensuring prompt resolution of client inquiries and maintaining long-term client relationships.• Case Management: Monitor case progress to ensure timely closure, manage task assignments, and oversee the proper disbursement of client trust funds.• Clio CRM Management: Ensure accurate and up-to-date client data in Clio, generate billing reports, and train staff on CRM best practices to optimize efficiency.Financial Oversight: Manage billing processes, client trust accounts, and financial reporting, ensuring compliance with legal standards through Clio and QuickBooks.• Strategic Planning & Process Improvement: Collaborate with senior leadership to develop and execute strategic objectives, focusing on workflow optimization and operational efficiency.• Resource & Vendor Management: Oversee access to necessary tools and resources, manage administrative tasks, and coordinate vendor onboarding for improved productivity.• Client Liaison for Financial Communications: Acted as the primary liaison between clients and internal teams on billing and accounts inquiries, ensuring accurate and efficient payment processing.• Billing & Accounts Payable/Receivable Oversight: Streamlined communication and resolved client issues promptly, leading to a 21% improvement in payment timeliness over a period of 6 months• Process Improvement: Developed communication protocols that improved clarity and efficiency, enhancing client satisfaction and internal workflow.