David Rosen Email & Phone Number

Los Angeles, Ca, Us

• Provide comprehensive oversight of all firm operations, including hands-on case management when necessary.• Partner closely with the managing partner to analyze, formulate, and execute a holistic approach to organizational strategies, systems, policies, and procedures.• Spearhead nationwide marketing, business development, and sales initiatives, driving the firm's growth and market presence.• Pioneered the implementation of a streamlined Customer Relationship Management (CRM) system by integratingmultiple platforms, resulting in a 150% improvement in client engagement and operational efficiency.• Develop and manage Key Performance Indicators (KPIs) to assess and improve operational efficiencies, budget expenditures, productivity gains, and service quality, achieving an average increase of a 125% in annual gross profit since joining the firm• Foster a high-performance culture and continuous improvement through strong leadership and active engagement, ensuring a steadfast commitment to delivering exceptional service to team members and clients.

• Developed and managed various company websites, online content, and marketing materials, elevating client relationships to new levels of clarity and efficiency. • Orchestrated and executed a diverse array of marketing strategies, encompassing social media, digital, print, and video campaigns, resulting in successful outcomes for over 50 businesses. • Fostered dynamic collaborations with 50+ companies and their sales teams to increase client engagement across industries such as legal, entertainment, non-profit, sports, and professional services. • Provided strategic marketing and sales counsel to owners, senior management, managers, business development, marketing directors, and sales teams, driving them towards specific revenue targets.

Beverly Hills, California, Us

• Advised managing partner on all financial and business expenditures of the firm; creating an efficient and coherent streamline of communication between the attorneys and office management.• Directed the development and implementation of key systems, processes, and firm policies; leading to improved client interaction.• Spearheaded a remarkable 75% growth of the firm; resulting in personnel, clientele, and office space additions.• Directed all finances, human resources, operations, and marketing and sales of the firm.• Cultivated and oversaw the development of DLG’s presentation at the 2017 Toronto International Film Festival.• Curated and executed a new leadership framework and introduced cutting-edge technologies, positioning DLG as an industry leader and elevated client service.

Houston, Texas, Us

• Managed end-to-end Enterprise client relationships at BCI, overseeing onboarding, implementation, training, and ensuring high adoption rates, ultimately contributing to client retention and satisfaction with a data driven approach.• Served as a trusted advisor, building strategic relationships with BCI Enterprises clients to continually maximize the value and efficiency of our trainings and services.• Utilized Salesforce expertise to optimize outreach and BCI’s sales targets/operations, effectively managing leads, contacts, opportunities, marketing resources, and lead scoring.• Spearheaded national training sessions as a Corporate Facilitator to BCI, empowering teams across the country with the necessary skills and knowledge for success in sales, marketing, negotiations, presentations, customer service, management, and training development.

• Oversaw all Finances, Operations, Sales, and Marketing of the law firm• Penetrated the Federal Defense market through tailoring the marketing and sales to match our clientele base; increasing revenue by $3 million annually• Boosted an additional $1 million in revenue by launching an alliance with a civil law firm• Designed and implemented process-improvement initiative, achieving a $40,000 reduction in monthly operation costs.• Directed and collaborated with 600+ independent contractors• Supported business strategies/objectives by developing and implementing performance-measurement systems to substantially improve integration of quality, operational, and financial clarity• Reduced average contract attorney expenses by 20% through aggressive negotiations• Established project control procedures such as project forecasts and cash flow projections• Ensured revenue growth, business P&L, and operations management• Conducted marketing analysis and incorporated findings by adjusting the placement and spend of the firm’s social media programs• Created company’s first employee manual including training and development procedures, policies, and workplace conduct

• Controlled a $5 million budget and managed a team of 50+ employees in driving process improvements throughout operations of the law firm, case management, billing, commissions, and customer service. • Implemented financial strategies that led to a 20% reduction in operational expenses, resulting in increased profitability. • Spearheaded process improvements across various departments, including case management, billing, commissions, and customer service, resulting in a 25% increase in overall efficiency. • Restructured business marketing and sales methods through implementing a CRM system, resulting in a 150% boost of profits within the first year by streamlining client interactions and improving customer relationship management. • Provided hands-on training, coaching, and mentorship to staff to facilitate the seamless adoption of new programs and policies • Created new revenue streams by harnessing the power of social media platforms, effectively shifting the legal sector towards internet-based client interaction; leading to an 75% revenue increase within my first year.

• Generated a 50% revenue increase within the first 18 months as Director of Client Services, elevating management, and customer satisfaction. • Led a dynamic legal sales team; spearheaded new business development initiatives nationwide to expand market footprint and increase client outreach. • Partnered with 25+ legal professionals to institute a procedure to acquire new high-value clients across the United States. • Bolstered the firm’s industry reputation through marketing and growth strategies, solidifying a position as a dominant player in the legal sector. • Increased client retention rate from 66% to 90% through dedicated account management.

• Restructured the firm's business map, transforming it into a national law practice, resulting in an expanded client base and increased revenue. • Spearheaded budget management for monthly and annual marketing expenditures, optimizing allocation and achieving cost savings. • Managed and coordinated mail, email marketing, and proofreading processes across the entire firm, ensuring consistency and effectiveness. • Implemented demand generation and SEO strategies, increasing online visibility and attracting a substantial number of potential clients. • Created comprehensive marketing strategy documentation, including product marketing briefs, FAQs, and objection handling materials, resulting in a consistent influx of 10+ new clients per month. • Effectively communicated the marketing team's plans and accomplishments to senior management, ensuring alignment with organizational objectives. • Developed and maintained the firm's website using FrontPage, ensuring a user-friendly and up-to-date online presence. • Executed Pay Per Click advertising campaigns through GoTo.com, optimizing client acquisition and lead generation.

Aurora National Life Assurance Company is a California-based insurance company licensed in 46 states and the District of Columbia. Aurora services over 88,000 life policyholders and annuity contract holders.In this role, I was responsible for counseling clients per Life and Annuity requirements and preparing detailed unit reports and logs.I was trusted to process a wide range of complex tasks such as contract negotiations and policy design.

Bachelor'S Degree, Economics

Business