Tasked to identify client needs, build rapport through knowledge of service offerings, and pitch tailored solutions. Fostered relationships through transparency and a consultative approach resulting in consistent repeat business.

Utilized cold outreach over email and phone to generate $XX,XXX in revenue. Expertise in conducting due diligence to prepare preliminary notices for Mechanics Liens, and supporting payment recovery for project stakeholders.

Managed over 400 client accounts via phone and email communication to maintain high satisfaction. Handled day-to-day bookkeeping, financial records, and policy updates while onboarding 80+ new clients.