Intake Coordinator
Current• Spearheaded a comprehensive overhaul of the intake process at a growing law firm, resulting in a 60% expansion of the client base• Demonstrates exemplary leadership by supervising and training a team of 3 staff members, fostering a customer-centric approach throughout the entire intake process• Oversees the running of the case management and CRM software, ensuring accurate data entry, real-time status tracking of new calls, and the generation of monthly reports• Applies data analysis expertise to deliver precise insights into the effectiveness of current procedures and marketing strategies• Leverages accounting and administrative acumen to handle various responsibilities, including invoice submission and payment, deposit processing, QuickBooks report generation, and credit card reconciliations