Jose Orozco Email & Phone Number

Irvine, California, United States

Create and edit documents for internal stakeholders to ensure quality copy, brand consistency, and appropriate tone prior to distribution to internal and external audiences. Create and edit advertisements for industry events and journals such as the American Bankruptcy Institute Journal and National Association of Bankruptcy Judges. Use industry data to create charts for monthly reports to company stakeholders and for quarterly Executive and Board of Directors meetings. Research and compile industry news for weekly distribution to key company stakeholders. Ensure company website is always updated and accurate with the latest information for current cases, terms and conditions, new employee pages and other pages as needed. Create and edit presentations used for Continuing Legal Education (CLE) courses hosted by Stretto.Facilitate the CLE course approval process by working with government entities in each state (e.g. Bar Association, MCLE board).Prepare and distribute required certificates to attorneys in a timely manner, ensuring exact accuracy for credits to be awarded. Ship promotional items to clients and internal marketing and sales staff for promotional use at events and client visits. Maintain inventory of promotional stock and work with suppliers to replenish stock and direct ship to events.

Irvine, California, United States

• Compile data to help sort/organize into a meaningful format and work with key stakeholders and leadership team members to verify and confirm the integrity of the data and reports.• Provide higher quality business intelligence to Business Development and Marketing teams by addressing duplicates and errors in over 24k client records.• Document standards for how new data is entered and maintained in the Salesforce CRM system to maintain a high-level of data quality.• Contribute to an improvement in overall performance and efficiency of affected teams through increasing data integrity.• Support enterprise initiatives to integrate the CRM (Salesforce) with marketing automation software (Pardot).• Provide weekly status reporting to key stakeholders.