Operations Specialist
CurrentDeveloped and prepared regular reports on key business metrics within the firm, including KPI updates and standardized business reporting for leadership.Owned the development, implementation, and management of the firm’s client management workflows and billing and collections process, including forming and standardizing policies around the organization’s client management workflows and CRMs.Performed root cause analysis on exploratory problems within the organization in order to discern the firm’s operational needs. Based on this analysis, implemented solutions that tracked and improved operational and financial KPIs across the organization. Built workflows, automations, documentation, and training involving Google Suites, Microsoft Office, Cosmolex (CRM), Monday.com, LawPay, Calendly, Zappier, Dropbox, Adobe Digital Contracts, ConvertKit, LastPass, Survicate, VideoAsk, and more that helped the whole team move from a lack of using the systems at all to a 100% team adoption.