Michael Sar Email & Phone Number

Austin, Texas, Us

- Assist clients through phone and/or email inquiries, guiding them through the process using the ZenBusiness Methodology. Be a trusted advisor and a problem solver.- Inform and Close: Provide customers and prospects with comprehensive information about ZenBusiness products and services. Utilize effective techniques to close and exceed targets.- Pipeline Management: Maintain an engaged pipeline with prospective clients by setting future check-in appointments and followups. - Professionalism: Maintain a high level of professionalism in all interactions with potential clients. - Data Management: Update and maintain accurate customer information within Salesforce during and after each customer contact. Ensure that all client records are up-to-date and complete.- Product Knowledge: Stay updated on ZenBusiness products and services, as well as industry trends.

Leander, Texas, Us

-Prospect inbound leads-Work with interested clients to find a solution to help protect money, and investment portfolios.-Stay organized by tracking activity in CRM-One on one interactions with clients, via phone and email-Promotional sales and marketing-Generate leads through target account selling, outbound prospecting, and calling on leads from multiple sources-Research accounts, identify key players, generate interest, and develop interest to stimulate opportunity-Remain knowledgeable and up-to-date on product, industry changes, and competitive landscape-Follow up on a high volume of new leads in a timely manner

Mountain View, California, Us

· Build trust in the company and ensure our customers are provided with accurate product knowledge· Achieve outbound call, chat, and email targets set by management team· Responsible for building and maintaining customer relationships through pipeline management· Meet or exceed monthly revenue targets and departmental KPIs· Uncovering customer’s needs and presenting an accurate high-level overview of our value proposition· Understand unique business problems and provide solutions· Develop and maintain deep expertise of LegalZoom products and best practices to provide value to customers· Provide personalized support that aligns with our company brand and voice, directly impacting our customer retention· Follow up with customers to further educate and solidify their business plans

Mountain View, California, Us

• Design, develop, and support document generation for product lines;• Work as part of a cross functional team to ensure quality document generation from definition through to delivery; • Proactively bring issues and problems to the attention of the team; generate, propose and implement innovative solutions;• Assist product counsel in product maintenance;• Be meticulous about documentation and maintaining a robust log of document and product updates• Support operations by cross-training on related jobs

Mountain View, California, Us

• Research and acquire most current statutory forms, using online search engines or direct contact via phone, including but not limited to:- Articles of Organization (LLC, Corporation)- Fictitious Business Name Statement (DBA)- Petition for Change of Name (Name Change)- Registered Agent/Office Change (Registered Agent)• Identify the necessary changes to the current documents• Draft document automation requirements• Maintain repository of non-automated (back end) production templates• Build and maintain online PDF samples of company products• Assist with prioritization of content maintenance workload • Be an advocate for effective knowledge transfer and management• Exhibit strong customer-service skills for internal customers such as end-users, SMEs, business partners, and management• Build and maintain collaborative relationships with teammates, management, and other business partners• Accurate and timely production of legal documents for the customer and/or government agencies as needed- Creating and maintaining all forms/documents via Smart Communications, document generation tool.

Mountain View, California, Us

• Organizing various documents to assist the team with the efficient processing of BSD orders as it relates to information that falls under the responsibility of the BFS team.• Matching documents to their specific orders to help keep the processing of orders organized and streamlined.• Matching processed orders with checks to send to the respective SOS’s.• Processing orders as needed to assist the team in reaching daily quota goals.

Mountain View, California, Us

• Assist customers with phone and email inquiries about order status, payments, refunds and site operation as well as provide information about LegalZoom products and services. • Effectively handle difficult situations.• Serve as a liaison between customers and other departments to communicate information.• Use common customer feedback to identify opportunities to continuously improve the customer experience and drive efficiency in delivering unrivaled customer care.

Mountain View, California, Us

• Attracts potential customers by answering product and service questions • suggesting information about other products and services. • Opens customer accounts by recording account information • Maintains customer records by updating account information.