Allie Morris
Austin,TX
Summary
Motivated individual with experience in customer service, sales, social media marketing, and assisting in business operations. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior client services.
Overview
5
5
years of professional experience
Work History
Client Development Lead
Lloyd & Mousilli, Attorneys & Counselors At Law
2023.08 - Current
- Conduct initial client consultations, identify client issues, and promote firm services and products
- Utilize upselling techniques by addressing issues beyond the scope of the client’s scheduled discussion; Prioritize understanding of client's business and their specific needs to provide tailored solutions
- Manage live chat communications on firm website, ensuring timely responses to leads
- Achieve an average of 5 consultations per day with a 70% conversion rate of qualified leads
- Oversee the onboarding process for new clients, including drafting engagement letters, invoicing, and assigning teams
- Onboard new independent contractors, ensuring seamless integration into the firm
- Maintain and optimize firm's CRM system (GoHighLevel) in collaboration with technical contractors to enhance workflows tailored to the firm’s needs
- Designed and implemented automated lead follow-up processes to streamline client engagement
- Ensure accurate and current data management within the CRM system
- Manage staff invoicing via firm billing software and utilize integrated accounting system for timely payment to team members
- Maintain and update the firm’s website, including uploading articles, staff profiles, and miscellaneous updates
- Manage social media platforms, oversee content creation, and assign articles to staff; personally write articles; knowledgeable of basic graphic design to create content
Intake Coordinator
Lloyd & Mousilli, Attorneys & Counselors At Law
2022.12 - 2023.08
- Managed initial client consultations and facilitated client onboarding processes, including issuing engagement letters, generating invoices, and coordinating team assignments
- Acted as the primary contact for the firm's timekeeping software, providing training to new staff, maintaining matter entries, and troubleshooting technical issues
- Served as the key liaison for the firm's Customer Relationship Management (CRM) system, including training new staff to utilize system
- Directed firm-wide marketing efforts, including the creation of social media content and graphics, content editing and uploading to the firm's website, and overseeing relationships with third-party vendors for professional video production.
Legal Assistant
Lloyd & Mousilli, Attorneys & Counselors At Law
2022.05 - 2022.12
- Drafted trademark applications for review by supervising attorney
- Drafted arguments in response to Office Actions received from the United States Patent and Trademark Office to defend clients' trademark rights
- Prepared and filed various documents related to trademark prosecution, including Section 5 & Declarations, Statements of Use, and Change of Address or Representation forms
- Organized documents to manage paper and electronic filing systems of clients
- Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations
- Handled office scheduling and made notes for trademark prosecution deadlines and other important dates
- Oversaw firm marketing initiatives; created social media content and graphics
- Prepared articles on various legal topics for firm website, including corporate and intellectual property law
Server
Texas Roadhouse
2019.04 - 2020.03
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality
- Served food and beverages promptly with focused attention to customer needs
- Worked with POS system to place orders, manage bills, and handle complimentary items
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences
Education
No Degree - Political Science
Lonestar Cypress
CypressNo Degree - Political Science
University of Houston
Houston, TXSkills
- Sales process and pipeline management
- Client acquisition
- Social Media Marketing
- Figma, Canva
- Webflow
- QuickBooks, Bill.com
- Clockify
Timeline
Client Development Lead
Lloyd & Mousilli, Attorneys & Counselors At Law
2023.08 - Current
Intake Coordinator
Lloyd & Mousilli, Attorneys & Counselors At Law
2022.12 - 2023.08
Legal Assistant
Lloyd & Mousilli, Attorneys & Counselors At Law
2022.05 - 2022.12
Server
Texas Roadhouse
2019.04 - 2020.03
No Degree - Political Science
Lonestar Cypress
No Degree - Political Science
University of Houston
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