Dedicated sales advocate with a proven track record in managing client relationships and driving sales at a leading legal software company. Expertise in identifying new business opportunities and presenting tailored solutions that align with client needs. Demonstrated success in exceeding sales targets, enhancing revenue growth, and ensuring high levels of customer satisfaction through effective collaboration with internal teams. Career objective focuses on further advancing sales strategies to achieve sustained business growth.
Overview
3
3
years of professional experience
Work History
Client Advocate, AE Inside Sales
Ontellus
Ontario
06.2024 - Current
Monitored progress on customer requests and provided status updates as needed.
Performed quality assurance checks on processes related to client accounts.
Manage and grow $8M+ portfolio of national law firms by 10% annually utilizing data-driven insights to optimize record retrieval software and ancillary services.
Identified potential issues with client accounts and escalated them accordingly.
Compiled weekly summaries detailing key metrics such as total number of calls received or resolved cases.
Utilized CRM platforms (Salesforce, HubSpot) to track and manage a high-volume pipeline of law firms and corporate legal clients.
Conduct virtual onboarding sessions for law firm paralegals and staff, providing technical demonstrations of the client portal.
Leverage CRM tools to track client interactions, improve engagement, and analyze performance metrics.
Expert Witness Relations Coordinating Manager
Ontellus- American Medial Forensic Specialists
, CA
05.2022 - Current
Sales Accomplishments:
Negotiated hourly rates ranging from $100 to $1500 for an expert witness panel of 6,000 medical professionals, ensuring favorable terms and cost-effectiveness.
Successfully negotiated and reduced product service costs by an average of $8000 weekly, contributing to overall profitability.
Business Development:
Led meetings and projects implementing AI model capabilities to expand the user experience and process.
Increased the average number of viable product services from 15% new doctors a week to 40%, expanding the client base and revenue streams.
Provided necessary feedback to the software development department, contributing insights from client interactions to enhance product development and meet client needs effectively.
Accelerated the speed of closing case sales by over 35%, streamlining the sales process and improving efficiency.
Sales Strategy and Presentation:
Launched and coordinated sales process presentations to over 500+ company employees monthly, effectively communicating product value and driving sales.
Communication and Lead Generation:
Conducted 10+ conference calls a month and engaged in daily cold calling to generate leads for new recruits and products, demonstrating proactive lead generation strategies.
Client Relationship Management:
Presented lead solutions proposals to marketing teams for large corporate Defense Law Firms such as Geico, State Farm, and Liberty Mutual, establishing and nurturing relationships with key clients.
Managed sales to corporate in house counsel and law firms partners.
Legal Assistant
D'Andre Law
Santa Ana, CA
01.2022 - 03.2022
Prioritized, handled multiple assignments and maintained firm commitment to deadlines
Managed incoming emails containing time sensitive documents and relayed information to appropriate on-site and remote attorneys
Scheduled and mailed out notices for applicant's medical appointments, arranged appropriate subpoena medical reports for
Applicant Attorneys and doctors
Communicated professionally with clients, colleagues and legal partnership verbally and in writing.