Jessica Green
DFW,TX
Summary
Retention-Focused professional with 7+ years of combined experience in sales development, client relations, and administrative support. Proven success in generating qualified leads, managing high-volume client communications, and supporting with Client intake, Case management and Calendaring. Adept at building relationships, coordinating complex schedules, and leveraging CRM and productivity tools to drive efficiency.
Seeking to bring strong communication, organizational, and client service skills to a remote role in Business Development or Support.
Overview
12
12
years of professional experience
Work History
Client Relations
Gallian Firm
Dallas, TX
04.2024 - 08.2025
- First point of contact for all current clients and potential clients adding 3-5 retained clients weekly; conducted intake, gathered case details, Scheduled Consultations, and entered data into CRM for attorney review.
- Scheduled consultations and court dates, reducing scheduling conflicts by 30% through proactive calendar management.
- Drafted and sent 100+ engagement agreements and client communications with a 100% accuracy rate.
- Maintained confidential legal files and improved case tracking efficiency by introducing a standardized intake checklist and workflows.
- Delivered high-touch customer service that increased client retention and referrals.
- Praised in client Google reviews for delivering outstanding customer service and support.
Sales Development Representative
Operatix | Makosi
Dallas, TX
10.2022 - 02.2024
- Coordinated and scheduled meetings with C-suite decision-makers, driving an 80% increase in successful appointments.
- Conducted 100+ outbound calls daily to prospects, consistently achieving a 30% appointment set rate and exceeding team benchmarks.
- Utilized CRM and Excel to manage pipeline and track KPIs, improving lead quality by 15% quarter-over-quarter.
- Articulated company value proposition, overcoming objections and converting cold leads into warm opportunities.
- Partnered with sales executives to provide feedback that directly improved prospect targeting and messaging.
Sales Supervisor
EliteMed Labratories
Farmers Branch, TX
05.2019 - 07.2022
- Managed 100+ inbound/outbound calls daily, consistently ranking in the top 10% of team call volume.
- Developed and maintained targeted prospect lists, shortening the sales cycle by 20%.
- Leveraged CRM to track sales activities and pipeline, ensuring accurate reporting and forecasting.
- Collaborated with account executives to identify new business opportunities, contributing to a 15% YoY revenue increase.
- Streamlined communication between departments, increasing efficiency in closing deals and onboarding clients.
Life Insurance Broker
Symmetry Financial Group
Dallas, TX
04.2018 - 05.2019
- Conducted needs-based interviews and in-home presentations, increasing policyholder base by 15%.
- Sold $200K in premiums using a consultative sales approach focused on relationship building.
- Achieved repeat business and referrals through current clients.
Office Administration
Mercedes Benz Financial Services
Mansfield, TX
01.2017 - 02.2018
- Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and comply with company policies and procedures.
- Supported office operations, managed client correspondence, tracked records and handled internal communications.
- Oversaw staff correspondence, record tracking and data communications, resulting in improved automation of office operations.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Consistent Client Case Management
Administrative Assistant-Sales Support
iDeal Floors
Richland Hills, TX
03.2013 - 08.2016
- Coordinated scheduling for 2 CEOs, 2 managers, and 3 staff members, streamlining operations and boosting team efficiency by 20%.
- Monitored Projects and Calendar to ensure accurate project coordination.
- Reduced financial discrepancies by reviewing and approving 100% of billing invoices and expense reports with a focus on accuracy and compliance.
- Scheduled and coordinated dozens of appointments, meetings, and events each month, optimizing time management for management staff.
- Resolved sensitive client inquiries and complaints with discretion, maintaining high levels of trust and satisfaction.
- Guided customers to products and recommended complementary items, contributing to a 10–15% boost in upsell sales.
- Created and implemented an administrative staff commission initiative that rewarded support for walk-in sales, increasing team engagement and sales contributions by 10%.
Education
Tarrant County College
Fort Worth, TX05.2006
Skills
- Client Engagement & Relationship Management
- Scheduling & Calendar Coordination
- CRM & Data Accuracy
- Confidential Information Handling
- High-Volume Outreach & Communication
- Process Optimization & Efficiency
- Professional Email & Correspondence
- Research & Information Gathering
- Team Collaboration & Cross-Department Support
- Results-Driven Sales & Client Conversion
Accomplishments
- Participated in acquiring over 1,000 needed items in 24 hours for Plano's Child Advocacy Center.
- Volunteered at Habitat for Humanity: build play centers & homes
References
- Bailey Siguenza | 469.463.7254
- Rebecca Graves | 214.686.7767
- Danielle Hiercshe | 608.477.2704
- Tam Brewer | 214.859.3323
Timeline
Client Relations
Gallian Firm
04.2024 - 08.2025
Sales Development Representative
Operatix | Makosi
10.2022 - 02.2024
Sales Supervisor
EliteMed Labratories
05.2019 - 07.2022
Life Insurance Broker
Symmetry Financial Group
04.2018 - 05.2019
Office Administration
Mercedes Benz Financial Services
01.2017 - 02.2018
Administrative Assistant-Sales Support
iDeal Floors
03.2013 - 08.2016
Tarrant County College
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