Executive-level strategist and producer, proven business developer, leader, coach, manager, and motivator looking to join a leading firm, full-time and in-house.
Overview
6
6
years of professional experience
Work History
Director, Client Service (Business Development)
Conley Rose, P.C. (on Contract Basis)
Hybrid
05.2021 - Current
Using people, coaching and management skills, executive presence, and a disciplined sales/client development pipeline process;
Helped firm grow by double-digits by working collaboratively with attorneys to identify, vet, reach out to, meet with, scope, price, pitch or get on RFP lists, bring in, and help service significant new intellectual property legal work.
Won new work from existing and new clients including from two of the world's largest technology companies; manufacturing, pharmaceutical, and health care companies; colleges and universities; start-ups, venture-funded, and late-stage companies.
Fueled efficiencies and saved attorneys’ billable time by initiating new business opportunities, and drafting emails, talking points, meeting agenda, and other communications and follow-up.
Initiated numerous introductions to qualified potential new clients and referral sources.
As a firm ambassador, attended select conferences and events, worked the room, and appropriately and regularly followed up.
Director, Client Relations & Sales Leader
Dickinson Wright PLLC
Hybrid
10.2017 - 01.2020
Instrumental in generating more than $5M in new revenue for the firm by beating sixteen other law firms to win an intellectual property portfolio valued at approximately $4M+ annually. This new firm client said Julie is a client-facing “secret weapon.”
Identified, helped vet, and coached attorneys on new business leads; introduced lawyers to potential clients; and helped originate patent litigation, MDLs, wage and hour cases, ITC cases, and other litigation and transactions.
Worked closely with a marketing/business development team of thirteen professionals, managed two direct reports.
Delivered highly rated sales training sessions and customized, individual coaching programs for partners, associates, and marketing/business development professionals.
Head of Business Development Department; Director of Business Development at MLS AI Localization PlatformHead of Business Development Department; Director of Business Development at MLS AI Localization Platform
<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA
Business Development Manager/Client Relations Manager at Kingsbury PersonnelBusiness Development Manager/Client Relations Manager at Kingsbury Personnel