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Customer Service & Sales Specialist with 7 years of client-focused experience
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Competencies
Handled inbound calls, maintained client satisfaction, and managed client inquiries across various industries.
Conducted consultative sales, processed payments, and followed up post-sale to ensure customer trust.
Managed invoicing, billing, and financial workflows, ensuring accuracy and compliance using SAP and Excel.
Supported legal case workflows, updated client data, and managed CRM systems like Clio.
Proficient in SAP, Microsoft Excel, CRM platforms, and process digitalization to optimize workflows.
Education
Languages
Summary
A versatile professional with 7+ years of experience delivering high-quality customer service, executing sales strategies, managing financial workflows, and supporting legal case intake processes across various sectors.
Key Achievements
- Consistently met sales targets and managed high-volume inbound calls at a telecommunications call center.
- Streamlined billing processes and coordinated financial workflows using SAP and Excel for a legal firm.
- Executed legal intake workflows, managed client data, and improved CRM follow-up efficiency at a California law firm.
Experience
Customer Service Representative
Delivered high-quality customer experience and consultative sales support, Handled client retention, product inquiries, and service upselling, Managed high-volume inbound calls with empathy and efficiency
Sales Representative – Security Equipment
Consistently met sales targets and processed customer payments, Conducted post-sale follow-ups to ensure satisfaction and product trust, Communicated value propositions focused on long-term customer benefit
Administrative Support
Managed client inquiries, lead communication, and appointment scheduling, Assisted with legal intake support and administrative case workflows, Maintained organized client records and followed structured legal processes
Finance Business Operator / Admin Support Role
Managed pricing validations, invoicing accuracy, and billing operations, Coordinated financial workflows, compliance, forecasts, and budget control, Resolved billing discrepancies across internal teams using SAP & Excel, Supported risk coordination and financial process optimization
Legal Intake Coordinator
Executed legal intake workflows, updated client data, and scheduled appointments, Managed inbound lead communication and CRM follow-ups, Supported case qualification for personal injury and employment claims, Used Clio for intake management and client record updates