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Diego
Intake Specialist For a Law Firm In California
Contato
Competências
Performed initial client assessments and documented detailed case information for legal and real estate clients.
Reviewed and qualified leads through various channels, developing strategies to improve lead generation and qualification.
Provided personalized training sessions to clients on device usage, troubleshooting, and tech applications.
Built and maintained client relationships, managed sales workflows, and achieved sales targets in logistics and sales roles.
Reviewed and entered order and customer data in internal systems, ensuring accuracy and operational efficiency.
Formação acadêmica
Resumo
Experienced in client screening, lead management, tech training, and sales across legal, real estate, tech, and logistics sectors. Adept at building relationships, managing data, and implementing strategic initiatives.
Principais conquistas
- Led a team of 10 sales representatives at Alorica Guatemala, achieving and surpassing sales targets
- Implemented a sales strategy that increased revenue by 40% within the first year at Alorica Guatemala
- Conducted personalized technology training sessions for clients, improving their device usage and tech confidence
Experiência
Intake Specialist For a Law Firm In California
Conducted initial client screenings to assess case viability and align with firm services., Gathered and documented detailed client information, ensuring accuracy in case management systems., Scheduled consultations, managed client follow-ups, and coordinated document submission., Maintained...
Lead Manager
Screening Leads: Reviewing incoming leads from various sources (online forms, calls, emails, or referrals) to determine their suitability., Data Collection: Gathering essential information about the leads, such as their property needs, financial situation, and timeline for purchasing or selling.,...
Technology Trainer
Conduct personalized sessions to teach clients how to use their devices (smartphones, tablets, computers, smart TVs, etc.)., Tailor sessions to each client’s pace, interests, and level of tech comfort., Help clients with basic tech issues (e.g., app setup, email configuration, Wi-Fi connectivity).,...
Senior Sales Representative
Identify businesses that need freight transportation., Build and maintain relationships with shippers., Schedule pickup and delivery times.