Experience using CRM systems to manage leads and follow-ups Ability to handle high-volume outreach while maintaining attention...
client data in CRM systems (e.g., Salesforce, ClientSpace). Ensure timely follow-ups on high-priority client requests...
follow-ups with potential clients to increase intake conversions. Coordinate communication between clients, attorneys...
follow-ups with potential clients to increase intake conversions. Coordinate communication between clients, attorneys...
, and travel guidance. Monitor upcoming trips and ensure all details are confirmed. Conduct post-trip follow-ups to collect...
. - Follow intake scripts, checklists, and workflows to ensure smooth client onboarding. - Manage follow-ups with potential...
delivery reports - Strong facilitation skills, including the ability to conduct and lead daily stand-ups with customers... daily stand-ups and other Agile ceremonies - Create and maintain JIRA boards, tasks, and reporting dashboards - Monitor...
members with their career plans Collaborate in the project plan creations and follow-ups, assessing if the team honors its...
Experience using CRM systems to manage leads and follow-ups Ability to handle high-volume outreach while maintaining attention...
client data in CRM systems (e.g., Salesforce, ClientSpace). Ensure timely follow-ups on high-priority client requests...