Responsibilities - Support attorneys with criminal case preparation, filings, follow-up, and trial readiness. - Draft, proofread..., deadlines, and client communication across active criminal matters. - Manage Clio case management updates and ensure...
correctly - CRM management + organization - Keep CRM clean and organized (stages, notes, tasks, follow-ups) - Ensure client... edits are a plus, not required) What success looks like (first 30–60 days) - Client trackers are up to date;nothing...
with account executives to ensure a smooth handoff of qualified leads for further follow-up and closure Effectively listen... to client needs to identify sales opportunity cues, recommend, quote, and negotiate to meet client needs and close the sale...
. Prepare and send new business proposals according to the processes established by product, and followup until implementation.... - Ensure client’s documentation and information is up to date and complete according to the Bank and regulatory requirements...
needs - Followup with clients to ensure satisfaction and gather valuable feedback - Build strong client relationships...Department: Customer Service and Client Relations Work Arrangement: Remote Job Type: Independent Contractor, Full...
clients. You will conduct discovery calls, qualify inbound and outbound leads, followup with prospects, present services... are but are not limited to: Sales & Business Development - Conduct discovery calls to identify client needs and qualify inbound...
final product - Follow PIPECARE Process Flow Charts and interact with other departments when required - Assure timely... opportunities;demonstrates and promotes positive prospect, client, and work relationships;proactively addresses and manages...
is a plus, but not required). - Proven ability to manage billing processes, information gathering, followup on documents, etc. - Excellent customer service... with your recruiter to learn more. About the client Our client is a U.S.-based law firm specializing in real estate, personal injury...
accounts - Develop relationships with the client, their employees, and agents through regular followup during and after... of client requests focused on client retention. **DUTIES AND RESPONSIBILITIES**: - Possesses the technical aptitude...
to resolve as needed - Proactively communicate with client and internal teams;prepare call agendas, and followup with call... facilitation, note taking, and POV creation. **What you are responsible for**: **Internal** - Holistic ownership of client...