Carlos

I handle the initial interaction and engagement with clients seeking services from the law firm. I am responsible for gathering essential information, understanding client needs, and guiding them through the initial stages of the intake process. This role demands excellent communication skills, empathy, and the ability to assess the client needs and match them to our services based on their answers to an intake interview.

- Engage with existing customers to identify their needs and recommend appropriate product upsells.

- Develop and maintain strong relationships with customers to foster loyalty and repeat business.

- Conduct follow-up calls and emails to ensure customer satisfaction and address any concerns.

- Meet or exceed sales targets and performance metrics.

- Collaborate with the sales team and other departments to ensure a seamless customer experience.

- Stay informed about product features, benefits, and updates to provide accurate information to customers.

- Handle customer inquiries and complaints professionally and efficiently.

- Maintain accurate records of customer interactions and sales activities using CRM software.

Managed client accounts to drive sales growth and ensure customer retention. Conducted outreach, addressed client needs, and provided solutions to maximize satisfaction. Collaborated with internal teams to improve processes and deliver a seamless customer experience.