Amee Jagtap

Led Agile projects focused on improving customer experience and CRM business processes across Sales, Marketing, and Field Service teams. Optimized workflows and customer touchpoints using Salesforce Service Cloud and Microsoft Dynamics 365.

Managed a portfolio of financial analyses, collaborating with Senior Leadership and Government Executives to support strategic decision-making. Supported full-cycle CRM implementation (Microsoft Dynamics CRM), including data migration, requirements mapping, and user acceptance testing.

Led end-to-end implementation of Salesforce Litify, integrating it with existing systems to support legal operations. Managed Agile sprints and facilitated scrum ceremonies to ensure timely delivery of project milestones.

Streamlined legal workflows using Filevine and data warehouse transitions. Produced custom reports and dashboards to drive CX-focused decision-making.

Bridged the gap between stakeholders and the legal team by facilitating training sessions and fostering open communication on new processes and technologies. Developed and documented business requirements for legal technology implementations, ensuring alignment with operational goals.

Acted as the primary point of contact for clients, promptly addressing inquiries and concerns through phone and email communication. Organized and incorporated client-provided documents into designated files and databases, ensuring easy access for efficient case management.

Completed an advanced technical certificate program focusing on paralegal studies. Gained in-depth knowledge and practical skills essential for legal support roles.

Graduated with honors from the Baroda School Of Legal Studies, completing a comprehensive program in law. Developed a strong foundation in legal principles and practices.