At The Bolton Law Firm, I’m the first point of contact for client inquiries, handling 200–300 calls and emails per week within service-level targets. I run consultations to match client needs with services, converting 30–40% of inquiries into in-office consultations or signed clients.
At CSUF Auxiliary Services, Orange County Inland Empire SBDC, I supervised a 9-person intake team that onboarded 70–80 new clients per month. I also planned and delivered seven client workshops and training events for small-business owners.
I created onboarding guides and training materials that brought new team members to full productivity within 30 days. I also redesigned the intake questionnaire and workflow, saving 5–7 minutes per client intake.
At Junk Panda Solutions LLC, I managed 100–150 client accounts and monitored activity for expansion and upsell signals, contributing to a 15–20% increase in average project value. I kept account records and workflows current in Salesforce.
