Post a Job Free
0 viewsjobseeker
Claudia P. — Mid-Level Bilingual Legal Intake and Client Success Specialist from Honduras

Claudia P.

Mid-Level Bilingual Legal Intake and Client Success Specialist

Honduras 3-6 years
Open to offersNew to Platform
Languages
SpanishEnglish
Video Introduction
No video introduction yet
The candidate has not added a video.
Contact information and social networks are private. Connect to unlock.
Hidden

Portfolios

1 items
Portfolio files are available to employers.

About

Claudia P. is a seasoned Legal Intake Team Lead and Client Success Specialist with over 20 years of expertise in customer service, account management, and intake operations. In her recent role, she led a high-performing legal intake team, maintaining strong conversion rates and exemplary client satisfaction. Her responsibilities included managing over 1,100 case reviews monthly, leading to the personal signing of over 65 qualified cases per month. Fluent in English and Spanish, she excels in CRM & Client Relationship Management, legal intake, and Lead Management & Conversion Optimization. Previously, she served as a Sales Executive at Avery Dennison Central America, boosting key account sales by more than 30% annually. Her comprehensive career also includes roles in production control within the apparel industry, underscoring her versatile proficiency across sectors. Claudia is adept in Filevine, Litify, Salesforce, and other CRM platforms, further reinforcing her capability to deliver exceptional experiences in fast-paced remote environments.

Experience

  • Sales Intake Specialist Team Lead / Intake Specialist Closer

    null · 2022 — 2026
    Led and coached a high-performing intake team, ensuring strong conversion rates and high client satisfaction. Managed high-volume inbound and outbound calls, completing full intakes and qualifying personal injury cases through probing questions. Reviewed emails, chats, and new leads to guarantee timely follow-up and accurate case progression. Set up Filevine projects, meticulously documenting comments, updates, and case details. Organized contracts and documents in Dropbox for efficient case setup, while maintaining accurate case documentation and CRM records throughout the intake process.

  • Sales Executive

    Avery Dennison Central America · 2011 — 2020
    Developed new business prospects for labels, packaging, adhesives, and outsourced products. Achieved a 30% annual increase in key account sales through effective communication and follow-up. Established long-term customer relationships and secured multi-year contracts. Collaborated with procurement, planning, and customer service teams while supporting marketing campaigns and customer engagement strategies.

  • Customer Service

    Avery Dennison Central America · 2007 — 2011
    Developed client relationships and processed orders while maintaining detailed records and inventory reports. Assisted with forecasting based on incoming and shipped orders, and followed up on shipping orders and customer needs.

  • Production Control Manager

    Garan Incorporated · 2000 — 2006
    Managed supply chain operations, including purchasing, inventory control, and logistics. Oversaw production and shipping workflows to ensure timely delivery of products. Implemented quality control processes in sewing and finishing within the apparel industry.