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Lauren C. — Executive Assisstant/Paralegal/Intake Specialist from Philippines

Lauren C.

Executive Assisstant/Paralegal/Intake Specialist

Philippines 6+ years 1000 - 2500 USD per month
Actively lookingNew to Platform
Languages
EnglishTagalog
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About

I don’t just manage customers; I protect revenue and build the systems that make retention inevitable. My career is a blend of foundational rigor at global leaders like Accenture and TCS and high-impact operations at agile, growth-focused companies.


My approach to Customer Success is built on three pillars:

✅Revenue Retention: At Yaazoru, I redesigned billing and client workflows to safeguard $300K+ in annual revenue.

Global Communication

✅Foundation: During my time at Accenture and TCS, I mastered high-stakes, high-volume client engagement, building a "customer-first" mindset that scales.

✅Operational Excellence: I turn complex workflows into repeatable SOPs. I’ve previously reduced team training time by 60%, ensuring that as a company grows, the client experience remains world-class.


I am a "systems-first" advocate, leveraging tools like Trello (Automation), CRM platforms, and SOP Frameworks to keep client health scores high and churn low.


I am currently transitioning my 12+ years of background in operations and client excellence into a Customer Success Manager role. I am looking to join a team where I can take ownership of the client lifecycle and drive measurable growth.


If you’re looking for a CSM who understands that retention is a byproduct of great systems, let’s connect:

📧[email protected]

Experience

  • Remote Intake Specialist

    LEVY KONIGSBERG & GGHS · 2025 — 2026
    Managed the complete client intake process for sensitive claims related to digital platform liability and medical malpractice, handling a high volume of inbound and outbound calls with professionalism. Scrubbed account databases and followed up on leads using GoHighLevel (GHL) for national mass tort campaigns, regularly securing 2 signed retainers each day. Organized confidential electronic documents and intake files according to the firm’s strict protocols, ensuring accurate preparation and transition to legal teams. Coordinated scheduling and appointment confirmations for prospective clients while addressing pre-litigation inquiries to maintain high client satisfaction.
  • Executive Assistant to the CEO • Business Operations & Structure Specialist

    Yaazoru.org · 2024 — 2025
    Acted as the strategic operations partner to the CEO, supervising multi-state grant workflows and revenue processes. Developed and implemented multi-state SOPs for several states, leading to a significant reduction in training time. Deployed Trello for project management, creating automated workflows that saved considerable hours for the leadership and operations team. Managed the prequalification process for numerous clients, accelerating turnaround time and unlocking substantial annual revenue potential. Streamlined the proposal pipeline, enhancing the production of proposals weekly and improving close rates, thereby contributing to first-year revenue generation. Revamped the billing workflow to utilize automated milestone tracking, protecting significant multi-year revenue streams. Provided comprehensive executive assistance including calendar management, documentation workflows, and coordination of multi-state grant operations.
  • Executive Assistant to the CEO • Recruitment Manager

    Hiresmart · 2023 — 2024
    Oversaw the complete recruitment process and client onboarding for a rapidly growing virtual assistant agency. Conducted multiple final interviews daily employing diagnostic methods to enhance match quality and reduce turnover. Facilitated onboarding for a number of Virtual Assistants and clients over a nine-month period, ensuring successful pairing and revenue generation. Managed a cross-functional team, coordinating daily meetings, workflows, and performance reviews to enhance recruitment throughput. Developed internal SOPs and documentation using Google Workspace and other tools to standardize processes. Conducted client onboarding calls to identify needs and ensure effective VA-client alignment.
  • Cold Caller / Appointment Setter & Legal Compliance Admin

    Cyberbacker · 2021 — 2023
    Supported real estate lead operations through extensive communication and workflow management. Handled a high volume of daily calls, updating leads in KW Command while scheduling recruitment appointments. Enhanced the agent recruitment pipeline and contributed to revenue through consistent conversion rates. Reviewed contractor violation cases to ensure compliance and protect annual revenue for retained contractors, while also creating automated tracking systems and documentation to maintain accuracy.
  • Project Manager • HR & Finance Process Lead

    PNP Internal Affairs Service – Region 5 · 2017 — 2021
    Oversaw financial workflows and HR coordination within a regional government oversight office. Standardized financial processes for a monthly budget, generating significant administrative savings. Led multiple annual programs focused on outreach and education, securing sponsorships and participant engagement. Detailed case documentation for administrative proceedings, ensuring compliance with established procedures. Managed communication with staff and multiple agencies, developing tools and systems for effective reporting and operations.
  • Project Success Manager (Billing & Collections)

    Tata Consultancy Services · 2016 — 2017
    Provided billing, collections, and customer support for Australian utility accounts in a performance-driven setting. Handled incoming calls and email cases daily, resolving billing issues with high accuracy and efficiency. Influenced daily revenue through adjustments and payment processing, while improving operational procedures through updated documentation and training support.
  • Project Success Specialist (Utilities Accounts)

    Accenture · 2012 — 2015
    Delivered comprehensive customer support for utility billing, collections, and service-related requests across major Australian markets. Managed a significant volume of calls, resolving numerous billing cases daily with consistent quality metrics. Handled account updates and payment processing, while facilitating service requests and coordinating with distributors to ensure workflow progression.
  • Sales & Customer Support Representative

    Stream Global Services (Convergys) · 2012 — 2012
    Provided inbound technical and billing support for U.S. subscription accounts in a contact center. Managed a high volume of inbound calls, maintaining high resolution accuracy and customer satisfaction metrics. Processed billing actions and supported revenue through subscription activations and sales.

Skills & Expertise

Education

  • Juris Doctor (Second Year – LOA)
    University of Sto. Tomas–Legazpi

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