supporting legal teams or CRM implementations What we're looking for: - Experience in a legal operations or Filevine admin... - Document Automation - Legal Workflow Design - Template Coding, CRM Administration - Legal Operations - Contract Lifecycle...
all customer details within the proprietary CRM (training provided). - Handle customer concerns with professionalism, ensuring...). Nice-to-Have - Familiarity with CRM tools. - Experience in U.S.-based customer support or call center environments...
of customer orders. - Maintain accurate records of customer interactions, transactions, and inquiries in the CRM system. - Stay... and as part of a team in a fast-paced environment. - Experience with CRM software and generating weekly sales reports...
, with a particular focus on consumer lifecycle, traffic, CRM opportunities, and their connection to the broader consumer journey. Key... of analytical frameworks that connect the consumer journey to lifecycle and CRM strategies, as well as the relationship...
workflows, and inbound request management. This role requires a strong foundation in data handling, CRM systems, and project...
and professional approach - Proficient in Microsoft Office and modern communication platforms like Slack and CRM tools...
into our CRM Support our sales and operations teams by triaging inquiries and routing information appropriately Provide timely... setup Excellent typing skills and attention to detail Tech savvy and able to learn CRM, chat, and scheduling platforms...
with accuracy and discretion. - Maintain comprehensive records and notes within the firm's CRM system (Lawmatics). - Manage client...
cases. Systems and Reporting - Utilize Zendesk, Aircall, and internal CRM systems for performance tracking and case... in a fast-paced, remote environment. - Familiarity with Zendesk, Aircall, or similar CRM/support platforms. - High attention...