Rionegro, Antioquia, Colombia
Immigration Law Firm Specialist / Intake Specialist Manager / Appointment Setter / Lead Manager / Virtual Assistant / B2B / CRM Results-driven Appointment Setter, Sales, and Lead Manager with over 12 years of experience driving sales growth, managing leads, and optimizing appointment scheduling processes. I have a proven track record of exceeding sales targets, streamlining operations, and building strong client relationships. I’m highly skilled in using CRM systems such as Salesforce, GoHighLevel, and Zendesk, and I leverage data analysis and strategic planning to implement effective sales systems that align with business goals. In the last 6 months, I’ve been leading a high-performing sales team for a U.S.-based immigration law firm, managing a monthly sales budget of $500K. In this leadership role, I’ve overseen the entire sales cycle, coached team members, and driven consistent performance improvements. I bring not only hands-on sales experience but also the leadership and systems knowledge needed to help businesses scale efficiently and effectively.
Manage Leads in GHL CRM: Monitor and update lead information to ensure accuracy and completeness. Organize and prioritize leads for effective follow-up. Respond to Inquiries: Address customer inquiries promptly and professionally via email, SMS, and phone. Provide accurate information about our services and offerings. Set Appointments: Coordinate schedules and set appointments for Acquisition Managers. Confirm appointments and follow up as necessary. Qualify Leads: Assess leads to determine their suitability for the sales team. Gather essential information to ensure a smooth handover. Outreach Activities: Conduct SMS campaigns and cold calls to generate new leads. Effectively engage potential clients to build rapport and identify needs.
Medical Case Management: Managed a caseload of disability clients, overseeing several cases at various stages of personal injury claims. Acted as a crucial point of contact between clients and the legal team, ensuring seamless communication throughout the process. - Client Updates and Support: Provided regular updates to clients via phone, email, and text, offering reassurance and addressing concerns. Demonstrated a high level of empathy and patience, particularly when clients were in distress due to their injuries. - Case Documentation: Meticulously documented all client and third-party interactions in the case management system. Maintained comprehensive records to keep all team members informed of case status updates, facilitating a smooth workflow. - Insurance Claim Initiation: Initiated insurance claims for each party involved, including clients and others as necessary. Collaborated with Private Investigators hired by the firm to collect vital investigative documents, policy searches, background checks, driving records, and social media records. - Medical Information Gathering: Collected essential medical documents such as insurance records, discharge paperwork from hospitals, identification documents, past medical information, and past claims information. Rapidly gathered information to understand each client's medical history and challenges - Legal Document Drafting: Drafted essential legal documents such as demands to insurance companies on behalf of clients and petitions when cases did not settle. While not a professional writer, I ensured the effective communication of case details - Problem Solving: Proactively addressed challenges in each case, seeking innovative solutions to move them forward. Received guidance from attorneys and utilized task management systems to streamline processes. - Client Communication and Support: Responded to client inquiries promptly, providing updates on case progress, court dates, and more.