Ronnie Z.

Customer Success manager-Marketing & Sales Coach-Onboarding specialist

I am a multilingual professional with over 11 years of experience in various roles, including customer success, sales development, quality assurance, data entry, and legal assistance/case management for U.S. law firms. Throughout my career, I have consistently exceeded targets and expectations. I excel at engaging clients, quickly identifying their needs, emotionally connecting with potential clients, effectively conveying the value of our services, accurately documenting information, and driving results in fast-paced environments. In my recent role as a Customer Success & Case Manager at an employment law firm, I managed over 100 active cases. I supported two attorneys, paralegals, and the entire legal team through both pre-litigation and litigation matters, ensuring clients received professional and compassionate guidance throughout the legal process. Additionally, I served as the initial point of contact for new clients, onboarded them using intake forms, collected documents and evidence, reviewed retainers, obtained authorizations, scheduled depositions, obtained signatures via Docusign for settlement agreements, tax forms, and sent final invoices, closing letters, and disbursement letters. Core Strengths & Skills: - Legal Assistance & Case Management: I have extensive experience in diverse law practices, including employment law, personal injury (car accidents), family-based immigration (spousal, parental, child VAWA, T Visa, U Visa, MDA, CP, Adjustment of Status, and 245(i) petitions. - I excel in interpreting calls and translating legal and client-facing documents. I regularly assist bilingual clients during intake, follow-ups, and document reviews, handling a wide range of documents such as police reports, criminal records, petitions forms, preparation for dispositions. My language skills ensure accuracy, clarity, and compliance, especially in legal contexts where precise communication is crucial. - I am proficient in various software tools, including Salesforce, CLIO, Google Suite, Microsoft Office, Slack, RingCentral, and Dialpad. I am a quick learner and can become fully comfortable with new tools within a couple of days, thanks to my experience working in multiple fast-changing systems. - I possess exceptional multitasking and time-management abilities, allowing me to effectively oversee multiple responsibilities and consistently meet tight deadlines in fast-paced, process-oriented environments. I am adept at prioritizing tasks and delivering high-quality results efficiently and reliably. I am passionate about leveraging my expertise to support organizations and clients that value precision, efficiency, and exceptional service. My goal is to deliver high-quality assistance while ensuring every project is completed accurately and on time. I am also committed to making a meaningful contribution by providing support and guidance to clients navigating challenging circumstances.