Christian Marlen I.

Client Success & Legal Operations Specialist | Airtable & Automation Expert | Bilingual (EN/ES) As a Client Service, Success, and Billing Manager at a boutique immigration law firm, I built and managed systems that streamlined client onboarding, improved retention, and automated back-end operations. I specialize in helping mission-driven legal teams run smarter, more efficiently, and with heart. 💼 Key Achievements: Developed and implemented custom Airtable bases for lead tracking, case management, billing, and internal project workflows. Automated client communications and internal task handoffs using Airtable Automations and Zapier, saving hours of manual work weekly. Led the client onboarding and retention pipeline, including follow-ups at 7, 30, and 90 days post-hire to ensure satisfaction and engagement. Created and managed retainer agreements, coordinated billing and collections, and produced accounts receivable reports to maintain financial clarity. Recognized as the team’s “dragon” during a sales webinar for standout initiative and leadership in client engagement. 🧠 Skills & Tools: CRM & Automation: Airtable, Zapier, Google Workspace Client Lifecycle Management: Onboarding, retention, follow-up systems Legal Admin & Billing: Retainers, invoicing, AR reporting Soft Skills: Bilingual (English/Spanish), proactive communication, empathy-driven service I help attorneys and service-based businesses create thoughtful, automated systems that keep clients happy and operations running smoothly. If you're ready to scale your impact with less chaos and more care, I’d love to help.