Presentation
1. Multilingual Customer Intake & Sales
Trilingual Communication: Native Spanish with C2-level mastery of both English and Portuguese, allowing for seamless client interaction across three major global markets.
Lead Conversion: Proven ability to act as the first point of contact, conducting intake interviews and converting qualified leads into paying clients through trust-building and clear communication.
Sales Strategy: Experience developing and executing outreach strategies and managing business alliances to meet growth targets.
2. Legal & Administrative Support
US Immigration Support: Specialized experience in U.S.-based immigration law, including handling high-volume calls, documenting case information, and providing translation for legal meetings.
Data & Pipeline Management: Expertise in tracking intake pipelines and case progress with high attention to detail.
Professional Reporting: Skilled in preparing daily operational and performance reports using Google Sheets and Microsoft Office.
3. Business Operations & Finance
Financial Control: Experienced in managing budgets, expense payments, financial audits, and billing systems.
Process Optimization: Skilled in conducting SWOT analyses, creating business process mappings, and designing organizational structures for improved efficiency.
Contract Management: Proficient in issuing and monitoring contracts and ensuring compliance with legal documentation and obligations.
4. People & Project Management
Strategic Planning: Focused on strategic business growth through the lens of people management and marketing.
Background
● Conduct initial intake interviews, actively listening to client needs and accurately documenting lead summaries and case information.
● Convert qualified leads into clients through clear communication, follow-up, and trust-building.
● Schedule consultations and route calls and messages to appropriate legal team members.
● Support attorneys and paralegals by ensuring complete, organized, and accurate intake data.
● Track intake pipeline and case progress with high attention to detail.
● Prepare and submit daily operational and performance reports using Google Sheets.
● Collect client payments via secure payment links and proactively communicate fees.
● Provide translation support during meetings and for legal documents (Spanish–English–Portuguese).
● Maintain high standards of customer service, confidentiality, and professionalism in a legal environment.
● Negotiated with suppliers and partners.
● Managed administrative tasks and conflict resolution.
● Collaborated in team-based environments to meet sales targets.
● Designed organizational structure for improved efficiency.
● Created business process mapping to optimize operations.
● Issued and monitored contracts and legal documentation for volunteers and participants.
● Oversaw compliance with contractual obligations and manage outstanding balances.
● Implemented incentive and investment systems for members.
● Controlled billing, fiscal notes, and financial reporting.
● Developed and executed sales and outreach strategies.
● Managed partnerships and business alliances.
● Followed up on participant progress and program execution.
● Acted as linguistic liaison in Spanish, English, and Portuguese.


