Sentences with phrase «client lead flow»

There potential client lead flow is not good enough to let them be selective.

Not exact matches

And after two years of bootstrapping, it's cash - flow positive, thanks in part to investors like John Stix, who started out as one of the company's first clients and has since become an investor (Plasticity raised $ 2.1 million in a financing round led by the venture arm of Stix's company in 2014).
A strong network can produce a steady flow of clients, which strengthens your law practice and leads to more relationships and more referrals.
CMS: client management systems that are integrated with a law firm's web site to help the law firm manage and nurture the flow of leads and unique visitors hitting the web site.
With China as Canada's second - largest trading partner and increasing investment flows between our economies, our ability to provide leading local expertise and deep understanding of the market in all of the key and emerging commercial centres of China will add significant value to our clients.
We see technology permeating the work flows of law in enabling ways that will lead to faster, better and cheaper legal solutions for clients.
Over time, you will have a steady flow of new client leads coming in.
We receive an impressive flow of high - profile and high - value instructions from leading commercial and public sector clients and are recognised by the legal directories, Legal 500 and Chambers & Partners, as a leader the field of dispute resolution.
Lead the negotiation and completion of contracts with clients maximising margin, profit and cash flow for the business.
Led team of account executives in marketing point - of - sale devices and solutions used to improve payment applications and enhance productivity and cash flow for commercial clients.
Implemented and managed sales strategies to grow client base and revenue in an ebbing and flowing branch environment; stabilized revenue streams and led a $ 50K / month store to $ 180K
Led site visits and pre-event meetings with clients to discuss the flow and overview of the event and identify any areas of concern.
Assist in maintaining efficient patient flow, advice MA / Receptionists Leads and / or Center Manager if client wait times are greater than fifteen (15) minutes.
They are also responsible for analyzing the client provided process flow, coming up with satisfactory design plans and participating in or leading project meetings.
They are also responsible for analyzing the process flow as described by the client, creating design plans, participating in or leading project meetings and possibly supporting pre-sales staff.
Spa Director — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, executing spa and salon administration functions, overseeing sales and marketing operations, and implementing cutting - edge industry techniques and trends Collaborate in all phases of strategic planning with other members of management team, including product inventory control, marketing and sales strategies, product and service offerings, client service, event coordination, and area competition Provide continuous assessment of key markets, potential customers, and capital utilization, while furnishing oversight and guidance regarding policies and procedures, budgets and financial forecasts, and client experience considerations Perform needs - based and situational assessments of policies and procedures to improve operational efficiency, manage and reduce costs, promote both employee and client satisfaction, and deliver a luxurious experience to high - profile clientele Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, continued supervision of 40 staff, and the promotion of a performance - based environment leveraging individual talents for group benefit Develop and supervise support staff to aid in effective sales, marketing, and service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion, including newsletter and article distribution Ensure effective execution of all administrative, HR, and financial aspects of business management, while analyzing and presenting important information to executive staff, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, referral generation, and the leveraging of cross-sales opportunities Create and implement firm marketing and sales strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of products, services, techniques, and relevant tools, while committing to continued advanced technical education with respect to complex spa, salon, and fitness concepts and studies Act as a liaison between clients, vendors, sales and support staff, and other management partners to facilitate information flow and drive operational efficiency
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Web Marketing and Analytics Consulting — Selected Duties and Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, while developing marketing strategies through strategic target audience assessment and analysis Collaborate in all phases of strategic project planning and automation with senior - level management, including dashboard development, tracking code implementation, campaign execution, and report scheduling Provide guidance and leadership with respect to marketing campaign strategy development, benchmarking, implementation, post-execution analysis, and process optimization Measure the success of website and online marketing initiatives using data and related key metrics and evaluating the digital marketing maturity level, ensuring highest competitive abilities versus industry competitors Validate all data capturing processes and report populations with respective web analytics tools, ensuring the quality and integrity of all data within system as well as all generated reports Utilize experience in BFS, consumer goods, high - tech products / services, media, and digital marketing tools, along with related talent among team with focused collaboration and the promotion of a performance - based environment leveraging individual talents for group benefit Perform A / B and multivariate testing as well as behavior and outcome metrics analyses, reporting results in a clear, accurate, and meaningful manner to clients and management Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention and relationship development Meet and exceed all marketing targets while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of the product and respective marketplace, including pricing and regulatory trends, client requirements, competitor strategies, and product growth Act as a liaison between clients, vendors, sales and support staff, and executive management to facilitate information flow and drive operational efficiency
The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation
Operations Manager — Duties & Responsibilities Prepare complex technical standard operating procedures for organizational implementation Oversee organizational ethics and compliance training administration at facility level Develop and implement training to ensure workforce peak performance Perform safety management studies and approve / disapprove proposed procedures Administer employee appraisals and increase employee motivation and organizational citizenship Manage multi-million dollar air traffic control contracts Effectively lead culturally diverse workforce in domestic and international settings Develop and implement air traffic control flow procedures saving cliental thousands of dollars on a daily basis Serve as liaison with cliental customers and mediate solutions resulting in increased customer investments Develop and administer varied software solutions for clients including KPMG, USAF, and the Chicago Board of Trade Oversee software projects through the various facets of developmental lifecycle Develop software applications using Visual Basic and SQL Server increasing business operation efficiency Create safety management systems which track aircraft incidents and trends Network and manage numerous air traffic control systems decreasing system downtime Develop an employee management system increasing operational efficiency Represent company brand with poise, integrity, and positivity
Import / Export Compliance Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, while executing various operational, support and administrative functions and ensuring both efficient organizational communications and on - going process enhancements Develop and maintain all trade compliance policies and operations procedures, updating regularly according to regulatory enhancements initiated by the US government and other related agencies Provide continuous assessment of all execution and resource utilization tasks, while furnishing oversight and guidance regarding process efficiency, delivery and receiving requirements and schedule adherence Perform needs - based and situational assessments of policies and procedures to improve operational efficiency, manage and reduce costs, promote both staff and client satisfaction, and ensure adherence to related quality control standards Utilize talent among team members with focused collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Prepare complex licenses and agreements in support of all programs, including temporary / permanent export licenses (DSP 5, 6, 61, 73 and 74), foreign employment licenses, technical assistance agreements and amendments, warehouse distribution agreements and other functions Ensure adherence to all Bureau of Tobacco Firearms and Explosives (BATFE) compliance, including submission of permits (ATF 2, 3, 5, 6 and 9), USG and foreign transfers / variances, record - keeping requirements, destructive device movement and shipping requirements Address key client, personnel, and management queries and resolve them in an expedited manner, promoting sustained operational growth through business retention and the leveraging of available resources Oversee critical functions related to technical data transfers and data management, foreign travel and foreign visitor requests Educate, supervise and lead staff in the execution of all related functions, including the execution of audits and briefings Maintain a strong working knowledge of products, services, techniques and relevant tools, while committing to continued advanced technical education with respect to complex concepts and studies as related to position function Act as a liaison between clients, vendors, support staff and other management partners to facilitate information Lead through example with consistent work ethic, attitude, and professionalism, while executing various operational, support and administrative functions and ensuring both efficient organizational communications and on - going process enhancements Develop and maintain all trade compliance policies and operations procedures, updating regularly according to regulatory enhancements initiated by the US government and other related agencies Provide continuous assessment of all execution and resource utilization tasks, while furnishing oversight and guidance regarding process efficiency, delivery and receiving requirements and schedule adherence Perform needs - based and situational assessments of policies and procedures to improve operational efficiency, manage and reduce costs, promote both staff and client satisfaction, and ensure adherence to related quality control standards Utilize talent among team members with focused collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Prepare complex licenses and agreements in support of all programs, including temporary / permanent export licenses (DSP 5, 6, 61, 73 and 74), foreign employment licenses, technical assistance agreements and amendments, warehouse distribution agreements and other functions Ensure adherence to all Bureau of Tobacco Firearms and Explosives (BATFE) compliance, including submission of permits (ATF 2, 3, 5, 6 and 9), USG and foreign transfers / variances, record - keeping requirements, destructive device movement and shipping requirements Address key client, personnel, and management queries and resolve them in an expedited manner, promoting sustained operational growth through business retention and the leveraging of available resources Oversee critical functions related to technical data transfers and data management, foreign travel and foreign visitor requests Educate, supervise and lead staff in the execution of all related functions, including the execution of audits and briefings Maintain a strong working knowledge of products, services, techniques and relevant tools, while committing to continued advanced technical education with respect to complex concepts and studies as related to position function Act as a liaison between clients, vendors, support staff and other management partners to facilitate information lead staff in the execution of all related functions, including the execution of audits and briefings Maintain a strong working knowledge of products, services, techniques and relevant tools, while committing to continued advanced technical education with respect to complex concepts and studies as related to position function Act as a liaison between clients, vendors, support staff and other management partners to facilitate information flow
Sales Management and Business Operations — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing sales presentations, overseeing branch operations / development, and the management of vendor relationships Collaborate in all phases of strategic planning with senior - level management, including cost budgeting, pricing strategies, vendor negotiations, revenue projections, and industry competition Provide continuous assessment of territory and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, pricing, and market trends Identify and utilize talent among team members with focused training efforts, targeted sales professional recruitment, and the promotion of a performance - based work environment Develop support staff to aid in effective sales, marketing, and client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key client queries, including contractor and inventory issues, and resolve them in an expedited manner, promoting sustained revenue growth through client retention Create and implement marketing and sales strategies while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of the product and respective marketplace, including pricing and regulatory trends as well as competitor strategies and product growth Act as a liaison between clients, vendors, sales and support staff, and executive management to facilitate information flow and drive operational efficiency
Sales Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing sales presentations, overseeing district operations / development, and the management of strategic business relationships Collaborate in all phases of strategic planning with senior - level management, including cost budgeting, pricing strategies, vendor negotiations, revenue projections, and industry competition Provide continuous assessment of territory and potential clients, while furnishing oversight and guidance regarding effective business acquisition strategies, pricing, and market trends Identify and utilize talent among team members with focused training efforts, targeted sales professional recruitment, and the promotion of a performance - based work environment Develop support staff to aid in effective sales, marketing, and client service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention and the leveraging of cross-sales opportunities Create and implement marketing and sales strategies while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working technical knowledge of the products / services and respective marketplace, including pricing and regulatory trends as well as competitor strategies and product growth Act as a liaison between clients, vendors, sales and support staff, and executive management to facilitate information flow and drive operational efficiency
Professional Experience Petroliance LLC -LRB-[Insert City, State]-RRB- 7/1996 — Present Credit & Collections Specialist • Oversee all accounts receivables including claims management, charge - backs, customer inquiries, and charge - offs as needed • Act accountable for all credit collections as well as for decisions related to credit approval and suspension • Apply customer remittances to corresponding accounts, while identifying and resolving all posting problems with related cash applications, issuing credit / debit memos regularly, and processing daily cash deposits • Lead overall firm direction with regards to accounts receivable administration and cash flow management, providing relevant guidance, feedback, and direction to finance department staff, management members, and other interested parties • Reduce outstanding receivables and minimize risk associated with marginal customers, consistently exceeding established collections goals while working within all related legal, firm, and industry policies and procedures • Utilize interpersonal skills to maintain quality client service, responding in a timely manner to all documentation requests • Assist credit manager with daily duties as needed
Project Manager — Duties & Responsibilities Oversee 1,000 employee call center operations ensuring efficient, effective, and profitable operations Recruit, train, and direct 25 Senior Call Center Managers ensuring they understand the brand and corporate protocols Design and implement staff training and development initiatives to enhance team skill sets Responsible for the implementation and operation of technical facets such as the Qfiniti platform and Avaya integration Utilize strong background in information technology, web development, engineering, and technical support Design and implement workflow and organizational structure for multiple corporate entities Work closely with various departments including human resources, development, IT, and others to develop strategic plans Analyze corporate structure and create business requirements, process flows, and procedures for organizational efficiency Responsible for the identification and removal of chronic system affecting issues to enhance daily operations Set and coordinate product release timelines and procedures for 23 regional call centers across the United States Coordinate the strategic and operational arms of the release management teams Train and lead release teams ensuring compliance with project budgets and release schedules Oversee all user testing to ensure proper product functionality prior to release Manage website and hardware integration, maintenance, updates, and other technical support issues Set and strictly adhere to departmental budgets and schedules Consistently meet or exceed customer service and project management goals through strong managerial skills Maintain comprehensive records detailing call center activities, product releases, and other pertinent data Build and strengthen relationships with key clients, partners, vendors, and community leaders Interact with support staff and company resources effectively to create the best consumer experience Develop a rapport with customers and orient them to various products and services Ensure customer satisfaction by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity
Business Analyst — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing critical operational, support and administrative analysis functions while ensuring efficient organizational communications and on - going process enhancements Collaborate in all phases of strategic planning with other members of management team, including document and inventory control, data management strategies, sales support, customer relations, issue resolution and industry competition Provide continuous assessment of critical business processes, while furnishing oversight and guidance regarding efficiency and performance optimization considerations Perform needs - based and situational assessments of policies and procedures to improve operational effectiveness, manage and reduce costs, promote both employee and client satisfaction, and ensure adherence to related quality control and profitability standards Utilize talent among team members with focused collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Employ support staff to aid in effective administrative operations, report management, scheduling and other relevant functions, delegating important tasks and assignments while providing timely follow - up to ensure task completion Support the effective execution of all financial aspects of business management, while analyzing, synthesizing and presenting important information to executive staff, stakeholders and other relevant parties Address key client, personnel and management queries and resolve them in an expedited manner, promoting sustained operational growth through staff communication and the leveraging of available resources Create and implement performance and efficiency benchmarks while tracking progress versus established industry metrics Maintain a strong working knowledge of products, services, techniques and relevant tools, while committing to continued advanced technical education with respect to complex concepts and studies as related to job Act as a liaison between clients, vendors, support staff, and other management partners to facilitate information flow and drive efficiency
Minneapolis - based Old Republic National Title Insurance Co. is making use of leading edge technology such as using the Internet for conducting e-commerce and sophisticated client server technology, imaging and work flow applications.
A strong manager keeps the paperwork flowing, follows up, keeps everyone working together and most important, ensures that there is full service for the leads, the customers and the clients.
New seller real estate services are increasing like fruit flies, team signs are everywhere, direct mail is over flowing blue bins, non real estate companies are trying to collect referral fees for leads, regulation bending by real estate agents is endemic and the major franchisers may soon deploy sophisticated technology to attract clients.
Chris Miles, the «Cash Flow Expert,» is a leading authority on how to quickly free up and create cash flow for thousands of his clients, entrepreneurs, and others internationally!
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