Hire the Best Magnolia International Magnolia Specialists

Overview 🧩 Virtual Assistant | Intake Specialist | Customer Service Representative | Administrative Operations I am a bilingual customer service and legal intake professional with over 8 years of experience supporting clients, managing communications, scheduling appointments, and handling administrative operations in fast-paced environments. Throughout my career, I have worked in customer service, team leadership, coaching, and legal intake roles, developing strong communication, organization, and problem-solving skills. Most recently, I have worked remotely as an Intake Specialist for Social Security Disability, Personal Injury, and Criminal Defense law firms, where I evaluate potential clients, conduct intake interviews, manage calendars, schedule consultations, maintain CRM databases, and ensure clients receive excellent service throughout the intake process. What I bring to the table: ✅️ Strong client communication and relationship-building skills ✅️ Bilingual support in English and Spanish ✅️ Extensive experience handling inbound and outbound calls ✅️ Ability to manage high-volume communications while maintaining accuracy ✅️ Exceptional organizational and time-management skills ✅️ Experience working independently in remote environments ✅️ Strong attention to detail when collecting and documenting client information ✅️ Leadership and coaching experience, including supervising teams and monitoring performance ✅️ Customer-focused mindset with a commitment to providing excellent service ✅️ Ability to learn new systems and processes quickly Tools & Platforms I have worked with 💻 Clio Grow 💻 Case Management Systems (CRM) 💻 Client Intake Software 💻 Calendar Management Systems 💻 Slack 💻 Microsoft Teams 💻 Email Management Systems 💻 SMS Communication Platforms 💻 Phone Systems (Inbound and Outbound Calls) 💻 Ring Central 💻 Microsoft Office Suite

I’m an Admissions & Intake Specialist with experience managing 40-60 inbound inquiries and 100+ outbound calls daily in fast-paced environments. I specialize in building rapport quickly, asking the right questions to assess client needs, and guiding conversations toward clear next steps. What I can help with: • Client intake & lead qualification • Inbound & outbound call handling • Appointment scheduling & follow-ups • CRM management (Salesforce, CTM) • Customer support (phone, email, chat) • Data entry & documentation • Virtual Assistance • Administrative Support • Inbox/Calendar Management I’m comfortable handling sensitive or high-stress conversations and maintaining professionalism while keeping workflows organized and efficient. If you’re looking for someone reliable who can communicate well, stay organized, and keep your pipeline moving, I’d love to work with you.

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Authorized to work in the US for any employer Skills * Bilingual *RON & mobile notary *Field Service I have experience with Google Docs, Google Sheets, Gmail, Outlook,all Microsoft products, excel, proposify, jobber CRM, Housecall Pro CRM, ESC CRM, encircle, xactimate, go daddy website building, Amazon seller, adobe pro version, chat gpt pro version, Google Gemini, amongst others. * Esc (5 years) * Sage Quest (2 years) * Customer Service (8 years) * Data Entry (6 years) * Excel (3 years) * Filing (7 years) * Fax (10+ years) * Hiring (3 years) * Inventory (3 years) * Management (4 years) * Typing (10+ years) * Word (5 years) * Administrative Support * Sales * Receptionist * Scheduling * Administrative Assistant * Payroll * Microsoft Office * Quickbooks * Billing * Auto Service Management * Accounts Receivable * Accounts Payable Dispatching * Office Management

Turning complex situations into clear next steps. For more than 15 years, I have helped clients navigate situations that can feel overwhelming, confusing, or time-sensitive. Whether supporting small business owners seeking funding, assisting clients through legal and tax processes, conducting intake and onboarding, or managing customer relationships, my focus remains the same: helping people feel heard, informed, and confident about what comes next. I specialize in client success, legal intake, customer support, onboarding, account management, business coaching, and bilingual English/Spanish communication. Throughout my career, I have worked with law firms, tax professionals, small business owners, funding programs, and service-based organizations where trust, communication, and attention to detail are critical. What sets me apart is my ability to combine professionalism with genuine client care. Not everyone knows how to ask for what they need, especially when they are stressed, overwhelmed, or navigating unfamiliar situations. I take pride in asking the right questions, listening carefully, and creating a positive experience from the first interaction through resolution. Core Services: * Client Success & Account Management * Legal Intake & Client Concierge Services * Customer Support (Phone, Email, Chat & SMS) * Client Onboarding & Relationship Management * Business Coaching & Small Business Support * Bilingual English & Spanish Communication * Administrative & Operations Support * Team Training, Coaching & Quality Assurance Whether you need someone to support clients, strengthen customer relationships, improve onboarding, manage intake, or serve as a trusted extension of your team, I bring the experience, professionalism, and communication skills needed to help your business grow. Platforms & Technology: Salesforce, Salesforce Service Cloud, HubSpot, Zoho CRM, Keap (Infusionsoft), GoHighLevel (GHL), Hydro2, Vtiger, Oracle CRM, Pipeline CRM, Retool, Airtable, Avaya, Cisco Unified Contact Center, RingCentral Contact Center, BMC Remedy, Oracle Service Cloud, Freshdesk, Zendesk, Intercom, Clio, MyCase, TaxDome, RingCentral, Zoiper, Twilio, Dialpad, Grasshopper, Google Voice, Toky, Calendly, Slack, Microsoft Teams, Zoom, Google Meet, Webex, Discord, SharePoint, OneDrive, Dropbox, Microsoft Office Suite, Google Workspace, Outlook, Excel, Word, PowerPoint, Adobe Acrobat, DocuSign, QuickBooks, Stripe.

Hi, I'm Mary The Founder of BookedVibesCollective an Inbound Sales & Lead Follow-Up Agency. I help businesses respond to leads quickly, follow up consistently, build relationships, and convert more opportunities into revenue. With 25+ years of experience in sales, customer engagement, enrollment, and customer communication, I specialize in working warm leads through phone calls, text messages, email, and CRM follow-up. My approach is consultative, relationship-driven, and focused on creating a positive customer experience while keeping opportunities moving forward. My services include: • Inbound Lead Response • Warm Lead Follow-Up • Lead Nurturing • Appointment Setting & Confirmation • Discovery Calls • Customer Success & Retention • CRM Management & Pipeline Tracking • Multi-Touch Phone, Text & Email Follow-Up • Sales Support & Enrollment Assistance • Customer Communication & Engagement As a former educator turned sales professional, I bring strong communication skills, active listening, empathy, and the ability to quickly build trust with prospects and customers. I am experienced with Salesforce, Pipedrive, Close CRM,, Google Workspace, Calendly, dialers, AI-assisted communication tools, and a variety of CRM and sales platforms. I believe every lead deserves a timely response and consistent follow-up. Many sales happen after multiple touchpoints, and I take pride in helping businesses stay connected with prospects throughout the decision-making process. If you're looking for a dependable professional who can engage leads, strengthen follow-up efforts, improve customer communication, and support your sales process, I'd love to connect. Mary F Founder of BookedVibesCollective