Confidential CompanyClient Intake Support Specialist
Aug. 2017 - Mar. 2025Updated and led the client intake process, managing 150-200 new clients annually to ensure a seamless
onboarding experience and clear communication of service expectations.
• Streamlined intake workflows and documentation procedures, reducing onboarding time by 40%
while maintaining confidentiality and adherence to NDA protocols.
• Collaborated with cross-functional teams to address client needs and ensure swift resolution of
issues, enhancing client trust and long-term relationships.
• Implemented APIs to automate routine processes, saving over 7 labor hours per week.
• Developed and implemented client satisfaction feedback loops, improving overall client retention by
20%.