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Retrieve records in a deadline-driven environment by communicating with customers, medical offices, hospitals, government offices, and businesses. Manage a 200–350-file caseload, conduct follow-up calls, maintain files and notes, calendar callbacks, prepare client status reports, and assist with mobile notary services and subpoena service.

Drives new business and revenue growth for the Court Reporting division by prospecting attorneys and law firms, expanding existing accounts, managing client relationships, conducting legal education opportunities, maintaining CRM records, forecasting opportunities, networking, and meeting sales goals. The role is approximately 75% client-facing and requires travel throughout the San Diego territory, including field visits and industry events.

Develops new business and expands existing accounts for attorney services, particularly subpoena-based records retrieval. Responsibilities include prospecting law firms and attorneys, conducting client visits and legal education opportunities, managing CRM data, cross-selling, forecasting, networking, meeting sales targets, and reporting results. The role is remote but requires field activity two to three times weekly in the Sacramento area.

Manage and improve Salesforce CRM operations, ensuring data integrity, workflow automation, and sales process efficiency. Analyze sales bottlenecks and performance metrics, build Excel dashboards, document processes, train sales representatives, and collaborate with sales and business development stakeholders to improve CRM adoption, productivity, and sales outcomes.

Develops new business and expands existing accounts for attorney services, especially subpoena-based records retrieval. Identifies prospects, conducts client visits and legal education events, manages CRM data, cross-sells services, maintains client relationships, networks within the legal industry, forecasts opportunities, and meets sales goals across a prescribed territory.