Resume

Work Experience

2023 - Present

Senior Client Success Manager

Wolters Kluwer/Legal & Regulatory Division - NY

Serves as the primary point of contact for assigned clients, including general counsels, legal operations teams, and law firms, Focuses on understanding their needs and ensuring client satisfaction; Provides expert guidance and advice to clients on best practices for utilizing the software efficiently and effectively in their day-to-day operations; Collects and analyzes client feedback to drive product enhancements and contribute to the overall product roadmap; Translates complex technical information to clients and their technical teams; Works cross-functionally with account managers, product managers, support teams and software developers.

2019-Present

Research Analyst

Harbor Global- NY

Provides in depth legal, news, financial and business research for the clients of HBR Consulting; Provides cost-effective legal and non-legal research and reference to attorneys, paralegals, administrative staff and clients using a variety of print and online resources; Creates and monitors alerts for news, SEC filings, dockets and other sources as requested; Routinely conducts SEC research, corporate research, litigation research and legislative research.

2019 - 2023

Director of Client Success

Casefuel - CA

Managed a team of account managers who supported over 60 accounts and generated over $1 million in annual revenue;   Developed the onboarding process and client journey; Maintained client relationships with high quality service,  coaching and expectation setting; Innovated with new methods to support the client experience, results and retention; Provided sales and marketing support for small law firms; Monitored and tracked ad performance on digital marketing platforms such as Facebook, Google Search Ads, YouTube and Tik Tok; Supported estate planning, bankruptcy, personal injury, and family law firms.

2017 - 2020

HR Investigator

The Clemons Group- NY

Reviewed harassment and misconduct allegations filed by Forest Service employees; Conducted interviews with all parties; Provided detailed statements for the employee’s signature; Gathered documentation and sworn statements; Created a detailed report for Employee Relations with recommendations for action if needed; Assisted in identifying patterns and deficiencies that need management attention; Investigated and offered solutions to employee complaints and concerns.

2009-2017

Client Success Manager/ Legal Research Specialist

Bloomberg BNA/Bloomberg Law- NY

Partnered with clients and maintained relationships; Focused on driving usage and retention; Worked closely with clients to assist in conducting financial, legal, legislative and regulatory research; Identified helpful resources, assisted with research questions; Conducted presentations, trainings (including CLE’s for attorneys) and hosted events for clients; Worked directly with sales representatives to share leads information based on developing relationships.

2006-2009

Reference Law Librarian

Manhattan District Attorney's Office

Conducted legal, medical, psychological, business and general research; Acquired research data from diverse sources including books, Lexis Nexis, Westlaw, Accurint, Proquest, PsychInfo, Dun & Bradstreet; Compiled legislative histories, Maintained in house databases; Researched expert witnesses; Facilitated interlibrary loans; Evaluated information resources and solved computer problems; Created and maintained RSS feeds; Provided legal research training; Developed training classes.

Education

2006-2007

Masters in Library and Information Science

St. John's University - Queens, NY

2001-2005

Bachelor of Arts In Political Science

Hampton University - Hampton, VA

Skills & Expertise

Legal Research

Skilled in collecting, processing, and interpreting complex data sets to provide actionable insights and support data-driven decision-making.

Computer Science

Proficient in fundamental computer science concepts, including algorithms, data structures, and software development principles, enabling effective problem-solving and programming.

Content Management System

Experienced in organizing, creating, and maintaining digital content to ensure it is up-to-date, accessible, and engaging for the target audience.

HTML & CSS

Competent in writing and debugging HTML and CSS code to develop and style responsive, user-friendly web pages and applications.

 

CMS & CRM

Knowledgeable in managing and utilizing Content Management Systems (CMS) and Customer Relationship Management (CRM) tools to streamline content workflows and improve customer interactions.

Email Marketing

Adept at designing, executing, and optimizing email marketing campaigns to boost engagement, nurture leads, and drive conversions.

Products I’ve Worked With