Executive Operations Specialist
About Me
I am an executive administrative and legal operations professional with more than 10 years of experience supporting executives, legal teams, and remote organizations across corporate, government, and technology environments.
I specialize in CRM implementation, legal tech operations, workflow automation, and client intake optimization using platforms such as Lawmatics, Clio, QuickBooks, Zoho, and Google Workspace.
I have extensive experience in remote operations, executive coordination, client onboarding, and CRM configuration for law firms and service businesses. I am known for improving operational efficiency, streamlining workflows, and supporting high-volume client environments.
In my recent roles, I have implemented and configured CRM systems, built legal intake pipelines, automated follow-ups, coordinated executive calendars, and supported billing and financial records. I also provide training and troubleshooting to help teams adopt new systems successfully.
My background includes legal administrative work in government institutions, where I managed legal documentation, evidence files, internal communication, and compliance with case procedures and timelines.
I also bring strong bilingual communication skills in Spanish and English, along with a solid foundation in business administration, law, innovation, and marketing. I am comfortable working in fast-paced, remote, and cross-functional environments.
Overall, I am focused on helping organizations improve client experience, operational structure, and team productivity through efficient systems, clear communication, and reliable administrative support.
Skills
Customer SupportSlackGoogle WorkspaceProcess OptimizationOperations ManagementQuickbooks
Education
Master's Degree in Innovation & Marketing
Bachelor in Business Administration
Bachelor of Law
Experience
Implement and configure Lawmatics CRM systems for law firms across the U.S.; build and optimize legal intake pipelines, workflows, automations, and client onboarding systems; configure automation triggers, follow-ups, and document workflows; deliver training sessions for legal teams; troubleshoot configuration issues; document workflows and system configurations; collaborate with internal implementation teams via Slack and remote project tools.
Managed client intake and consultation scheduling using Lawmatics CRM; configured intake workflows and automated client follow-ups; coordinated executive calendars, legal consultations, and case deadlines; oversaw billing and financial records through Clio and QuickBooks; acted as the primary client communication liaison; implemented digital document management processes.
Coordinated remote operational projects using Zoho CRM and Google Workspace; managed appointment scheduling, client communications, and support workflows; processed invoicing and accounts receivable follow-ups; organized shared documentation systems for distributed teams.
Managed legal documentation and evidence files for criminal case proceedings; coordinated internal communication between prosecutors and administrative teams; ensured compliance with legal documentation procedures and case timelines.
Provided executive administrative and legal support for the Office of the President of Guatemala; coordinated executive communications, schedules, and internal documentation; assisted in strategic operational coordination across government departments.