Jen Wang

• Managed comprehensive engagement operations, including client acceptance, independence and conflict checks, legal documentation, budgeting processes, and data governance to ensure full compliance and operational precision. • Redesigned and enforced CRM SOPs, improving data accuracy and reducing project setup errors down to near zero. • Compiled monthly financial reports, delivering clear insights that supported leadership’s strategic decisions each month. • Built a comprehensive project management tool in SmartSheet rolled out to 25 initial users (eventually 200+ users). • Built a budget management tool in SmartSheet, enabling office and regional managers across 85+ offices to streamline budgeting processes and improve cost visibility. • Volunteered to lead a firm-wide initiative to train new hires on contract management using Ironclad, ensuring consistent onboarding practices and reducing contract-related errors.

• Effectively manage the internal operations components of the Engagement Management Lifecycle that includes management of new clients and projects, the use of Salesforce, Client Acceptance Project Setup, Independence Tracking, Conflict Checks, Legal Documentation, Project Budget Application Management, Client Care Data Management Upkeep, Project Closeout, and related Reporting. • Assist with data entry upkeep, reporting, and management of Salesforce pipeline opportunities and existing Client Care projects for budget forecasting purposes. • Provide team support to ensure that standard operating procedures are followed for the success of the business. • Assist team members with resolving ad hoc operational support questions with a focus on internal systems, including but not limited to Salesforce, STAR, Chrome River, SharePoint, etc. • Other operational tasks that include ad hoc research and strategic initiatives to help with operational efficiency and effectiveness for internal support and client delivery.

• Oversaw all daily operations for the Chicago office, coordinated intern schedules and resource allocation, and implemented process improvements. • Entered billing time, reviewed invoices, and prepared monthly expense reports, ensuring accurate financial records and timely reimbursements. • Ran conflict checks, prepared and sent engagement letters, and set up Salesforce projects using CRM tools, reducing onboarding delays and maintaining compliance. • On-boarded and trained new hires on company systems, including Salesforce, enabling them to become productive quickly. • Coordinated and planned Chicago office and firm-wide events, and organized company gifts that boosted employee morale.

• Provided customer support to 50+ customers per week, resolving inquiries promptly and maintaining high satisfaction levels. • Processed payments, invoices, and collections with QuickBooks, handling 30+ invoices monthly and ensuring on-time payment processing • Managed shipping logistics for 120+ customer orders each month, coordinating carriers to meet delivery schedules

• Managed daily operations of the company, overseeing project management, client correspondence, staff scheduling, inventory control, and invoicing, which streamlined workflows and reduced processing time. • Created business proposals and statements of work, delivering clear project scopes that helped win new client contracts. • Planned trade show events and produced marketing and presentation materials with Microsoft Office Suite, increasing booth traffic and lead generation

• Prepared and distributed daily office communications, managed conference room scheduling, and assisted in event planning • Fulfilled marketing supply requests, executed client mailings, managed all supply orders, and tracked inventory • Answered and forwarded incoming phone calls, voice mail messages, and faxes to designated staff • Managed and created all client files, scan and e-filed documents, and assisted in clients’ online account setup

• Kept cases updated by establishing and organizing files, monitoring calendars and docketing dates from court orders, inputting information into a file database and case management software • Prepared and filed exhibits, motions, appeals, notices, and other documents with the court • Communicated with clients and attorneys to confirm case status, schedule meetings, interviews, and depositions. • Ordered supplies, managed inventory, handled incoming phone calls, and managed conference room bookings

• Promoted the use of an autonomous kiosk that distributes medications while being remotely controlled by a telepharmacy • Encouraged target audience to transfer their prescriptions, assisted new patients with usage of the kiosk from start to end of transaction and took observations to improve the experience. • Worked closely with remotely based Pharmacists and Help Desk Engineers to troubleshoot technical difficulties

• Performed preliminary examination of patient and maintained patient charts, updated patient prescriptions and information • Responsible for scheduling appointments, sale and distribution of frames, lenses, and contact lenses • Handled fax/copies of prescriptions and verification forms

• Engaged with target audience and create network-friendly environment to promote product • Represented brand in positive light to increase brand awareness and sales • Embodied the corporate identity in appearance, demeanor, values, and ethics and works professionally with high profile clientele