Lori Altobelli

Processed property additions for existing clients, following review of legal and setup paperwork, while maintaining constant communication with client for status updates, and assisting customer support.

Sent addendums and applications via DocuSign to existing clients & prospects.

Managed distribution of inbound leads from various platforms to respective Account Executives.

Generated Sales reports for Sales Representatives to measure progress at an individual level and also as team.

Created automated onboarding process and email template for SMB Dues and RentPayment customers.