Brooke Zander

Customer Success Manager | Client Lifecycle & CRM Strategy | Data-Driven Retention & Operational Excellence

Role
Legal Intake Specialist - Supervisor at Moskowitz Law Group, Llc
Location
Oakland, NJ, US
LinkedIn followers
500 followers

About Brooke Zander

Customer-focused professional with a strong background in client onboarding, CRM management, data analysis, and cross-functional collaboration, supporting both high-growth and service-driven organizations.I specialize in translating customer data into actionable insights that improve customer experience, retention, and operational efficiency. In my current role, I lead intake and onboarding operations, partner closely with leadership and marketing teams, and implement process improvements that increase conversion and client satisfaction.Previously, I worked in sales development and market research, where I managed Salesforce pipelines, analyzed engagement and conversion trends, and developed playbooks that improved team efficiency and consistency. My experience spans the full customer lifecycle — from acquisition and onboarding to relationship management and ongoing support.I’m known for being detail-oriented, highly organized, and calm under pressure, with a passion for building scalable processes and advocating for the customer while driving business outcomes.

Experience

  1. Legal Intake Specialist - Supervisor

    Moskowitz Law Group, Llc

    Feb 2024 — Present · Hackensack, NJ, US

    Supervise and lead client intake and onboarding operations, ensuring a consistent, high-quality customer experience from first contact through case engagement • Manage and coach intake team members, providing training, performance feedback, and workflow guidance to support service standards and operational goals • Partner cross-functionally with attorneys and marketing teams to align client data capture, reporting, and service delivery • Analyze inquiry trends, conversion metrics, and lead quality to identify opportunities for process improvements and increased client conversion • Own CRM and case management system accuracy, improving data integrity, reporting reliability, and visibility into the client lifecycle • Develop and implement new intake processes that increased operational efficiency, improved response times, and enhanced client satisfaction • Prepare client summaries, intake reports, and performance insights to support leadership decision-making and business development efforts

Education

  • Kean University

    Bachelors

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Brooke Zander — Legal Intake Specialist - Supervisor at Moskowitz Law Group, Llc in Oakland, NJ, US | Unifers