Ana L. Jones

Current

Relationship Management Coordinator at Porzio, Bromberg & Newman, P.C.

Past

CRM Implementation Specialist at Porzio, Bromberg & Newman, P.C.
Legal Secretary at Porzio, Bromberg & Newman, P.C.
Software Training and Applications Support Specialist at Porzio, Bromberg & Newman, P.C.

Legal Secretary at Porzio, Bromberg & Newman, P.C.
Legal Secretary at Sanchez, Sanchez & Santoliquido, Esqs.

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Industry

Legal Services

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Ana L. Jones’s Experience

Relationship Management Coordinator

Porzio, Bromberg & Newman, P.C.

(Privately Held; Legal Services industry)

April 2007 — Present (2 years 8 months)

Responsible for training, maintenance and utilization relating to InterAction version 5.6, the firm's relationship management software. Specifically:
-Loading data into InterAction
-Importing User's Contacts
-Configuring PIM integration
-Configuring the Application Server
-Creating folder templates
-Creating working and marketing lists
-Creating contact types
-Managing InterAction users leaving and joining the firm
-Creating Reports
-Managing Mailings and Managing Events
-Creating Web Client Profiles
-Creating Folder Dependency Analyzer Rules
-Maintaining data quality of database
-Manage tickets in the data change management inbox
-Merging duplicate contact data
-Finding and replacing data
-Exporting Contact Information
-Initial Data Load Cleansing
-Training end users
CRM Implementation Specialist

Porzio, Bromberg & Newman, P.C.

(Privately Held; 201-500 employees; Legal Services industry)

April 2006 — April 2007 (1 year 1 month)

Responsible for management, configuration, data conversion, pilot testing, firm-wide roll-out, training and support of InterAction.
Legal Secretary

Porzio, Bromberg & Newman, P.C.

(Legal Services industry)

July 2005 — April 2006 (10 months)

Secretary to the firm's bankruptcy department.
Software Training and Applications Support Specialist

Porzio, Bromberg & Newman, P.C.

(Privately Held; 201-500 employees; Legal Services industry)

April 2004 — July 2005 (1 year 4 months)

Responsible for training persons on the programs used at the firm, as well as for assisting them with post-training questions and concerns. In addition to working with the IT Services Dept. and with firm employees to identify ways to increase and broaden utilization of the firm's technology.
Legal Secretary

Porzio, Bromberg & Newman, P.C.

(Privately Held; 201-500 employees; Legal Services industry)

June 1997 — April 2004 (6 years 11 months)
Legal Secretary

Sanchez, Sanchez & Santoliquido, Esqs.

(Privately Held; 11-50 employees; Legal Services industry)

July 1987 — June 1997 (10 years )