Marisa Wolpert
Location
Glenwood Landing, NY (ET)
Education, Experience, and Certifications
Juris Doctor, Touro College Jacob D. Fuchsberg Law Center
Bachelor of Science in Management, Binghamton University
10+ years supporting Global Large Law Firms, General Counsel, Managing Partners, C-suite executives, and Founders across legal technology, healthcare, and professional services — managing enterprise portfolios up to $15M in ARR and building client success functions from the ground up.
3+ years as a practicing attorney — bringing legal fluency, regulatory compliance, and confidentiality.
Additional experience in enterprise Customer Success Operations and GTM support across SaaS and legal tech environments.
Industries Served:
Legal technology and research platforms serving AmLaw 100 law firms and Fortune 500 legal departments
Healthcare SaaS supporting enterprise fertility clinic networks and health system executives in regulated, high-stakes environments
Early-stage and venture-backed high-growth SaaS companies
What I Bring to Teams
Streamlined Communications
Slack, Zoom, Gong, Canva
Inbox + LinkedIn triage
CRM hygiene, pipeline updates + revenue ops support
Newsletter writing, formatting + distribution
Meeting recaps, action items + follow-through
Project + Initiative Support
Asana, Jira, Notion, Airtable, Stripe, Google Sheets, Microsoft Excel, Zendesk
End-to-end project coordination + timeline management
SOP creation, playbook development + process documentation
Cross-functional initiative coordination + follow-through
Operational framework design built to scale
Executive Operations
Google Workspace, Microsoft 365, Calendly, DocuSign, Notarize, Dropbox, Mixmax
Calendar architecture + proactive scheduling
Inbox management, triage + prioritization
Travel planning + itinerary coordination
eSignature workflows + document execution
Expense tracking + billing coordination
Internal comms + leadership cadence
Systems + Automation
ChatGPT, Claude, Loom, Scribe, Zapier, Airtable
AI-powered workflow design + process optimization
SOP creation, documentation + repeatable task systems
Meeting transcription, summaries + action-item capture
Async video communication + screen recording
Step-by-step workflow documentation
Strategic Partnership
Salesforce, Hubspot, Asana, Pipedrive
Operational bridge between executive vision + team execution
Stakeholder relationship management + alignment across functions
Partner + vendor outreach coordination + follow-through
Pipeline tracking, meeting prep + briefing materials
Client trust-building across high-expectation, long-term relationships
Cross-functional initiative support across GTM + delivery teams
When I was 10, I wanted to be: Singer
Go-to take out spot: Pearl East for Gluten Free Chinese
If I were to pick one show to re-watch 100 times it would be: Gilmore Girls or Schitt’s Creek
Something that brings me joy: Spending time with my family
One meme that sums up my sense of humor:
Ready to meet your Advocate®?
Fill out our inquiry form and get ready to get some time back!
