Estate Planning & Probate Paralegal

Law Office of Celeste Robertson Corpus Christi, TX January 2025–April 2025

Director of Business Development and Operations

ConsultCyndi Remote December 2021-December 2024

• Led the development and growth of a fully remote digital startup, managing business formation (LLC/S-Corp filings), contracts, and operational processes.
• Implemented systems to strengthen customer relationships, resulting in high retention and strong referrals.
• Oversaw cross-functional teams and streamlined operations using agile methods.
• Directed marketing strategies across blogs, newsletters, social media, and podcast appearances, enhancing brand visibility and campaign performance.
• Increased social media following by 80% through targeted campaigns, driving website traffic and boosting sales conversions.
• Launched and grew ConsultCyndi’s CALM Training Online Certification course to a stable $6,000+ monthly revenue stream during 2024 with a projected gross revenue of $144,000 for 2025.
• During this long-term contract, my disabled adult niece moved in with me, and I became her full-time caregiver (see below). Despite this responsibility, I successfully managed all of her needs while fulfilling my role in this position.

I requested not to have my three-year contract renewed in December as I decided to transition into the legal field. I also helped the owner find a great replacement to ensure the business continued to succeed.

Personal Healthcare Coordinator & Disability Benefit Manager

Private Client Corpus Christi, TX June 2022-August 2024

Designated Representative, CLASS Medicaid Waiver Program

• Assisting client with navigating the application and benefits process for disability-related services.
• Coordinating and managing staff and service providers for personal care attendants to include the hiring and onboarding process, annual written reviews, ongoing training related to client’s specific care needs, and terminating employees when needed through a documented process.
• Coordinating and managing therapeutic benefits for client to include equine, art, music, speech, recreational rehabilitation, and dental benefits.
• Maintaining required documentation and ensuring compliance with Medicaid regulations and client eligibility criteria.
• Optimized utilization of the associated $225,000 annual benefit contract.

Representative Payee Coordinator, Social Security Programs (SSI and SSDI)

• Successfully navigated the appeals process to reinstate SSI benefits for a client, rectifying issues caused by a previous Representative Payee who allowed benefits to lapse.
• Managed Social Security benefits as a Representative Payee, ensuring proper allocation of funds for client needs, including housing, healthcare, and living expenses.
• Provided guidance on budgeting and financial responsibilities while maintaining detailed records of expenditures.
• Assisted with annual reviews and audits by providing required documentation to SSA.
• Coordinated with clients, family members, and professionals to ensure financial stability and timely reporting to SSA on changes in circumstances.

Personal Healthcare Coordinator

• Provided comprehensive administrative support for a disabled client, managing all aspects of healthcare coordination, including scheduling doctor appointments, finding specialists, and obtaining medical reports.
• Facilitated communication across multiple healthcare specialties to ensure coordinated care.
• Assisted with transportation to medical appointments and managed prescriptions and durable medical goods.
• Maintained organized records of medical history, appointments, and prescriptions to ensure efficient and timely healthcare management.

In August 2024, my client relocated to Austin, and I transitioned out of the role of Personal Healthcare Coordinator. However, I will continue as her Representative Payee for Social Security and her Designated Representative for the Medicaid Waiver program to ensure uninterrupted benefits. Included for relevancy to Medical Malpractice, Disability Advocacy/Representation, Social Security Benefits legal case work.

Project Manager

Freelance | January 2020 – November 2021

• Accepted temporary, remote freelance contracts to provide operational development, project management, and content marketing support to established businesses.
• Worked across diverse industries, including assisted living centers, writers, bloggers, speakers, software developers, digital marketers, nonprofits, and more.
• Established online learning systems, websites, blogs, and social media accounts while managing project workloads.
• Oversaw full-scale technical project management for 20+ clients at a seven-figure niche marketing agency.
• Managed all aspects of freelance operations, including client acquisition, bookkeeping, taxes, accounting, contract creation and negotiation, time management, and marketing.

A pleasant change to doing instead of just delegating but ceased freelancing to take a long-term contract with ConsultCyndi.

Co-Founder, Project and Account Manager

CodeBrainMedia, LLC Remote August 2014-January 2020

• Provided enterprise-level clients with high-precision websites focused on content architecture, brand identity, user experience, technical SEO, and seamless performance for all users and stakeholders.
• Managed all aspects of technical project delivery, including collaboration with subcontractors, clients, and stakeholders, as well as overseeing contract creation, negotiation, and comprehensive business operations.
• Administrative responsibilities included invoicing, collections, payroll, and detailed record-keeping.
• Achieved $165,000 annually in recurring maintenance agreements and averaged $220,000 per year in client contracts for product, website, and software development.
• Attended WordPress industry tech conferences (WordCamps) as both speaker and attendee.
• Sponsored other Women in WordPress to attend and speak at WordCamps to promote their own businesses.

CodeBrain Media transitioned to a part-time solo operation in January 2020, allowing me to prioritize family commitments. My business partner continues to manage several client accounts established during our partnership.

Product Marketing Manager

ServerPress.com Remote January 2015 – February 2016

• During my tenure, the company saw a ~150% increase in revenue.
• Key initiatives included launching a new website, rebranding, implementing targeted marketing strategies, and expanding community outreach.
• I spearheaded aggressive social media campaigns using Twitter and Google Analytics, conducted A/B testing, and executed email drip campaigns, among other marketing strategies, to drive growth.
• Simultaneously, I managed internal product development, customer support, and administrative duties for the team.
• Attended WordPress industry tech conferences (WordCamps) as both speaker and booth vendor/sponsor team member.

This part-time role was held concurrently with my work at CodeBrain Media and concluded when CodeBrain required my full-time focus.

Technical Project Manager

WebDevStudios Remote February 2014-August 2014

• Managed technical projects for enterprise-level websites and web applications within a fully distributed WordPress development agency.
• Led all internal and external communications related to discovery, scope, and resource delegation and management across teams for the development, testing, deployment, and long-term maintenance of client websites and software.
• Focused on key areas
  • Site maps and user flows
  • Site and content architecture
  • User experience
  • Accessibility compliance
  • Pixel-perfect QA processes
• Oversaw a team of 14 internal employees and managed 20 client accounts.
• Attended WordPress industry tech conferences (WordCamps) as attendee and non-sponsored company representative.

I transitioned from this position to establish CodeBrain Media, seeking greater work-life balance for myself and my family while completing my undergraduate degree.

Executive Assistant Project Manager

BrainStorm Media Remote June 2013-January 2014

• Executive Assistant to agency owner, helping with administrative tasks such as inbox management, calendaring, inbound lead follow up, contract creation for new clients, etc.
• Assisted in managing projects within a fully distributed agency specializing in enterprise-level websites, web applications, and premium WordPress themes and plugins.
• Facilitated communication between clients and developers to ensure alignment with client goals and organizational objectives.
• Partnered with the Creative Director to support client brand development and with the Technology Director to advance site and product development.
• Oversaw quality assurance for all websites and applications, ensuring excellence both pre- and post-launch.
• Implemented GIT branched development workflows and employed a hybrid SCRUM methodology for project management.
• Directed comprehensive unit testing and QA processes at all stages of development.
• Strengthened the agency’s industry presence through:
  • Community engagement initiatives
  • Strategic content planning and management
  • Social media oversight
  • Representing the company at WordCamps as a speaker and attendee
  • Contributing guest articles to the broader tech community.

This company was acquired by 10up, LLC in December 2013, resulting in the elimination of my position in January 2014.

Digital Marketing Specialist

Freelance Remote January 1999-May 2013

• Designed, developed, and maintained websites, social media accounts, and content marketing strategies for small business clients through one-on-one collaboration.
• Created wireframes, developed site maps, and architected content to deliver customized websites that met client needs and improved user experiences.
• Built static HTML websites on self-managed servers using the .NET Framework with tools such as Dreamweaver, Blogger.com, and Google Sites.
• Transitioned to the WordPress ecosystem, utilizing themes and plugins to develop dynamic, user-friendly websites.
• Managed domain registrations and configured domain-based email systems for small business clients.
• Provided strategic content marketing support, including blogging, email newsletter campaigns, and social media outreach, to enhance client visibility and engagement.

I leveraged freelance work to build in-depth expertise in my field while raising and homeschooling four children, all while steadily pursuing my undergraduate degree as time permitted.

MEDIA FEATURES & APPEARANCES

Media mentions about me on external sites, randomly organized.