I am a Support and Sales Professional with over 9 years of experience in Technical Support, Customer Support, Sales Support, Service Delivery, and Subject Matter Expertise. I focus on delivering excellent customer experiences, solving problems effectively, and supporting business growth through strong communication and reliable service.
Most of my experience comes from working almost 9 years at Concentrix, where I handled system troubleshooting, outbound qualification, training support, and customer assistance for small businesses and accountants. I am experienced in resolving technical issues, assisting with account and access concerns, and guiding users through platform navigation in a clear and patient manner.
As a Subject Matter Expert, I supported high-performing teams by providing training, coaching, and product guidance. I helped ensure that agents met client expectations, maintained product knowledge, and followed company standards. I also contributed to improving processes that increased team performance and customer satisfaction.
In service delivery, I managed outbound calling campaigns, reached out to clients proactively, qualified leads by understanding their needs, and scheduled meetings between accountants or firms and account managers. I also conducted onboarding and demo sessions to help users understand how to navigate the system and manage their accounts more effectively. I am comfortable offering upgrades and new solutions, especially after resolving customer issues.
I also have experience as a Customer Sales Representative at Azpired Inc. (formerly eBusiness BPO), where I assisted customers with loan product inquiries, explained loan terms and qualifications, guided them through the application process, securely collected documents, and pre-qualified applicants based on criteria.
I bring strong customer empathy, technical troubleshooting skills, sales experience, leadership abilities, and consistent professionalism. I am dedicated, adaptable, and committed to providing quality service and support to both customers and teams.
Experience: 5 - 10 years
Utilized Salesforce to record and manage leads, update customer information, and document interactions to ensure accurate reference for other agents. Also generated and tracked tickets or case IDs through Salesforce to support efficient issue resolution and customer follow-up.
Experience: 5 - 10 years
Delivered multichannel support (phone, chat, email) to small businesses and accountants. Handled account discrepancies, order issues, refunds, and escalations with professionalism. Provided technical support for login issues, bank reconciliations, and recording customer and supplier invoices. Maintained accurate client records to support compliance and follow-up procedures.
Experience: 2 - 5 years
Proactively made outbound calls and sent emails to accountants and accounting firms, assisting them with data entry and system utilization. Qualified accountants to match product offerings with client needs. Collaborated with account managers for seamless customer handoffs and relationship management
Experience: 5 - 10 years
Provided comprehensive account and customer support, including data entry and troubleshooting concerns such as recording customer and supplier invoices, performing bank reconciliations, and generating financial reports. Monitored bank transactions and managed inventory using QuickBooks Online to ensure accuracy and operational efficiency.
Experience: 5 - 10 years
Assisted small businesses in managing financial data using QuickBooks Online and addressed troubleshooting concerns with empathy and understanding through chat support.
Experience: 5 - 10 years
Supported small business clients in managing and maintaining accurate financial data using QuickBooks Online. Resolved technical and account-related concerns via chat with empathy and professionalism to ensure client satisfaction.
Experience: 2 - 5 years
As a Sales Support professional, I qualify and engage small businesses and accounting firms, understanding their pain points to recommend the most suitable Intuit QuickBooks plans. I ensure clients maximize the value of QuickBooks while supporting efficient sales processing and seamless account management
Experience: 2 - 5 years
Scheduled and facilitated onboarding and product demonstration sessions for accountants and accounting firms via Zoom and Microsoft Teams. Ensured they fully optimized Intuit QuickBooks to effectively manage both their own and their clients’ financial records, enabling successful client onboarding and improved operational efficiency.
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