QuickBooks Internship in a Retail Services
Cold Caller / Appointment Setter
• Prequalify leads (Condition, Price, Motivation, Timeline)
• Book Appointments and inform the Buying Specialist
• Manage CRM, Data Entry and Follow-up Cold Leads
• Tools used: Call Tools, Batch Dialer, Prop stream, Zillow, Redfin, DocuSign, Google Sheets
Lead Researcher / Skip Tracer
• Research vacant lots using MapRight and Property Radar
• Skip trace using BeenVerified
• Add homeowners’ information (Phone numbers and
Web Researcher / Lead Generation Specialist
• Build contact list of therapists and counselors and put data into Google sheet with Practitioner Name, Title and
• Tools used:
• Research about Identity Theft software available in the market and create a comprehensive comparison of each software.
Customer Support Associate – eBay / T-Mobile
• Assist customers to place their order and fix payment issues
• Handle escalated disputes and claims on their transactions
• Process refunds and to create case if necessary.
Accounting Analyst
• Responsible in collecting necessary information for month-end reporting.
• Perform journal entries, prepare balance sheet and and submit consolidated accounting reports to direct supervisor.
• Tools used: ErpLN, Google Sheets, MS Office
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