Bookkeeping with QB Online skills and Lead Generation

*Provided comprehensive support for Quickbooks Online Payroll, assisting customers with account setup, payroll processing, and troubleshooting technical issues. *Guided clients through tax filings, direct deposits, and compliance with payroll regulations to ensure accurate and timely payroll management. * Payroll and Tax Compliance Support: Facilitated payroll management for customers, including setup, processing, and compliance with tax regulations. Assisted with payroll corrections and amendments, addressing any issues to ensure accurate tax filings and reporting.

*Customer Assistance: Provided comprehensive support to QuickBooks Online customers by addressing a variety of accounting and payroll issues through inbound calls and chat. Assisted with troubleshooting banking integrations, ensuring accurate transaction categorization, and resolving technical inquiries to enhance customer satisfaction. *Financial Operations Management: Guided customers in effective financial management by helping them create and manage invoices, track expenses, and pay bills. Supported the preparation of essential financial reports, ensuring customers have a clear understanding of their financial positions.

Sales Expertise: Demonstrated exceptional knowledge of QuickBooks Online products while effectively managing multiple teams of 70-100 sales agents. Provided comprehensive training to ensure technical support teams can address customer inquiries and secure appointments, driving overall sales growth. Performance Monitoring: Monitored live calls and disseminated daily performance metrics for the team, offering real-time support and coaching to enhance performance and ensure targets are met. Sales Strategies: Developed job aids and crafted effective sales spiels to optimize the appointment setting process while collaborating with the sales leadership team to implement data-driven strategies that leverage market insights. Quality Assurance & Continuous Improvement: Maintained high standards of sales and customer service by evaluating appointment-setting processes and keeping abreast of the latest QuickBooks Online updates, sharing insights to maintain a competitive edge.