Customer Experience Lead with Executive Assistant Skills, Bo

Resolved client concerns with empathy, accuracy, and urgency, maintaining high satisfaction scores while delivering high-quality service in fast-paced, high-volume environments. Managed inbound and outbound communications across multiple channels (phone, email, chat, SMS, Facebook). Process documentation and compliance tracking.

Accurately entered and updated large volumes of data in spreadsheets & databases. Updated accounts in Microsoft Excel, Google Sheets, and data management tools for the timely reports and summaries for our executives.

Prepared reports, presentations, and meeting materials with precision and discretion. Coordinated logistics for events, field visits, and executive engagement. Oversaw expense tracking, petty cash reconciliation, and budget monitoring for departmental operations.

Petty cash management and budget monitoring. Invoice processing and billing coordination. Bank reconciliation and cash flow tracking. Time management to meet reporting deadlines.

Extracting data from sources (surveys, databases, ERP systems) and preparing it for analysis. Collect and clean raw data from internal systems or external sources. Applying methods to identify trends, correlations, and outliers. Creating charts, dashboards, and reports using tools like Excel and Google Data Studio. Understanding how data impacts operations, finance, marketing, and customer experience. Support forecasting, budgeting, and risk assessments.

Hands-on of billing cycles, terms, and compliance standards. Generate and issue accurate invoices based on contracts, service consumption logs. Coordinated with finance and operations teams. Update billing systems and customer records regularly. has ensured compliance with internal policies and external regulations

Managed accounts with overdue balances, initiating contact via phone, email, and written correspondence. Negotiated payment plans and settlements with empathy and professionalism while increasing collection efficiency to 98%. Monitored aging reports and followed up on delinquent accounts to meet recovery targets and educated clients on payment options and financial responsibilities to encourage resolution.

Prepare reports, presentations, and internal communications. Manage correspondence (emails, memos, calls) and route inquiries appropriately. - Monitor deadlines, follow up on tasks, and support project coordination.