Virtual AssistantVirtual Assistant

Key Achievements:

Responsibilities: • Manage emails, calendars, and daily administrative tasks. • Prepare and process invoices, payment requests, and other data entry tasks using QuickBooks Online and Builertrend. • Follow up with clients, vendors, and stakeholders regarding payments, requests, and project updates. • Maintain accurate records, spreadsheets, and database. • Assist with document preparation, and file management. • Collaborate with internal teams to ensure efficient workflow and task completion.

Key Achievements:

Responsibilities: • Monitor key performance indicators (KPIs) and report sales performance data • Coach and support agents to improve their sales techniques and product knowledge • Analyze customer needs and provide appropriate solutions or product recommendations

Key Achievements:

Responsibilities: • Handle inbound customer inquiries related to banking products, services, and transactions • Met and exceed performance metrics such as call quality, resolution time, and customer satisfaction • Collaborate with internal teams to resolve complex customer concerns

Key Achievements:

Responsibilities: • Provide tailored support to small business owners using QuickBooks and other Intuit products • Set-up appointment and call potential leads. • Outbound calling and sending quotes via email. • Troubleshot complex software issues and provided step-by-step solutions • Handled both inbound and outbound calls in a sales and support environment • Process payroll for employees • Process US tax forms to IRS and State agencies