Experienced Professional Shifting Focus to Virtual Assistant

Scheduled and tracked appliance repair appointments for residential and commercial clients. Handled customer inquiries on repair status, timelines, and billing, resolving issues quickly and professionally. Collaborated with technicians to ensure timely repairs, using Ciboodle CRM and Avaya Phone for efficient scheduling.

I oversaw daily operations, from managing production schedules to coordinating with design and printing teams. I streamlined workflow schedules using Google Workspace, implemented cost-effective processes, and ensured the timely delivery of high-quality products. I also managed vendor relationships, monitored inventory, and handled client communications, contributing to improved operational efficiency and customer satisfaction.

Handled high-volume outbound calls to prospective clients, generating leads and closing sales for online ads. Used persuasive sales techniques and scripts to engage prospects, consistently meeting sales targets and contributing to the team's success.

I conducted cold calls using Skype to connect with potential clients, utilizing the 4 pillars framework to ensure high-quality appointments. I managed the agent’s calendar through Google Workspace, ensuring efficient scheduling, and maintained accurate client data in Google Sheets. My role emphasized client engagement, time management, and delivering qualified leads for the agent.

Engaged with prospects to assess interest and eligibility for mortgage insurance. Scheduled appointments for agents with qualified leads and followed up with interested prospects. Maintained accurate records in GoHigh Level CRM and Google Workspace. Provided basic information on products, referred complex inquiries to agents, and collaborated with agents via Discord. Tracked and reported appointment-setting metrics like conversion rates.

Xero Advisor Certified Certification Date: 05/09/2024 Expiry date: 12/12/2025

QuickBooks Online Certification Level 1 Issued on September 21, 2024 Expires on June 30, 2025

I utilized Xactimate to streamline job management and documentation processes within a restoration and mitigation business. I actively supported and coordinated with the production crew to ensure timely and accurate job status updates. By meticulously monitoring job progress and overseeing the collection of essential documents, such as work authorizations, certificates of satisfaction, photo reports, MICA or Drylog reports, and estimates, I played a crucial role in maintaining project efficiency and compliance.