Sales Administrative Assistant at Datawatch Systems, Inc. (2023-05 – Present)
Provide administrative and operational support to clients, staff, and management in a fast-paced professional environment.
- Manage incoming and outgoing calls, emails, correspondence, and client communications in a timely and professional manner.
- Schedule and coordinate client meetings, appointments, and follow-ups.
- Prepare, organize, and maintain contracts, forms, records, and other business documentation.
- Prepare contracts for client review and signatures and manage electronic signatures through DocuSign.
- Collect, organize, and maintain client information and documentation using Salesforce.
- Communicate with clients regarding services, requirements, documentation, and next steps.
- Complete client assessments, due diligence documents, and onboarding materials accurately and efficiently.
- Complete and process vendor forms and supporting documentation to facilitate client payments.
- Maintain accurate and confidential client records while ensuring documents and information are properly organized and up to date.
Receptionist/Data Entry at Goosby Tax Service, LLC (2023-02 – Present)
- Assists with scheduling tax preparation appointments.
- Monitor client activity and greet anyone who comes in.
- Check clients in while gathering important information for preparation.
- Keeping the environment clean.
- Transferring client data from paper formats into a database system (TaxSlayerPro).
- Verifying data against source documents at different stages during the process.
- Checking with the client to make sure all documents are accounted for and the information is correct.
- Issuing payment receipts for the service provided.
BUSINESS DEVELOPMENT REPRESENTATIVE at Auto Giants Inc. (2022-07 – 2022-12)
- Provide assistance to customers about services provided by the company.
- Manage plus track customer leads by writing detailed notes in the CRM program.
- Answering inbound phone calls and connecting clients to the suitable department.
- Organizing time with customers who have an interest in purchasing a vehicle.
- Completing outbound phone calls to existing and potentially new clients.
- Precisely using comprehensive database management via Promax and other CRM tools.
Business Support Center Representative at DARCARS (2018-06 – 2021-10)
- Provide assistance to the staff of service at DARCARS including answering phones, arranging appointments for service, supplying clients with updates, affirm appointments and the hours of operation.
- Coordinate ERA Ignite notes for patrons to instruct significant personnel upon arrival at dealership.
- Undertake active listening skills to pinpoint concerns, priced material and connect customers to the correct department.
- Input data within a dealership management system (ERA - Ignite) to be able to find customers information afterward.
- Monitor ERA Ignite to make sure all relevant information is accurate.
- Used software to handle an average of 85-110 daily incoming calls from a total of 5 contrasting dealerships.
- Used Microsoft Office to disseminate other emails and information.
