Carlos - Welcome to CazVid!

Demonstrated experience with CRM Platforms: Salesforce, Netsuite.

Demonstrated experience with Payment Processing: Cybersource, GoCardless.

Demonstrated experience with Data Analysis & Invoice Auditing.

Demonstrated experience with Lead Generation & Outreach Automation.

Processed payments and refunds using platforms such as Cybersource and GoCardless, ensuring accuracy and compliance., Managed customer cases through Salesforce and Netsuite, maintaining up-to-date records and resolving issues efficiently., Analyzed disputed invoices to identify discrepancies and determine resolution paths based on contract terms and billing factors., Calculated applicable credits by researching customer agreements and validating eligibility., Handled over 50 customer inquiries per week via phone and email, consistently maintaining a satisfaction rate above 90%., Documented and escalated complex cases for technical resolution, facilitating cross-team collaboration., Delivered empathetic and effective support tailored to individual client needs, strengthening customer relationships.

Conducted high-volume outbound cold calls to prospective clients, successfully driving foot traffic to affiliated car dealerships., Managed multi-channel outreach campaigns including personalized emails, SMS, and voicemail follow-ups to nurture leads and increase conversion rates., Responded to inbound cold calls, assessed customer needs, and matched them with appropriate dealership offerings to maximize satisfaction and retention., Maintained detailed records of customer interactions and lead status using CRM tools, ensuring timely follow-up and data accuracy., Collaborated with sales teams to refine outreach strategies and improve lead-to-appointment ratios.