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Daniel
Customer Service & Operations Specialist with 5+ years in B2B and Healthcare
Contacto
Competencias
Handled B2B client inquiries, issue resolution, and account management, ensuring client satisfaction.
Coordinated logistics, managed purchase orders, and optimized workflows using CRM and project management tools.
Provided administrative support, maintained financial records, and managed project documentation.
Extensive experience with Monday.com, QuickBooks, Airtable, and Excel for operational and record-keeping tasks.
Ensured adherence to HIPAA in healthcare customer service and maintained detailed interaction records.
Educacion
Idiomas
Resumen
Dedicated professional with over 5 years of experience in client support, operations, and administrative roles across B2B and healthcare sectors.
Logros Clave
- Managed end-to-end client interactions for Nespresso's B2B accounts, ensuring high service standards.
- Optimized operational workflows using CRM and project management tools, enhancing efficiency.
- Provided comprehensive administrative, bookkeeping, and client support across diverse industries.
Experiencia
Customer Service Agent (Nespresso B2B Account)
Serve as the primary point of contact for Nespresso's B2B clients, managing inquiries, orders, and account-related issues via phone and email., Utilize CRM systems to track client interactions, process orders, and maintain accurate account records, ensuring a high level of service...
Operations Agent
Managed end-to-end purchase order processes, tracked shipments, and coordinated with vendors to ensure on-time delivery for A&D industry clients., Optimized operational workflows using CRM tools including Monday.com, QuickBooks, Airtable, and Excel for inventory, logistics, and...
Virtual Assistant & Project Bookkeeping
Provided comprehensive administrative and bookkeeping support for A&D industry sales representatives using QuickBooks, Airtable, and Excel., Coordinated project logistics, managed vendor follow-ups, and assisted with client communications to ensure seamless project execution., Maintained...
Freelance Operations & Administrative Support
Provide ongoing freelance support for various clients, managing administrative tasks, data entry, and special projects as needed., Assist with the coordination of operational workflows and client record management.
Customer Service Healthcare Agent
Delivered high-quality customer service in a regulated healthcare setting, strictly adhering to HIPAA compliance guidelines., Efficiently resolved customer inquiries related to claims and account management, maintaining detailed interaction records in the company CRM.