Qualifications & Experience:
- Office Administration & Scheduling – Ensured all lead calls were scheduled on the calendar with their respective meeting links. Followed up with leads to confirm attendance. Maintained accurate and up-to-date lead and client information, including emails and phone numbers, in ----------- and Keap.
- Customer & Client Coordination – Served as the first point of contact via email and phone for inquiries related to client accounts and purchased programs, ensuring a smooth and responsive customer experience.
- Invoicing, Payment Tracking & Account Management – Processed invoices and tracked new and recurring payments via Stripe and -----------. Followed up with clients regarding overdue payments and revoked access when necessary. Managed sales commission tracking to ensure accurate reporting.
- Contract Management – Ensured contract accuracy by specifying purchased programs and noting special arrangements, particularly for payment plans. Followed up with clients for signatures and finalized contract processing.
- Liaising & Process Optimization – Acted as the bridge between departments to facilitate smooth communication and collaboration. Created and updated Standard Operating Procedures (SOPs) to improve workflow efficiency. Trained new hires on tools, systems, and processes to ensure seamless onboarding.
- Software Proficiency – Proficient in -----------, Keap (InfusionSoft), Stripe, Authorize, SignEasy, Google Workspace, TalkRoute, and Slack.
