Missed follow-ups, inaccurate records, and unreconciled transactions create extra work for your team. I help keep client communication, CRM records, and daily financial operations organized so nothing gets overlooked.
I’m Mark, with 6+ years of experience in financial operations, along with remote experience in client support, CRM automation, and business development.
At The SM Store, I reconciled multi-million-peso daily transactions covering retail collections and 300–500+ third-party billers. My work included verifying receipts and invoices in SAP, managing cash floats, and coordinating bank deposits—with zero unresolved discrepancies across more than six years.
At Braski Sports, I managed 300+ active client records in GoHighLevel and maintained pipelines, tags, workflows, and follow-up activities while sustaining a 95%+ response and resolution rate. I improved SMS and email follow-up response rates by up to 30% and troubleshot automation and data-sync issues, helping reduce service delays by approximately 20%.
Here’s how I can support your business:
• Financial operations: Cash reconciliation, transaction verification, financial recordkeeping, SAP documentation, and banking coordination.
• Client and administrative support: Client communication, follow-up tracking, data management, and accurate internal records.
• CRM and automation: GoHighLevel pipelines, tags, workflows, SMS and email sequences, Zapier integrations, and workflow troubleshooting.
• Sales support: Lead qualification, outbound calling, prospect follow-ups, and organized handoffs to your closing team.
My business development experience also includes making 150–200 daily cold and warm calls to B2B prospects, maintaining lead records, and keeping opportunities moving through the sales pipeline.
Tools I use include GoHighLevel, Zapier, SAP, Google Workspace, Trello, Slack, Calendly, Zoom, Loom, ChatGPT, and Claude.
Send me a message with the tasks you need handled or the process that’s slowing your team down. Let’s discuss how I can help.
Verified
