I bring a wealth of expertise in managing diverse customer needs and
resolving complex issues effectively. I've honed my ability to anticipate
needs and provide tailored solutions. Whether it's handling inquiries,
troubleshooting problems, or ensuring satisfaction, I thrive on delivering
exceptional service that exceeds expectations.
Freelance Virtual Assistant | Solar Account
Customer Follow-Up & Appointment Setting — Contact potential
customers via email, phone, or SMS and schedule consultations with solar sales representatives.
CRM & Account Management — Update customer information, leadstatus, appointments, project progress, and maintain accurate solar accounts.
Document & Utility Bill Management — Organize contracts, proposals, IDs, utility bills, permits, and other required project documents.
Project & Permit Tracking — Monitor projects from consultation through installation, inspection, and activation, including permit and inspection follow-ups.
Customer & Team Communication — Provide project updates, answer basic customer questions, and coordinate with sales teams, installers, utilities, and other departments.
Data Entry, Reporting & Payment Support — Maintain project records, organize invoices and payments, prepare daily/weekly reports, and check records for missing or incorrect information.
Verified
