Phoebe

Demonstrated experience with Virtual & Administrative Support.

Demonstrated experience with Finance & Accounting Support.

Demonstrated experience with Customer Service & Email Support.

Demonstrated experience with Data Entry & Data Management.

Demonstrated experience with CRM Management.

Handled outbound calls and email inquiries from business owners regarding funding services.. Managed leads, customer records, follow-ups, and CRM updates.. Collected and reviewed business and financial information accurately and confidentially.. Assisted customers with inquiries, concerns, application processes, and funding requirements.. Handled objections and maintained professional relationships with business owners.. Performed data entry, documentation, record keeping, and customer information management.. Coordinated with internal teams to address customer needs and support the sales process.. Worked toward daily and monthly sales and performance targets.