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Phoebe
Sales Agent / Customer Support
Contact
Competencies
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.
Education
Summary
Sales Agent / Customer Support open to new opportunities
Experience
Sales Agent / Customer Support
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.
Accounting Staff
Maintained and organized accounting records, financial documents, and supporting files.. Performed accurate data entry and updated accounting and administrative records.. Assisted with the preparation, checking, and organization of accounting documents and reports.. Reviewed documents for accuracy, completeness, and proper filing.. Organized digital and physical records for efficient retrieval and reference.. Provided administrative support for daily accounting and business operations.. Coordinated with team members regarding documents, records, and routine accounting requirements.
Sales & Customer Support Specialist
Handled customer inquiries and provided professional and timely assistance.. Maintained accurate customer information, records, and activity details.. Supported sales activities through customer communication and follow-ups.. Performed data entry and maintained organized customer and sales records.. Assisted with administrative tasks related to customer and sales operations.. Worked remotely while managing assigned tasks, communications, and deadlines.