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Customer Service & Operations Support (Remote)
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Competencies
Utilized CRM systems like JobNimbus, Simpli, and others to manage client data, service requests, and documentation.
Coordinate inspection schedules, daily routes, staff workflows, and operational processes across multiple roles.
Oversaw contract compliance, internal policies, and legal adherence in a senior operational role.
Acted as liaison between clients, homeowners, technicians, and internal teams to ensure service quality and communication.
Managed scheduling for inspections, technical staff, and executive calendars to ensure smooth operations.
Education
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Summary
Dedicated to streamlining operations, ensuring compliance, and facilitating effective communication across teams and clients.
Key Achievements
- Led organizational launch and stabilization at Vallarta Gardens Private Residence Club, managing compliance and operational procedures.
- Managed client accounts, collections, billing, payroll, and inventory, supporting organizational growth and stability.
- Served as key communication point across teams and clients, maintaining accurate documentation and handling escalated issues with professionalism.
Experience
Customer Service & Operations Support (Remote)
Manage inbound service requests related to water damage, mold concerns, and property restoration., Coordinate inspection schedules and daily routes with field technicians and supervisors., Maintain accurate documentation, follow-ups, and case notes using CRM systems including JobNimbus and Simpli.,...
Compliance Officer & Operations Lead
Served as Compliance Officer and senior operations lead, reporting directly to ownership., Oversaw contract compliance, internal policies, commission structures, and operational procedures., Managed client accounts, collections, billing oversight, payroll, inventory, and budgeting., Acted as the...
Collections & Sales Specialist
Managed collections portfolios and negotiated payment arrangements., Supported renewals and met recovery and performance targets., Updated client records and supported billing processes in CRM systems.
Executive Assistant / Operations Support
Supported executive leadership with scheduling, reporting, payroll, and contract documentation., Assisted in daily operational oversight.