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Customer Care / customer Success representative
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Competencies
Provided phone-based support, managed client inquiries, and maintained detailed records to ensure high customer satisfaction.
Delivered first-level technical assistance for healthcare systems and remote troubleshooting, including diagnosis and follow-up.
Handled data updates, client onboarding, and case documentation using Excel and HubSpot CRM for streamlined operations.
Demonstrated active listening, patience, and effective communication skills across customer interactions and team collaborations.
Proficient in Office applications and various software platforms essential for customer support and data management.
Education
Languages
Summary
Dedicated customer service specialist with expertise in onboarding, support, and CRM management. Skilled in troubleshooting, communication, and maintaining client relationships across healthcare and financial sectors.
Key Achievements
- Managed onboarding processes and maintained accurate client information across multiple databases and CRM platforms, ensuring data consistency and operational efficiency.
- Provided technical and billing support across diverse industries, demonstrating adaptability to different client needs and technical environments.
- Supported healthcare and financial clients remotely, diagnosing issues, documenting cases, and ensuring high-quality service delivery.
Experience
Customer Care / customer Success representative
Provide phone based support to clients by handling billing and technical inquiries, Manage onboarding processes and maintain accurate information across databases (including Excel) and the HubSpot CRM, Ensure compliance with procedures and maintain great team communication
Customer Services Representative
Provide customer service to Capital One bank clients in the United States, Maintain detailed records of customer interactions and requests, Offer guidance and information related to account management and general financial matters
Technical Support Specialist
Provide first level technical support for one of the biggest health care companies in Colombia, Offer mostly remote assistance to resolve issues on platforms and devices, Perform diagnosis, follow-up, and detailed case documentation