Customer Onboarding & Support
Multi-client customer support specialist in a SaaS startup.
Customer Success Manager
Customer Support Representative
Freshdesk
Gmail
Zoom
Freshdesk CRM Implementation
Implemented and administered the Freshdesk CRM system for a SaaS startup.
Project Manager
Customer Success Manager
Customer Support Representative
Freshdesk
SaaS ERP Implementations
Managed the multi-client ERP software onboarding for customers each week, utilizing a project timeline with clear goals and deadlines.
Accountant
Project Manager
Operations Manager
QuickBooks Cleanup, Process Streamlining
Analyzed and cleaned clients' QuickBooks Online data and optimized their bookkeeping process.
Accountant
Quickbooks
Integrated Bill.com with QuickBooks Online to reduce DPO.
Manual vendor checks caused delays, late fees, and credit issues. Implementing Bill.com eliminated manual checks, improving payment efficiency.
Accountant
Project Manager
Quickbooks
Implemented Citrix ShareFile for a remote company
Files shared via email caused version control issues, data inconsistencies, and delays. Implemented Citrix ShareFile to solve.
Project Manager
Citrix