Workflow & Operations Support Specialist | Client Success | Process Systems

• Assisted with workflow coordination, operational tracking, task visibility, and process organization • Helped maintain structured systems for follow-ups, scheduling, communication, and reporting • Supported efficient operational workflows through organization and process management

• Assisted in improving workflow organization, operational processes, and task visibility • Helped identify opportunities to improve communication flow, follow-ups, and process efficiency • Supported structured systems that improved organization and operational coordination

• Supported client, homeowner, and vendor communication with professionalism and responsiveness • Assisted with follow-ups, operational coordination, and maintaining positive communication flow • Helped support client-facing operations through organized workflow management

• Utilized Monday.com to support workflow tracking, task visibility, operational coordination, and process organization • Assisted with managing updates, follow-ups, status tracking, and workflow documentation • Supported operational visibility and accountability through structured workflow systems

• Utilized Notion for workflow organization, operational tracking, documentation systems, and process visibility • Assisted in organizing structured pages, task management systems, and operational information • Used Notion to support workflow efficiency and centralized documentation processes

• Used Microsoft 365 tools including Outlook, Excel, Teams, and Word to support operational workflows, communication, scheduling, and reporting • Assisted with calendar coordination, documentation, and workflow organization across multiple tasks and teams • Supported fast-paced operational environments requiring organization and responsiveness

Technical Support Specialist – QuickBooks • Assisted customers with software installation, troubleshooting, and multi-user system setup • Supported bookkeeping-related workflows including reconciliations, journal entries, banking, and reporting • Helped clients resolve workflow-related software and data issues • Supported both Windows and Mac OS environments • Assisted UK and Canada-based customers in fast-paced support environments • Maintained strong attention to detail while resolving technical and operational concerns

Workflow & Operations Support – HOA / Community Management • Managed homeowner, board, and vendor communication with professionalism and accuracy • Coordinated operational follow-ups, work orders, and workflow visibility across multiple communities • Maintained records, compliance documentation, spreadsheets, and reporting systems • Assisted with reservations coordination, scheduling systems, and operational tracking • Organized calendars, dashboards, files, and workflow documentation • Supported bookkeeping-related tasks including reconciliation and financial documentation • Assisted with internal platforms, community portals, and process management tools • Helped improve organization, communication flow, and operational efficiency

Technical Support Specialist • Assisted customers with troubleshooting, software-related concerns, and system navigation • Supported workflow-related technical issues with attention to detail and customer experience • Helped users resolve operational and software concerns in fast-paced support environments • Maintained professionalism and clear communication while handling technical escalations

Customer Service Specialist – US Telco Account • Assisted customers with billing inquiries, technical concerns, account management, and order-related issues • Managed escalations with a customer-focused and solution-oriented approach • Worked efficiently in fast-paced, high-volume support environments • Maintained strong communication, multitasking, and problem-solving skills • Consistently achieved quality and performance metrics while supporting customer satisfaction

• Supported day-to-day operational and administrative processes including documentation, scheduling, reporting, and workflow coordination • Assisted with maintaining organized systems, records, and communication processes • Helped improve operational efficiency through structured administrative support

Appointment Setting & Lead Coordination Support • Managed inbound lead communication through social media and messaging platforms • Qualified leads and coordinated appointment scheduling using CRM and booking tools • Maintained organized follow-up systems to improve communication flow and lead visibility • Assisted with communication tracking and client coordination processes • Delivered timely updates and follow-through to support smooth day-to-day operations

• Utilized Google Workspace tools for communication, scheduling, file organization, spreadsheets, reporting, and operational collaboration • Managed shared documents, calendars, and workflow-related administrative processes • Assisted with maintaining organized digital records and team coordination systems

• Assisted in improving workflow organization, operational processes, and task visibility • Helped identify opportunities to improve communication flow, follow-ups, and process efficiency • Supported structured systems that improved organization and operational coordination

External Quality Analyst – Carvana • Monitored inbound and outbound interactions for quality, compliance, and customer experience standards • Provided structured coaching and feedback to improve operational performance • Participated in calibration discussions with US-based stakeholders and clients • Assisted in maintaining process consistency, workflow quality, and operational visibility • Worked in fast-paced environments requiring analytical thinking and attention to detail