Customer Service Representative

Sep 2025 - Nov 2025

Assisted applicants with visa application forms, ensuring accuracy and compliance with U.S. Department of State requirements. Provided documentation support by informing clients about required documents and verifying submissions. Responded to inquiries via phone, email, or chat regarding visa eligibility, status, and procedures.

Sales Development Representative

Jul 2025 - Sep 2025

Onboarded and guided advisors with C-level experience on the AdvisoryCloud platform, ensuring understanding of navigation and features. Recommended advisory boards tailored to advisors’ skills and career goals. Drove subscription sales by presenting VIP plans, handling objections, and refining pitches.

WordPress Live Support Specialist

Oct 2024 - Apr 2025

Provided phone support for WordPress technical issues within a SaaS environment, focusing on Dashboard problems. Guided customers through theme and plugin installation, content editing, settings configuration, and troubleshooting using GoTo Meeting for screen-sharing. Documented all interactions in Genesys CRM, ensuring accurate case records.

Virtual Assistant

May 2024 - Sep 2024

Managed client inquiries via phone and email, scheduled appointments, coordinated follow-ups, and ensured timely delivery of documentation. Prepared and maintained client files, assisted with application forms and account setup, ensuring compliance with Australian financial regulations. Updated client records in CRM systems (Xplan, Salesforce) supporting ongoing planning.

Customer Service Professional

Nov 2021 - Feb 2024

Handled inbound calls and emails from members and providers using Salesforce CRM, Clients II, and Amazon Connect softphone. Verified health and dental coverage, assisted with benefits enrollment, and explained claims decisions. Guided members through claim submissions via Manulife app and website. Shared documents securely while maintaining data privacy.

Customer Experience Specialist

Mar 2021 - Oct 2021

Supported Airbnb Hosts and Guests with booking issues, policy clarifications, and amenities concerns using Zendesk CRM and integrated softphone. Navigated Airbnb platform to troubleshoot user issues and deliver accurate solutions aligned with brand tone. Handled high-volume inbound cases with empathy and efficiency via Slack, Google Meet, and other internal tools.

Market Research Interviewer

Apr 2016 - Jun 2020

Conducted phone surveys for political research campaigns, reaching respondents in the US using outbound calling tools. Collected accurate data and maintained high survey completion rates. Adhered to strict compliance protocols and call center scripts to ensure data quality and integrity.