Skills
Google ( Docs, Sheet, Slides, Forms, Meet), Microsoft Office (Word, Excel, Presentation), Canva, Capcut
10+ Years
Customer Support > Phone Support
10+ Years
Accounting > Bookkeeping > QuickBooks
10+ Years
CRM > Salesforce
10+ Years
Slack & Microsoft Teams
10+ Years
Experience highlights
Bookkeeper
Pivotl / HVAC Success
·
January/2026
–
Present
Managed comprehensive bookkeeping and financial records for US-based HVAC companies. Utilized QuickBooks to maintain organized financial data and tracked service-related transactions.
Team Leader - Operations (Intuit QuickBooks)
Concentrix
·
October/2014
–
Present
Oversaw agent performance and service levels. Provided guidance on complex financial software challenges. Managed customer service, technical support, sales, onboarding via phone, email, and chat.
Publishing Consultant
Author Solutions
·
July/2014
–
Present
Consulted with prospective authors to determine publishing needs and goals. Reviewed manuscripts and provided phone and email support.
Customer Service Representative (AT&T)
Teleperformance
·
March/2014
–
Present
Handled high-volume inbound communications regarding service plans, pricing, and technical troubleshooting. Maintained high standards of courtesy and professionalism.
Team Leader (Castle Payday)
LCI Solutions - EBI Solutions
·
April/2012
–
Present
Managed high-volume inquiries regarding payday loan applications, financial documentation, and eligibility determinations.
